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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
21,627
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
21,515
shares
|
$1.25 Million
0.76% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
21,508
shares
|
$1.25 Million
0.73% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
21,481
shares
|
$1.25 Million
0.73% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
21,464
shares
|
$1.25 Million
0.79% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
21,418
shares
|
$1.25 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
21,418
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 98.7%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
21,328
shares
|
$1.24 Million
0.36% of portfolio
|
Q3 2024
Added 15.28%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
21,297
shares
|
$1.24 Million
0.66% of portfolio
|
Q1 2024
Reduced 30.42%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
21,203
shares
|
$1.23 Million
0.56% of portfolio
|
Q3 2024
Added 9.56%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
21,176
shares
|
$1.23 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
21,049
shares
|
$1.23 Million
0.17% of portfolio
|
Q3 2024
Added 12.62%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
21,012
shares
|
$1.22 Million
0.41% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
20,980
shares
|
$1.22 Million
0.19% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
20,681
shares
|
$1.2 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
20,677
shares
|
$1.2 Million
1.82% of portfolio
|
Q3 2023
Reduced 1.43%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
20,416
shares
|
$1.19 Million
0.39% of portfolio
|
Q3 2024
Added 18.93%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
20,399
shares
|
$1.19 Million
0.52% of portfolio
|
Q3 2024
Added 47.5%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20,277
shares
|
$1.18 Million
0.73% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
20,267
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Oct 09, 2024 Q3 2024 |
20,193
shares
|
$1.18 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
19,929
shares
|
$1.16 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
19,889
shares
|
$1.16 Million
0.21% of portfolio
|
Q3 2024
Added 122.4%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
19,876
shares
|
$1.16 Million
0.9% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
19,835
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Added 20.74%
|