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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
108,718
shares
|
$6.33 Million
0.46% of portfolio
|
Q3 2024
Added 34.4%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
108,586
shares
|
$6.32 Million
0.12% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
108,017
shares
|
$6.29 Million
3.49% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
107,800
shares
|
$6.27 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
107,248
shares
|
$6.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 16.65%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
106,332
shares
|
$6.19 Million
1.02% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
106,204
shares
|
$6.18 Million
0.55% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
105,961
shares
|
$6.17 Million
0.7% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
105,717
shares
|
$6.15 Million
0.3% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
105,693
shares
|
$6.15 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
104,238
shares
|
$6.07 Million
2.04% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
103,594
shares
|
$6.03 Million
0.67% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
102,878
shares
|
$5.99 Million
0.41% of portfolio
|
Q3 2024
Added 26.48%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
102,231
shares
|
$5.95 Million
0.22% of portfolio
|
Q3 2021
Reduced 95.33%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
101,914
shares
|
$5.93 Million
1.67% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
101,763
shares
|
$5.92 Million
2.92% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
101,177
shares
|
$5.89 Million
2.62% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 24, 2024 Q3 2024 |
100,989
shares
|
$5.88 Million
3.14% of portfolio
|
Q3 2024
Added 18.77%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
100,798
shares
|
$5.87 Million
0.88% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
100,709
shares
|
$5.86 Million
1.16% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
100,709
shares
|
$5.86 Million
0.62% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
100,538
shares
|
$5.85 Million
1.5% of portfolio
|
Q3 2024
Added 84.38%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
100,066
shares
|
$5.82 Million
0.51% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
99,997
shares
|
$5.82 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
98,945
shares
|
$5.76 Million
9.16% of portfolio
|
Q4 2022
New holding
|