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 |
|---|---|---|---|---|---|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
9,038
shares
|
$526,011
0.08% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
8,904
shares
|
$518,212
0.46% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
8,817
shares
|
$513,149
0.37% of portfolio
|
Q3 2024
Reduced 42.88%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
8,800
shares
|
$512,160
0.17% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,799
shares
|
$512,101
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
8,689
shares
|
$505,699
0.34% of portfolio
|
Q3 2024
Added 19.09%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
8,662
shares
|
$504,128
0.16% of portfolio
|
Q3 2024
Added 29.15%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
8,648
shares
|
$503,313
0.13% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
8,567
shares
|
$498,599
0.05% of portfolio
|
Q3 2024
Added 50.59%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
8,541
shares
|
$497,086
0.07% of portfolio
|
Q3 2024
Reduced 94.58%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
8,495
shares
|
$494,409
0.11% of portfolio
|
Q3 2024
Added 22.67%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
8,437
shares
|
$491,033
0.03% of portfolio
|
Q3 2024
Reduced 22.36%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
8,431
shares
|
$490,684
0.08% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
8,430
shares
|
$490,626
0.04% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Sterling Manor Financial, LLC
|
Oct 24, 2024 Q3 2024 |
8,428
shares
|
$490,509
0.36% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
8,408
shares
|
$489,345
0.0% of portfolio
|
Q3 2024
Added 30.92%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
8,383
shares
|
$487,890
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
8,370
shares
|
$487,134
0.07% of portfolio
|
Q3 2024
Reduced 39.64%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
8,360
shares
|
$486,552
0.14% of portfolio
|
Q3 2024
Added 78.63%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
8,306
shares
|
$483,409
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
8,251
shares
|
$480,208
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
8,251
shares
|
$480,208
0.08% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
8,231
shares
|
$479,044
0.08% of portfolio
|
Q2 2024
Reduced 19.55%
|
|
|
Grandview Asset Management LLC
|
Oct 04, 2024 Q3 2024 |
8,130
shares
|
$473,166
0.28% of portfolio
|
Q3 2024
Added 29.62%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
8,123
shares
|
$472,758
0.01% of portfolio
|
Q2 2024
New holding
|