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 |
|---|---|---|---|---|---|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
128,774
shares
|
$7.49 Million
3.89% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
125,075
shares
|
$7.28 Million
1.92% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
124,937
shares
|
$7.27 Million
4.2% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
123,972
shares
|
$7.22 Million
0.02% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
123,905
shares
|
$7.21 Million
1.23% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 06, 2024 Q3 2024 |
123,272
shares
|
$7.17 Million
4.41% of portfolio
|
Q3 2024
Added 16.14%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
122,741
shares
|
$7.14 Million
5.22% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
122,484
shares
|
$7.13 Million
0.33% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
122,039
shares
|
$7.1 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
118,988
shares
|
$6.93 Million
0.62% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
118,919
shares
|
$6.92 Million
3.54% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
118,616
shares
|
$6.9 Million
3.51% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
115,433
shares
|
$6.72 Million
1.42% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
113,366
shares
|
$6.6 Million
0.23% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
112,102
shares
|
$6.52 Million
1.62% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
111,542
shares
|
$6.49 Million
0.91% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
110,576
shares
|
$6.44 Million
0.49% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
110,103
shares
|
$6.41 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
110,089
shares
|
$6.41 Million
0.91% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
109,910
shares
|
$6.4 Million
0.19% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
109,653
shares
|
$6.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.33%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
109,504
shares
|
$6.37 Million
1.01% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
109,483
shares
|
$6.37 Million
4.58% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
109,258
shares
|
$6.36 Million
0.44% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
109,004
shares
|
$6.34 Million
1.23% of portfolio
|
Q3 2024
Added 4.99%
|