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 |
|---|---|---|---|---|---|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
8,105
shares
|
$471,711
0.15% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
8,072
shares
|
$469,790
0.11% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
7,961
shares
|
$463,330
0.0% of portfolio
|
Q3 2024
Added 73.44%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
7,932
shares
|
$461,642
0.09% of portfolio
|
Q3 2024
Added 89.72%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
7,925
shares
|
$461,235
0.25% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
7,882
shares
|
$458,732
0.14% of portfolio
|
Q3 2024
Added 49.93%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
7,872
shares
|
$458,150
0.26% of portfolio
|
Q3 2024
Reduced 88.71%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
7,855
shares
|
$457,161
0.23% of portfolio
|
Q3 2024
Added 15.74%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
7,837
shares
|
$456,113
0.24% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
7,748
shares
|
$450,933
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
7,644
shares
|
$444,880
0.25% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
7,617
shares
|
$443,309
0.04% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
7,597
shares
|
$442,145
0.04% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
7,594
shares
|
$441,970
0.26% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
7,564
shares
|
$440,224
0.01% of portfolio
|
Q3 2024
Added 43.99%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
7,519
shares
|
$437,605
0.11% of portfolio
|
Q3 2024
Added 37.86%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
7,500
shares
|
$436,500
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
7,500
shares
|
$436,500
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
7,428
shares
|
$432,309
0.2% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
7,423
shares
|
$432,018
0.2% of portfolio
|
Q3 2024
Reduced 15.52%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
7,387
shares
|
$429,923
0.07% of portfolio
|
Q3 2024
Added 37.74%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
7,381
shares
|
$429,574
0.09% of portfolio
|
Q3 2024
Reduced 17.5%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
7,355
shares
|
$428,061
0.06% of portfolio
|
Q3 2024
Reduced 15.43%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
7,339
shares
|
$427,129
0.03% of portfolio
|
Q3 2024
Added 1757.97%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
7,328
shares
|
$426,489
0.22% of portfolio
|
Q3 2024
Added 14.59%
|