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 |
|---|---|---|---|---|---|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
16,314
shares
|
$949,474
0.22% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
16,249
shares
|
$945,691
0.05% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
16,245
shares
|
$945,459
0.19% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
15,967
shares
|
$929,279
0.14% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
15,834
shares
|
$921,538
0.59% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
15,787
shares
|
$918,803
2.32% of portfolio
|
Q3 2024
Added 52.41%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
15,780
shares
|
$918,396
0.09% of portfolio
|
Q3 2024
Reduced 16.45%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
15,743
shares
|
$916,242
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
15,627
shares
|
$909,491
0.85% of portfolio
|
Q3 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
15,563
shares
|
$905,766
0.09% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
15,506
shares
|
$902,449
0.67% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
15,377
shares
|
$894,941
0.0% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
15,375
shares
|
$894,825
0.08% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
15,193
shares
|
$884,232
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
15,182
shares
|
$883,592
0.01% of portfolio
|
Q2 2024
Reduced 11.87%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
15,155
shares
|
$882,021
0.44% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
15,035
shares
|
$875,037
0.09% of portfolio
|
Q3 2024
Reduced 81.03%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
14,971
shares
|
$871,312
1.74% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
14,935
shares
|
$869,217
0.44% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
14,918
shares
|
$868,227
0.23% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
14,913
shares
|
$867,936
0.33% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
14,872
shares
|
$865,550
0.23% of portfolio
|
Q2 2024
Added 2.23%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
14,795
shares
|
$861,069
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
14,682
shares
|
$854,492
0.11% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
14,563
shares
|
$847,566
0.03% of portfolio
|
Q3 2024
Added 4.8%
|