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 |
|---|---|---|---|---|---|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
23,960
shares
|
$1.39 Million
0.72% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
23,832
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2024
Reduced 20.24%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
23,708
shares
|
$1.38 Million
1.19% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
23,675
shares
|
$1.38 Million
1.23% of portfolio
|
Q3 2024
New holding
|
|
|
Chronos Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
23,551
shares
|
$1.37 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
23,424
shares
|
$1.36 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
23,317
shares
|
$1.36 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
23,255
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2024
Added 72.09%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
23,230
shares
|
$1.35 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
23,212
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
23,096
shares
|
$1.34 Million
0.17% of portfolio
|
Q3 2022
Added 15.52%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
23,050
shares
|
$1.34 Million
0.37% of portfolio
|
Q3 2024
Reduced 60.96%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
22,767
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.43%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
22,653
shares
|
$1.32 Million
0.07% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
22,554
shares
|
$1.31 Million
0.7% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
22,517
shares
|
$1.31 Million
0.18% of portfolio
|
Q1 2023
Added 43.12%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
22,400
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 19.82%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
22,206
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
22,143
shares
|
$1.29 Million
1.45% of portfolio
|
Q3 2024
Added 13.48%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
22,035
shares
|
$1.28 Million
0.31% of portfolio
|
Q3 2024
Added 12.51%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
21,922
shares
|
$1.28 Million
0.12% of portfolio
|
Q3 2024
Added 12.37%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Nov 18, 2024 Q3 2024 |
21,921
shares
|
$1.28 Million
0.89% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
21,899
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
21,895
shares
|
$1.27 Million
0.97% of portfolio
|
Q3 2024
Reduced 25.48%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
21,705
shares
|
$1.26 Million
0.13% of portfolio
|
Q3 2024
Added 2.53%
|