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 |
|---|---|---|---|---|---|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
34,433
shares
|
$2 Million
1.04% of portfolio
|
Q3 2024
Added 28.09%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
34,366
shares
|
$2 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.84%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
34,095
shares
|
$1.98 Million
0.1% of portfolio
|
Q3 2024
Reduced 33.17%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
33,632
shares
|
$1.96 Million
0.17% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
33,420
shares
|
$1.95 Million
0.8% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
33,388
shares
|
$1.94 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
33,339
shares
|
$1.94 Million
0.14% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
33,280
shares
|
$1.94 Million
0.22% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
33,123
shares
|
$1.93 Million
0.49% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
32,942
shares
|
$1.92 Million
0.94% of portfolio
|
Q3 2024
Reduced 12.68%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
32,864
shares
|
$1.91 Million
1.15% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
32,812
shares
|
$1.91 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
32,777
shares
|
$1.91 Million
0.38% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
32,651
shares
|
$1.9 Million
0.61% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
32,641
shares
|
$1.9 Million
0.46% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
32,598
shares
|
$1.9 Million
2.49% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
32,522
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
32,277
shares
|
$1.88 Million
0.29% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
32,256
shares
|
$1.88 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
32,161
shares
|
$1.87 Million
0.91% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
31,934
shares
|
$1.86 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
31,280
shares
|
$1.82 Million
0.2% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
31,206
shares
|
$1.82 Million
1.11% of portfolio
|
Q2 2024
Reduced 8.59%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
31,054
shares
|
$1.81 Million
0.85% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
30,750
shares
|
$1.79 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.32%
|