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 1,169 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 $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
228,302
shares
|
$13.9 Million
0.33% of portfolio
|
Q1 2024
Added 7.32%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
227,626
shares
|
$13.8 Million
0.3% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
226,835
shares
|
$13.8 Million
0.86% of portfolio
|
Q3 2024
Added 32.53%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
224,408
shares
|
$13.7 Million
4.57% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
224,238
shares
|
$13.6 Million
0.2% of portfolio
|
Q3 2024
Added 13.62%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
223,604
shares
|
$13.6 Million
9.1% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
223,528
shares
|
$13.6 Million
0.39% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
222,495
shares
|
$13.5 Million
2.32% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
220,902
shares
|
$13.4 Million
1.08% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
220,232
shares
|
$13.4 Million
6.46% of portfolio
|
Q3 2024
Added 15.24%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
219,812
shares
|
$13.4 Million
0.0% of portfolio
|
Q3 2024
Added 11462.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
216,745
shares
|
$13.2 Million
0.04% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
215,768
shares
|
$13.1 Million
1.53% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
210,822
shares
|
$12.8 Million
0.45% of portfolio
|
Q3 2024
Added 37.1%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
209,856
shares
|
$12.8 Million
3.74% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
207,604
shares
|
$12.6 Million
0.02% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
206,441
shares
|
$12.6 Million
1.98% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
202,312
shares
|
$12.3 Million
4.1% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
201,382
shares
|
$12.3 Million
1.72% of portfolio
|
Q3 2024
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
199,537
shares
|
$12.1 Million
4.28% of portfolio
|
Q3 2024
Added 40.13%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
195,722
shares
|
$11.9 Million
7.49% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
195,536
shares
|
$11.9 Million
0.49% of portfolio
|
Q3 2024
Reduced 17.56%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
195,223
shares
|
$11.9 Million
3.53% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
194,976
shares
|
$11.9 Million
0.26% of portfolio
|
Q3 2024
Reduced 20.05%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
194,889
shares
|
$11.9 Million
1.83% of portfolio
|
Q3 2024
Reduced 4.04%
|