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 1,367 institutions that hold shares in the stock, with a total of 334 Million shares, which have been reported (via 13F filing form) to have a value of $18.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,973
shares
|
$166,250
0.01% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,950
shares
|
$164,964
0.0% of portfolio
|
Q1 2025
Added 1375.0%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
2,925
shares
|
$163,566
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
2,875
shares
|
$160,770
0.03% of portfolio
|
Q1 2024
Reduced 18.62%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,822
shares
|
$157,806
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
2,800
shares
|
$156,576
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
2,728
shares
|
$152,549
0.01% of portfolio
|
Q1 2024
Reduced 14.91%
|
|
|
Alaska Permanent Capital Management
|
May 01, 2025 Q1 2025 |
2,690
shares
|
$150,424
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
2,594
shares
|
$145,056
0.01% of portfolio
|
Q2 2024
Added 293.03%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
2,500
shares
|
$139,800
0.05% of portfolio
|
Q1 2024
Added 150.0%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
2,427
shares
|
$135,717
0.05% of portfolio
|
Q1 2024
Reduced 11.0%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
2,410
shares
|
$134,767
0.2% of portfolio
|
Q2 2023
Reduced 42.76%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,376
shares
|
$132,865
0.08% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
2,329
shares
|
$130,237
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
2,275
shares
|
$127,218
0.14% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,251
shares
|
$125,875
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,100
shares
|
$117,432
0.03% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
2,060
shares
|
$115,195
0.01% of portfolio
|
Q1 2025
Added 69.55%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,038
shares
|
$113,964
0.0% of portfolio
|
Q1 2025
Reduced 65.81%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
2,030
shares
|
$113,517
0.0% of portfolio
|
Q1 2025
Reduced 78.53%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
2,024
shares
|
$113,182
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
2,000
shares
|
$111,840
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
2,000
shares
|
$111,840
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,980
shares
|
$110,721
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,971
shares
|
$110,218
0.02% of portfolio
|
Q1 2025
Added 9.62%
|