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 |
|---|---|---|---|---|---|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
70,165
shares
|
$4.08 Million
3.34% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
70,102
shares
|
$4.08 Million
0.3% of portfolio
|
Q2 2024
Added 26.04%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
69,766
shares
|
$4.06 Million
1.79% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
69,742
shares
|
$4.06 Million
2.82% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
69,563
shares
|
$4.05 Million
0.12% of portfolio
|
Q3 2024
Added 67.1%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Oct 16, 2024 Q3 2024 |
69,434
shares
|
$4.04 Million
2.42% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
69,248
shares
|
$4.03 Million
0.01% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
68,983
shares
|
$4.01 Million
0.41% of portfolio
|
Q3 2024
Added 13.78%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
68,949
shares
|
$4.01 Million
2.9% of portfolio
|
Q3 2024
Added 87.82%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
68,886
shares
|
$4.01 Million
0.11% of portfolio
|
Q3 2024
Reduced 23.55%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
68,744
shares
|
$4 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
68,379
shares
|
$3.98 Million
0.17% of portfolio
|
Q3 2024
Added 16.99%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
67,124
shares
|
$3.91 Million
0.45% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
67,009
shares
|
$3.9 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
66,980
shares
|
$3.9 Million
1.47% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
66,919
shares
|
$3.89 Million
2.15% of portfolio
|
Q2 2024
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
66,232
shares
|
$3.85 Million
3.11% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
66,073
shares
|
$3.85 Million
0.21% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
64,933
shares
|
$3.78 Million
0.79% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
64,287
shares
|
$3.74 Million
2.78% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
64,130
shares
|
$3.73 Million
1.02% of portfolio
|
Q3 2024
Added 102.46%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
64,050
shares
|
$3.73 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
63,600
shares
|
$3.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
63,573
shares
|
$3.7 Million
1.36% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
63,525
shares
|
$3.7 Million
0.14% of portfolio
|
Q3 2024
Reduced 6.21%
|