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 |
|---|---|---|---|---|---|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
85,771
shares
|
$4.99 Million
2.0% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
85,616
shares
|
$4.98 Million
0.4% of portfolio
|
Q3 2024
Added 63.03%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
85,521
shares
|
$4.98 Million
0.09% of portfolio
|
Q4 2022
Reduced 1.49%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
85,226
shares
|
$4.96 Million
1.38% of portfolio
|
Q1 2023
Added 126.03%
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
85,150
shares
|
$4.96 Million
6.0% of portfolio
|
Q3 2023
Reduced 2.6%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
85,056
shares
|
$4.95 Million
0.53% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
84,826
shares
|
$4.94 Million
1.39% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
84,350
shares
|
$4.91 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
83,823
shares
|
$4.88 Million
4.09% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
83,459
shares
|
$4.86 Million
0.06% of portfolio
|
Q2 2022
Added 22.84%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
83,014
shares
|
$4.83 Million
0.7% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
82,737
shares
|
$4.82 Million
0.15% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
82,564
shares
|
$4.81 Million
0.5% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
82,289
shares
|
$4.79 Million
0.49% of portfolio
|
Q3 2024
Added 191.86%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
81,334
shares
|
$4.73 Million
0.12% of portfolio
|
Q4 2023
Added 8.4%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
81,186
shares
|
$4.73 Million
0.49% of portfolio
|
Q3 2024
Reduced 47.07%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
80,910
shares
|
$4.71 Million
1.08% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
80,907
shares
|
$4.71 Million
2.8% of portfolio
|
Q2 2024
Added 13.63%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
80,099
shares
|
$4.66 Million
0.4% of portfolio
|
Q3 2024
Added 38.8%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
79,641
shares
|
$4.64 Million
0.61% of portfolio
|
Q3 2024
Added 31.78%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
79,495
shares
|
$4.63 Million
0.11% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
79,459
shares
|
$4.62 Million
0.97% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
79,233
shares
|
$4.61 Million
1.59% of portfolio
|
Q4 2023
Reduced 54.19%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
78,975
shares
|
$4.6 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
78,429
shares
|
$4.56 Million
0.32% of portfolio
|
Q3 2024
Reduced 5.05%
|