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 1,328 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
9,763
shares
|
$557,467
0.23% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
9,720
shares
|
$555,012
0.15% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
9,703
shares
|
$554,041
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
9,672
shares
|
$552,271
0.13% of portfolio
|
Q4 2024
Added 19.82%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
9,662
shares
|
$551,700
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,533
shares
|
$544,334
0.1% of portfolio
|
Q3 2024
Reduced 12.1%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
9,457
shares
|
$539,994
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
9,440
shares
|
$539,024
0.16% of portfolio
|
Q4 2024
Added 126.22%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
9,413
shares
|
$537,482
0.18% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
9,404
shares
|
$536,968
0.16% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
9,373
shares
|
$535,198
0.01% of portfolio
|
Q3 2023
Reduced 8.25%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
9,344
shares
|
$533,542
0.37% of portfolio
|
Q2 2023
Added 8.42%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,334
shares
|
$532,971
0.01% of portfolio
|
Q3 2023
Reduced 9.68%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
9,332
shares
|
$532,857
0.21% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
9,277
shares
|
$529,716
0.08% of portfolio
|
Q4 2024
Added 109.18%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
9,264
shares
|
$528,974
0.06% of portfolio
|
Q4 2024
Reduced 27.56%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
9,261
shares
|
$528,803
0.07% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
9,232
shares
|
$527,147
0.19% of portfolio
|
Q1 2024
Added 32.7%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
9,231
shares
|
$527,090
0.06% of portfolio
|
Q4 2024
Reduced 37.13%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
9,214
shares
|
$526,119
0.14% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
9,153
shares
|
$522,636
0.28% of portfolio
|
Q4 2024
Reduced 16.44%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
9,125
shares
|
$521,037
0.15% of portfolio
|
Q4 2024
Added 15.77%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
9,115
shares
|
$520,466
0.25% of portfolio
|
Q4 2024
Added 30.87%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Mar 06, 2025 Q4 2024 |
9,059
shares
|
$517,268
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
8,962
shares
|
$511,730
0.23% of portfolio
|
Q4 2024
Reduced 9.89%
|