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 1,234 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 |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
268,822
shares
|
$15.8 Million
0.77% of portfolio
|
Q3 2024
Reduced 39.31%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
262,834
shares
|
$15.4 Million
1.41% of portfolio
|
Q4 2022
Added 7.63%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
261,230
shares
|
$15.3 Million
0.14% of portfolio
|
Q3 2024
Added 239.87%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
259,661
shares
|
$15.2 Million
1.19% of portfolio
|
Q4 2024
Reduced 17.2%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
254,471
shares
|
$14.9 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
254,124
shares
|
$14.9 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
253,467
shares
|
$14.9 Million
5.55% of portfolio
|
Q3 2024
New holding
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
252,120
shares
|
$14.8 Million
1.07% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
248,349
shares
|
$14.6 Million
0.28% of portfolio
|
Q3 2024
Reduced 18.39%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
248,038
shares
|
$14.6 Million
5.59% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
245,639
shares
|
$14.4 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
245,554
shares
|
$14.4 Million
4.39% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
245,506
shares
|
$14.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 37.87%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
245,058
shares
|
$14.4 Million
0.3% of portfolio
|
Q2 2024
Added 17.94%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
244,754
shares
|
$14.4 Million
7.09% of portfolio
|
Q1 2024
Added 16.27%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
242,713
shares
|
$14.2 Million
3.7% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
241,753
shares
|
$14.2 Million
3.67% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
241,116
shares
|
$14.2 Million
0.03% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Rezny Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
237,466
shares
|
$13.9 Million
3.39% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
236,772
shares
|
$13.9 Million
1.55% of portfolio
|
Q4 2024
Added 17.57%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
235,015
shares
|
$13.8 Million
0.9% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
234,438
shares
|
$13.8 Million
0.39% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
234,238
shares
|
$13.7 Million
4.45% of portfolio
|
Q3 2024
Added 13.06%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
233,664
shares
|
$13.7 Million
0.49% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
232,500
shares
|
$13.6 Million
7.04% of portfolio
|
Q3 2024
Added 5.25%
|