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 1,333 institutions that hold shares in the stock, with a total of 311 Million shares, which have been reported (via 13F filing form) to have a value of $17.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
184,278
shares
|
$10.4 Million
0.09% of portfolio
|
Q4 2024
Added 15.36%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
183,554
shares
|
$10.4 Million
6.98% of portfolio
|
Q4 2024
Reduced 47.67%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
182,963
shares
|
$10.4 Million
0.42% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
182,504
shares
|
$10.3 Million
0.77% of portfolio
|
Q4 2024
Added 21.56%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
182,461
shares
|
$10.3 Million
7.32% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
181,882
shares
|
$10.3 Million
2.05% of portfolio
|
Q4 2024
Added 141.75%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
180,234
shares
|
$10.2 Million
5.52% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
179,617
shares
|
$10.2 Million
3.79% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
177,894
shares
|
$10.1 Million
2.97% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
176,973
shares
|
$10 Million
0.29% of portfolio
|
Q4 2024
Added 25.81%
|
|
|
Bouvel Investment Partners, LLC
|
Jan 14, 2025 Q4 2024 |
176,686
shares
|
$10 Million
4.0% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
176,417
shares
|
$10 Million
2.99% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
175,047
shares
|
$9.92 Million
0.25% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
175,000
shares
|
$9.92 Million
2.38% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
174,646
shares
|
$9.9 Million
0.31% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
173,129
shares
|
$9.81 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
171,610
shares
|
$9.73 Million
0.43% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
167,516
shares
|
$9.49 Million
5.86% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
167,092
shares
|
$9.47 Million
0.24% of portfolio
|
Q4 2024
Added 16.53%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
165,832
shares
|
$9.4 Million
0.15% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
163,630
shares
|
$9.27 Million
4.17% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
163,581
shares
|
$9.27 Million
0.65% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Feb 05, 2025 Q4 2024 |
163,039
shares
|
$9.24 Million
8.33% of portfolio
|
Q4 2024
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
161,914
shares
|
$9.18 Million
3.89% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
161,395
shares
|
$9.15 Million
0.32% of portfolio
|
Q4 2024
Reduced 40.33%
|