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 1,170 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 $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
39,406,720
shares
|
$2.29 Billion
0.17% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
30,747,489
shares
|
$1.79 Billion
0.15% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
22,389,179
shares
|
$1.3 Billion
0.11% of portfolio
|
Q3 2024
Added 18.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
12,503,747
shares
|
$728 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
7,125,130
shares
|
$415 Million
0.09% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
6,631,432
shares
|
$386 Million
0.08% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,352,398
shares
|
$370 Million
0.13% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
5,543,658
shares
|
$323 Million
0.78% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
3,849,147
shares
|
$224 Million
0.52% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
3,665,017
shares
|
$213 Million
0.33% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,573,526
shares
|
$208 Million
0.31% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,417,174
shares
|
$199 Million
0.38% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,011,469
shares
|
$175 Million
0.24% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
2,610,159
shares
|
$152 Million
0.57% of portfolio
|
Q3 2024
Added 16.85%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
2,566,131
shares
|
$149 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,507,832
shares
|
$146 Million
0.13% of portfolio
|
Q3 2024
Added 17.59%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,088,400
shares
|
$122 Million
0.13% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,088,319
shares
|
$122 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,947,007
shares
|
$113 Million
0.39% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,900,243
shares
|
$111 Million
0.05% of portfolio
|
Q3 2024
Added 28.03%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
1,835,727
shares
|
$107 Million
2.63% of portfolio
|
Q3 2024
Reduced 38.93%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,832,301
shares
|
$107 Million
0.47% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
1,729,050
shares
|
$101 Million
0.84% of portfolio
|
Q2 2023
Added 8578.66%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
1,727,971
shares
|
$101 Million
14.29% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Enstar Group LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
1,539,025
shares
|
$89.6 Million
37.46% of portfolio
|
Q2 2024
Reduced 5.47%
|