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 |
|---|---|---|---|---|---|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
97,685
shares
|
$5.69 Million
2.67% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
97,580
shares
|
$5.68 Million
0.4% of portfolio
|
Q3 2024
Added 11.78%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
97,401
shares
|
$5.67 Million
1.08% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
96,933
shares
|
$5.64 Million
1.33% of portfolio
|
Q3 2024
Added 20.95%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
96,674
shares
|
$5.63 Million
0.44% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
96,567
shares
|
$5.62 Million
0.4% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
95,774
shares
|
$5.57 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 14, 2024 Q3 2024 |
95,196
shares
|
$5.54 Million
4.42% of portfolio
|
Q3 2024
Reduced 21.67%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
94,958
shares
|
$5.53 Million
1.27% of portfolio
|
Q3 2024
Added 12.6%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
94,671
shares
|
$5.51 Million
0.5% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
93,870
shares
|
$5.46 Million
1.99% of portfolio
|
Q3 2024
Added 66.97%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
93,442
shares
|
$5.44 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
93,422
shares
|
$5.44 Million
4.46% of portfolio
|
Q3 2024
Added 32.32%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
93,316
shares
|
$5.43 Million
2.02% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
92,645
shares
|
$5.39 Million
0.36% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
92,497
shares
|
$5.38 Million
0.91% of portfolio
|
Q3 2023
Added 3.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
92,024
shares
|
$5.36 Million
0.0% of portfolio
|
Q3 2024
Added 429.6%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
91,359
shares
|
$5.32 Million
0.31% of portfolio
|
Q3 2024
Added 432.52%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
90,935
shares
|
$5.29 Million
1.46% of portfolio
|
Q3 2024
Added 11.23%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
89,909
shares
|
$5.23 Million
2.75% of portfolio
|
Q3 2024
Reduced 13.72%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
89,168
shares
|
$5.19 Million
0.59% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
87,939
shares
|
$5.12 Million
0.63% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
87,717
shares
|
$5.11 Million
0.33% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
87,421
shares
|
$5.09 Million
0.95% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
86,027
shares
|
$5.01 Million
8.68% of portfolio
|
Q4 2023
Reduced 59.58%
|