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 |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
5,005
shares
|
$291,291
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
4,988
shares
|
$290,301
0.1% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
4,985
shares
|
$290,127
0.14% of portfolio
|
Q2 2024
Added 7.55%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
4,980
shares
|
$289,836
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
4,956
shares
|
$288,439
0.19% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
4,903
shares
|
$285,354
0.41% of portfolio
|
Q3 2022
Reduced 6.45%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
4,890
shares
|
$284,598
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
4,860
shares
|
$282,852
0.17% of portfolio
|
Q3 2024
Added 33.63%
|
|
|
Hixon Zuercher, LLC
|
Oct 30, 2024 Q3 2024 |
4,856
shares
|
$282,619
0.11% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
4,812
shares
|
$280,058
0.11% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
4,805
shares
|
$279,651
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
4,771
shares
|
$277,672
0.07% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,765
shares
|
$277,323
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
4,715
shares
|
$274,413
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
4,713
shares
|
$274,296
0.12% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
4,698
shares
|
$273,423
0.2% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
4,675
shares
|
$272,085
0.04% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
4,660
shares
|
$271,212
0.14% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
4,640
shares
|
$270,048
0.1% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
4,608
shares
|
$268,185
0.05% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
4,600
shares
|
$267,720
0.04% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
4,596
shares
|
$267,487
0.07% of portfolio
|
Q3 2024
Added 26.82%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
4,589
shares
|
$267,079
0.03% of portfolio
|
Q2 2024
Added 8.38%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
4,584
shares
|
$266,788
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
4,566
shares
|
$265,741
0.1% of portfolio
|
Q3 2024
Added 0.71%
|