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 1,328 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
1,596,402
shares
|
$91.2 Million
3.54% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
1,583,959
shares
|
$90.4 Million
6.61% of portfolio
|
Q4 2024
Added 11.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
1,579,987
shares
|
$90.2 Million
0.18% of portfolio
|
Q4 2024
Added 12.08%
|
|
|
Enstar Group LTD
Hamilton, D0 |
Feb 14, 2025 Q4 2024 |
1,539,025
shares
|
$87.9 Million
40.68% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,452,338
shares
|
$82.9 Million
1.31% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,403,738
shares
|
$80.2 Million
1.25% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
1,367,035
shares
|
$78.1 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Requisite Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,343,293
shares
|
$76.7 Million
17.14% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,321,467
shares
|
$75.5 Million
0.44% of portfolio
|
Q4 2024
Added 21.46%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
1,315,095
shares
|
$75.1 Million
6.8% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
1,301,762
shares
|
$74.3 Million
0.24% of portfolio
|
Q4 2024
Reduced 98.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
1,261,157
shares
|
$72 Million
0.83% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
1,213,021
shares
|
$69.3 Million
0.14% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,165,502
shares
|
$66.6 Million
0.39% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
1,090,177
shares
|
$62.2 Million
0.02% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,073,749
shares
|
$61.3 Million
0.04% of portfolio
|
Q4 2024
Added 13.53%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
983,014
shares
|
$56.1 Million
0.36% of portfolio
|
Q4 2024
Added 14.0%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
973,620
shares
|
$55.6 Million
21.57% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
930,590
shares
|
$53.1 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
872,169
shares
|
$49.8 Million
1.03% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
840,282
shares
|
$48 Million
0.01% of portfolio
|
Q4 2024
Added 12441.52%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
818,500
shares
|
$46.7 Million
0.08% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
796,351
shares
|
$45.5 Million
0.95% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
779,879
shares
|
$44.5 Million
0.41% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
769,584
shares
|
$43.9 Million
1.05% of portfolio
|
Q4 2024
Added 15.37%
|