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 |
|---|---|---|---|---|---|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
12,724
shares
|
$740,536
0.42% of portfolio
|
Q3 2024
Reduced 61.45%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
12,724
shares
|
$740,536
0.15% of portfolio
|
Q3 2024
Added 186.96%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
12,627
shares
|
$734,891
0.03% of portfolio
|
Q3 2024
Reduced 42.05%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
12,598
shares
|
$733,203
0.07% of portfolio
|
Q3 2024
Added 10.17%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
12,465
shares
|
$725,463
0.41% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
12,459
shares
|
$725,113
0.28% of portfolio
|
Q3 2024
Added 20.84%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
12,416
shares
|
$722,611
0.13% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
12,343
shares
|
$718,362
0.07% of portfolio
|
Q3 2024
Added 131.79%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
12,124
shares
|
$705,616
0.01% of portfolio
|
Q3 2024
Added 59.0%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
12,070
shares
|
$702,474
0.07% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
12,068
shares
|
$702,357
0.02% of portfolio
|
Q3 2024
Added 52.51%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
12,045
shares
|
$701,019
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
12,045
shares
|
$701,019
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
11,961
shares
|
$696,130
0.46% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
11,864
shares
|
$690,484
0.05% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
11,836
shares
|
$688,855
0.05% of portfolio
|
Q4 2023
Reduced 0.39%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
11,787
shares
|
$686,003
0.11% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
11,762
shares
|
$684,548
0.11% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
11,725
shares
|
$682,395
0.0% of portfolio
|
Q3 2024
Added 125.13%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
11,425
shares
|
$664,935
0.01% of portfolio
|
Q3 2024
Added 72.22%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
11,381
shares
|
$662,374
0.02% of portfolio
|
Q3 2024
Added 19.84%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
11,364
shares
|
$661,384
0.21% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
11,277
shares
|
$656,321
0.02% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Bts Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
11,237
shares
|
$653,993
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
11,197
shares
|
$651,665
0.03% of portfolio
|
Q3 2024
Added 25.61%
|