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 |
|---|---|---|---|---|---|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
19,779
shares
|
$1.15 Million
0.77% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
19,778
shares
|
$1.15 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
19,750
shares
|
$1.15 Million
0.2% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
19,664
shares
|
$1.14 Million
0.8% of portfolio
|
Q3 2024
Reduced 17.44%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
19,563
shares
|
$1.14 Million
0.53% of portfolio
|
Q3 2024
Added 40.41%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
19,393
shares
|
$1.13 Million
0.23% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
19,282
shares
|
$1.12 Million
0.6% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
19,150
shares
|
$1.11 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
19,060
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
19,034
shares
|
$1.11 Million
0.14% of portfolio
|
Q3 2024
Added 23.73%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
19,014
shares
|
$1.11 Million
0.37% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
19,007
shares
|
$1.11 Million
0.25% of portfolio
|
Q3 2024
Added 59.2%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
18,981
shares
|
$1.1 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
18,918
shares
|
$1.1 Million
0.38% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
18,909
shares
|
$1.1 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
18,811
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
18,706
shares
|
$1.09 Million
0.57% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
18,597
shares
|
$1.08 Million
0.2% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
18,557
shares
|
$1.08 Million
0.37% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
18,505
shares
|
$1.08 Million
0.08% of portfolio
|
Q4 2023
Added 34.55%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
18,462
shares
|
$1.07 Million
0.12% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
18,321
shares
|
$1.07 Million
0.29% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
18,316
shares
|
$1.07 Million
0.37% of portfolio
|
Q3 2024
Added 77.67%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,310
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
18,310
shares
|
$1.07 Million
0.39% of portfolio
|
Q3 2024
Reduced 9.16%
|