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 |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
8,948
shares
|
$510,930
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
8,904
shares
|
$508,418
0.46% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
8,898
shares
|
$508,075
0.14% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
8,876
shares
|
$506,819
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
8,817
shares
|
$503,450
0.37% of portfolio
|
Q3 2024
Reduced 42.88%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
8,728
shares
|
$498,368
0.19% of portfolio
|
Q4 2024
Added 79.74%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,683
shares
|
$495,799
0.27% of portfolio
|
Q4 2024
Added 82.22%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
8,607
shares
|
$491,459
0.01% of portfolio
|
Q4 2024
Reduced 52.71%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
8,594
shares
|
$490,717
0.21% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
8,593
shares
|
$490,660
0.25% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
8,484
shares
|
$484,436
0.36% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
8,431
shares
|
$481,410
0.07% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
8,377
shares
|
$478,326
0.42% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
8,268
shares
|
$472,102
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
8,231
shares
|
$469,990
0.07% of portfolio
|
Q2 2024
Reduced 19.55%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
8,171
shares
|
$466,564
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
8,132
shares
|
$464,337
0.03% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
8,123
shares
|
$463,823
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
B&L Asset Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
8,058
shares
|
$460,111
0.29% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
8,052
shares
|
$459,769
0.12% of portfolio
|
Q4 2024
Reduced 53.41%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
8,014
shares
|
$457,599
0.04% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
7,900
shares
|
$451,090
0.14% of portfolio
|
Q4 2024
Added 29.57%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
7,890
shares
|
$450,519
0.25% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
7,887
shares
|
$450,347
0.08% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
7,872
shares
|
$449,491
0.22% of portfolio
|
Q3 2024
Reduced 88.71%
|