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 1,175 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 $16.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
28,383
shares
|
$1.62 Million
0.12% of portfolio
|
Q3 2024
Added 0.2%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
28,310
shares
|
$1.62 Million
0.54% of portfolio
|
Q3 2024
Reduced 97.3%
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
28,293
shares
|
$1.61 Million
0.28% of portfolio
|
Q3 2024
Added 0.1%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
28,194
shares
|
$1.61 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
27,936
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2024
Added 9.98%
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
27,836
shares
|
$1.59 Million
0.14% of portfolio
|
Q3 2024
Added 2.12%
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
27,802
shares
|
$1.59 Million
0.52% of portfolio
|
Q4 2024
Added 11.27%
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
27,366
shares
|
$1.56 Million
0.71% of portfolio
|
Q3 2024
Added 3.81%
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
27,343
shares
|
$1.56 Million
0.39% of portfolio
|
Q3 2024
Added 35.1%
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
27,176
shares
|
$1.55 Million
0.62% of portfolio
|
Q3 2024
Added 7.61%
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
26,825
shares
|
$1.53 Million
0.17% of portfolio
|
Q3 2024
Added 5.42%
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
26,820
shares
|
$1.53 Million
0.15% of portfolio
|
Q3 2024
Added 14.16%
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
26,764
shares
|
$1.53 Million
1.03% of portfolio
|
Q2 2024
Reduced 10.6%
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
26,650
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
26,526
shares
|
$1.51 Million
0.15% of portfolio
|
Q3 2024
Added 79.06%
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
26,475
shares
|
$1.51 Million
1.24% of portfolio
|
Q3 2024
Reduced 27.37%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
26,000
shares
|
$1.48 Million
0.07% of portfolio
|
Q1 2023
Added 33.33%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
25,919
shares
|
$1.48 Million
0.11% of portfolio
|
Q3 2024
Added 6.81%
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
25,788
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.54%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
25,751
shares
|
$1.47 Million
0.36% of portfolio
|
Q1 2024
New holding
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
25,428
shares
|
$1.45 Million
0.16% of portfolio
|
Q3 2024
Reduced 20.32%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
25,189
shares
|
$1.44 Million
0.44% of portfolio
|
Q3 2024
Added 9.17%
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
25,128
shares
|
$1.43 Million
1.23% of portfolio
|
Q3 2024
Added 2.4%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
25,112
shares
|
$1.43 Million
0.05% of portfolio
|
Q3 2024
Reduced 48.4%
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
25,027
shares
|
$1.43 Million
0.28% of portfolio
|
Q3 2024
Reduced 36.58%
|