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 1,085 institutions that hold shares in the stock, with a total of 272 Million shares, which have been reported (via 13F filing form) to have a value of $15.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
37,137,528
shares
|
$2.11 Billion
0.17% of portfolio
|
Q1 2024
Added 9.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
26,647,792
shares
|
$1.51 Billion
0.15% of portfolio
|
Q1 2024
Added 3.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
22,032,620
shares
|
$1.25 Billion
0.12% of portfolio
|
Q1 2024
Added 3.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
12,250,903
shares
|
$696 Million
0.17% of portfolio
|
Q1 2024
Added 9.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
6,740,868
shares
|
$383 Million
0.09% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
6,731,326
shares
|
$383 Million
0.1% of portfolio
|
Q1 2024
Added 17.2%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
6,564,485
shares
|
$373 Million
0.14% of portfolio
|
Q1 2024
Added 12.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
6,303,087
shares
|
$358 Million
0.84% of portfolio
|
Q1 2024
Reduced 2.79%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
6,165,296
shares
|
$350 Million
4.91% of portfolio
|
Q1 2024
Added 5858.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
4,135,711
shares
|
$235 Million
0.58% of portfolio
|
Q1 2024
Added 364.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
3,355,471
shares
|
$191 Million
0.39% of portfolio
|
Q1 2024
Added 5.77%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
2,949,703
shares
|
$168 Million
0.28% of portfolio
|
Q1 2024
Added 2.83%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 02, 2024 Q1 2024 |
2,839,375
shares
|
$161 Million
4.63% of portfolio
|
Q1 2024
Added 25.31%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
2,682,041
shares
|
$152 Million
0.46% of portfolio
|
Q1 2024
Added 10.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
2,503,336
shares
|
$142 Million
0.22% of portfolio
|
Q1 2024
Added 39.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
2,432,535
shares
|
$138 Million
0.23% of portfolio
|
Q1 2024
Added 15.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
2,145,038
shares
|
$122 Million
0.48% of portfolio
|
Q1 2024
Added 8.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
2,141,577
shares
|
$122 Million
0.51% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,982,483
shares
|
$113 Million
0.08% of portfolio
|
Q1 2024
Added 2.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
1,901,538
shares
|
$108 Million
0.13% of portfolio
|
Q1 2024
Added 0.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,868,056
shares
|
$106 Million
0.11% of portfolio
|
Q1 2024
Added 16.76%
|
|
|
Requisite Capital Management, LLC
|
Apr 18, 2024 Q1 2024 |
1,752,999
shares
|
$99.6 Million
24.63% of portfolio
|
Q1 2024
Reduced 9.06%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
1,729,050
shares
|
$98.3 Million
0.84% of portfolio
|
Q2 2023
Added 8578.66%
|
|
|
Cornerstone Advisory, LLC
|
May 08, 2024 Q1 2024 |
1,715,998
shares
|
$97.5 Million
14.69% of portfolio
|
Q1 2024
Added 6.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
1,706,148
shares
|
$97 Million
0.29% of portfolio
|
Q1 2024
Added 12.69%
|
|