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 |
|---|---|---|---|---|---|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
3,542
shares
|
$206,144
0.05% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
3,541
shares
|
$206,086
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
3,494
shares
|
$203,350
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
3,490
shares
|
$203,118
0.0% of portfolio
|
Q3 2024
Reduced 48.3%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
3,479
shares
|
$202,477
0.07% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
3,460
shares
|
$201,372
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
3,439
shares
|
$200,149
0.13% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
3,409
shares
|
$198,403
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
3,406
shares
|
$198,229
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
3,368
shares
|
$196,017
0.0% of portfolio
|
Q3 2024
Reduced 75.43%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
3,337
shares
|
$194,213
0.01% of portfolio
|
Q3 2024
Added 382.23%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
3,321
shares
|
$193,282
0.02% of portfolio
|
Q3 2024
Added 20.59%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,107
shares
|
$180,827
0.02% of portfolio
|
Q1 2024
Added 4.4%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
3,089
shares
|
$179,779
0.11% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
3,057
shares
|
$177,917
0.09% of portfolio
|
Q3 2024
Reduced 80.1%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,969
shares
|
$172,795
0.0% of portfolio
|
Q3 2024
Added 2201.55%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
2,943
shares
|
$171,282
0.09% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,875
shares
|
$167,325
0.03% of portfolio
|
Q1 2024
Reduced 18.62%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
2,800
shares
|
$162,960
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
2,728
shares
|
$158,769
0.01% of portfolio
|
Q1 2024
Reduced 14.91%
|
|
|
Alaska Permanent Capital Management
|
Nov 04, 2024 Q3 2024 |
2,690
shares
|
$156,558
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
2,662
shares
|
$154,928
0.02% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
2,661
shares
|
$154,870
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
2,624
shares
|
$152,716
0.1% of portfolio
|
Q3 2024
Added 14.64%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
2,594
shares
|
$150,970
0.01% of portfolio
|
Q2 2024
Added 293.03%
|