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 280 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
162,744
shares
|
$9.79 Million
2.17% of portfolio
|
Q3 2024
Added 35.35%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
160,360
shares
|
$9.65 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
160,148
shares
|
$9.63 Million
5.25% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
159,893
shares
|
$9.62 Million
0.24% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
159,743
shares
|
$9.61 Million
0.08% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
159,546
shares
|
$9.6 Million
0.06% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
159,371
shares
|
$9.59 Million
3.96% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
158,939
shares
|
$9.56 Million
1.2% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
157,456
shares
|
$9.47 Million
0.3% of portfolio
|
Q3 2024
Added 59.34%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
154,498
shares
|
$9.29 Million
0.14% of portfolio
|
Q3 2024
Added 18.35%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
153,485
shares
|
$9.23 Million
1.27% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
153,122
shares
|
$9.21 Million
3.89% of portfolio
|
Q3 2024
Added 13.9%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
152,756
shares
|
$9.19 Million
5.87% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Hedeker Wealth, LLC
|
Oct 25, 2024 Q3 2024 |
152,095
shares
|
$9.15 Million
2.49% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 18, 2024 Q3 2024 |
151,661
shares
|
$9.12 Million
5.43% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
150,359
shares
|
$9.05 Million
0.26% of portfolio
|
Q3 2024
Added 64.53%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
150,139
shares
|
$9.03 Million
0.66% of portfolio
|
Q3 2024
Added 97.54%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
149,455
shares
|
$8.99 Million
0.35% of portfolio
|
Q2 2024
Added 4.35%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
148,268
shares
|
$8.92 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
147,827
shares
|
$8.89 Million
0.01% of portfolio
|
Q3 2024
Added 51.82%
|
|
|
Strong Box Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
146,803
shares
|
$8.83 Million
3.89% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
146,166
shares
|
$8.79 Million
2.65% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 04, 2024 Q3 2024 |
145,968
shares
|
$8.78 Million
4.68% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
144,397
shares
|
$8.69 Million
2.53% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
143,852
shares
|
$8.65 Million
0.65% of portfolio
|
Q3 2023
Added 3.14%
|