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 1,245 institutions that hold shares in the stock, with a total of 290 Million shares, which have been reported (via 13F filing form) to have a value of $17 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
|
$16,461
0.01% of portfolio
|
Q3 2022
Added 21.74%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
271
shares
|
$15,932
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
250
shares
|
$14,697
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
247
shares
|
$14,521
0.0% of portfolio
|
Q3 2024
Added 1443.75%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
240
shares
|
$14,109
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
200
shares
|
$11,758
0.0% of portfolio
|
Q2 2024
Reduced 85.25%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
200
shares
|
$11,758
0.0% of portfolio
|
Q1 2023
Reduced 69.23%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
180
shares
|
$10,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
171
shares
|
$10,053
0.01% of portfolio
|
Q3 2024
Reduced 34.23%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
157
shares
|
$9,230
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
150
shares
|
$8,818
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
146
shares
|
$8,583
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
138
shares
|
$8,113
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
113
shares
|
$6,643
0.01% of portfolio
|
Q3 2024
Reduced 84.75%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$5,879
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
91
shares
|
$5,349
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
80
shares
|
$4,703
0.0% of portfolio
|
Q2 2023
Added 2.56%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
80
shares
|
$4,703
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
75
shares
|
$4,409
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
63
shares
|
$3,703
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
60
shares
|
$3,527
0.0% of portfolio
|
Q4 2024
Reduced 93.75%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
56
shares
|
$3,292
0.0% of portfolio
|
Q3 2024
Reduced 99.96%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
51
shares
|
$2,998
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
50
shares
|
$2,939
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
50
shares
|
$2,939
0.0% of portfolio
|
Q2 2024
Added 66.67%
|