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 279 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
193,189
shares
|
$11.5 Million
1.9% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
192,693
shares
|
$11.5 Million
2.77% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
192,237
shares
|
$11.4 Million
1.34% of portfolio
|
Q3 2024
Added 28.12%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
190,865
shares
|
$11.4 Million
0.42% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
190,504
shares
|
$11.3 Million
7.48% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
189,164
shares
|
$11.3 Million
4.07% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
184,957
shares
|
$11 Million
0.34% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
184,855
shares
|
$11 Million
0.45% of portfolio
|
Q3 2024
Added 84.25%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
184,313
shares
|
$11 Million
4.08% of portfolio
|
Q3 2024
Added 71.31%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
181,149
shares
|
$10.8 Million
1.76% of portfolio
|
Q3 2024
Reduced 73.34%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
180,670
shares
|
$10.7 Million
2.14% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
180,280
shares
|
$10.7 Million
0.44% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Bouvel Investment Partners, LLC
|
Nov 05, 2024 Q3 2024 |
178,840
shares
|
$10.6 Million
4.36% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
176,546
shares
|
$10.5 Million
7.98% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
174,828
shares
|
$10.4 Million
2.54% of portfolio
|
Q3 2024
Reduced 36.22%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
171,079
shares
|
$10.2 Million
0.69% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
170,974
shares
|
$10.2 Million
7.4% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
170,950
shares
|
$10.2 Million
0.67% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
170,054
shares
|
$10.1 Million
4.25% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
168,705
shares
|
$10 Million
0.04% of portfolio
|
Q3 2024
Added 16.8%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
167,997
shares
|
$9.99 Million
2.8% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
165,375
shares
|
$9.84 Million
4.69% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
165,256
shares
|
$9.83 Million
3.7% of portfolio
|
Q3 2024
Reduced 23.62%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
163,220
shares
|
$9.71 Million
3.38% of portfolio
|
Q3 2024
Added 15.24%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
162,849
shares
|
$9.69 Million
0.05% of portfolio
|
Q3 2024
Added 1.71%
|