Institutional Ownership J P Morgan Exchange Traded Fd (JEPI)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JEPI). We have compiled data on the 1,166 institutions that hold shares in the stock, with a total of 280 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
280
shares
|
$16,844
0.01% of portfolio
|
Q3 2022
Added 21.74%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
271
shares
|
$16,303
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
247
shares
|
$14,859
0.0% of portfolio
|
Q3 2024
Added 1443.75%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
240
shares
|
$14,438
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
240
shares
|
$14,438
0.0% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
200
shares
|
$12,032
0.0% of portfolio
|
Q2 2024
Reduced 85.25%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
200
shares
|
$12,032
0.0% of portfolio
|
Q1 2023
Reduced 69.23%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
171
shares
|
$10,287
0.01% of portfolio
|
Q3 2024
Reduced 99.73%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
171
shares
|
$10,287
0.01% of portfolio
|
Q3 2024
Reduced 34.23%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
157
shares
|
$9,445
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
150
shares
|
$9,024
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
146
shares
|
$8,783
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
128
shares
|
$7,700
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
115
shares
|
$6,918
0.0% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
113
shares
|
$6,798
0.01% of portfolio
|
Q3 2024
Reduced 84.75%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$6,016
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
91
shares
|
$5,474
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
89
shares
|
$5,354
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
86
shares
|
$5,173
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
80
shares
|
$4,812
0.0% of portfolio
|
Q2 2023
Added 2.56%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
80
shares
|
$4,812
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
77
shares
|
$4,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
75
shares
|
$4,512
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
56
shares
|
$3,368
0.0% of portfolio
|
Q3 2024
Reduced 99.96%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
50
shares
|
$3,008
0.0% of portfolio
|
Q4 2022
New holding
|