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 1,325 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $17.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
161,395
shares
|
$9.39 Million
0.32% of portfolio
|
Q4 2024
Reduced 40.33%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
160,775
shares
|
$9.36 Million
0.12% of portfolio
|
Q4 2024
Added 112.14%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
160,274
shares
|
$9.33 Million
3.73% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
159,566
shares
|
$9.29 Million
2.3% of portfolio
|
Q4 2024
Reduced 17.19%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
159,543
shares
|
$9.29 Million
0.11% of portfolio
|
Q4 2024
Added 13.58%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
159,319
shares
|
$9.27 Million
1.19% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
157,796
shares
|
$9.18 Million
2.1% of portfolio
|
Q4 2024
Added 14.32%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
157,685
shares
|
$9.18 Million
0.7% of portfolio
|
Q4 2024
Added 14.02%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
157,661
shares
|
$9.18 Million
1.29% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
156,056
shares
|
$9.08 Million
0.02% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
154,407
shares
|
$8.99 Million
0.25% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
154,303
shares
|
$8.98 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
152,652
shares
|
$8.88 Million
2.27% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
151,328
shares
|
$8.81 Million
0.18% of portfolio
|
Q4 2024
Added 51.33%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
150,161
shares
|
$8.74 Million
0.16% of portfolio
|
Q4 2024
Added 1399.81%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
148,803
shares
|
$8.66 Million
0.68% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
148,387
shares
|
$8.64 Million
0.01% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
147,788
shares
|
$8.6 Million
2.56% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
146,440
shares
|
$8.52 Million
0.56% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
145,666
shares
|
$8.48 Million
0.62% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
145,666
shares
|
$8.48 Million
0.3% of portfolio
|
Q4 2024
Added 18.93%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
145,266
shares
|
$8.45 Million
1.36% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
144,924
shares
|
$8.43 Million
3.66% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
143,852
shares
|
$8.37 Million
0.65% of portfolio
|
Q3 2023
Added 3.14%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
143,417
shares
|
$8.35 Million
0.57% of portfolio
|
Q4 2024
Added 46.97%
|