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 |
|---|---|---|---|---|---|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
44,838
shares
|
$2.61 Million
0.42% of portfolio
|
Q3 2024
Added 22.26%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
44,836
shares
|
$2.61 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
44,774
shares
|
$2.61 Million
0.6% of portfolio
|
Q3 2024
Added 62.89%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
44,725
shares
|
$2.6 Million
1.4% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Oct 15, 2024 Q3 2024 |
44,580
shares
|
$2.59 Million
1.92% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
43,667
shares
|
$2.54 Million
0.11% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
43,295
shares
|
$2.52 Million
0.45% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
43,152
shares
|
$2.51 Million
1.44% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
43,009
shares
|
$2.5 Million
1.63% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
42,316
shares
|
$2.46 Million
0.9% of portfolio
|
Q3 2024
Added 56.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
42,174
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.87%
|
|
|
Hourglass Capital, LLC
|
Nov 06, 2024 Q3 2024 |
42,150
shares
|
$2.45 Million
0.7% of portfolio
|
Q4 2023
Added 7.66%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
41,810
shares
|
$2.43 Million
0.62% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
41,666
shares
|
$2.42 Million
0.04% of portfolio
|
Q2 2024
Added 14.57%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
41,652
shares
|
$2.42 Million
0.92% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
41,333
shares
|
$2.41 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
41,238
shares
|
$2.4 Million
0.97% of portfolio
|
Q3 2024
Added 13.19%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
41,142
shares
|
$2.39 Million
2.2% of portfolio
|
Q2 2023
Added 2.36%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
41,105
shares
|
$2.39 Million
0.55% of portfolio
|
Q3 2024
Added 20.71%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
41,075
shares
|
$2.39 Million
0.93% of portfolio
|
Q1 2024
Added 0.86%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
40,777
shares
|
$2.37 Million
0.11% of portfolio
|
Q3 2024
Reduced 22.32%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
40,689
shares
|
$2.37 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
40,412
shares
|
$2.35 Million
1.47% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
40,390
shares
|
$2.35 Million
0.54% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
40,253
shares
|
$2.34 Million
0.94% of portfolio
|
Q3 2024
Added 5.75%
|