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 |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,668
shares
|
$97,077
0.04% of portfolio
|
Q3 2024
Added 42.81%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
1,600
shares
|
$93,120
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,594
shares
|
$92,770
0.04% of portfolio
|
Q3 2024
Added 23.18%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
1,593
shares
|
$92,712
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
1,593
shares
|
$92,712
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,589
shares
|
$92,479
0.0% of portfolio
|
Q3 2024
Reduced 31.66%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,570
shares
|
$91,374
0.02% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,436
shares
|
$83,575
0.01% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
1,338
shares
|
$77,871
0.03% of portfolio
|
Q4 2023
Reduced 17.79%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,319
shares
|
$76,765
0.0% of portfolio
|
Q3 2024
Added 60.85%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,276
shares
|
$74,263
0.03% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
1,214
shares
|
$70,654
0.03% of portfolio
|
Q3 2024
Added 21.4%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
1,145
shares
|
$66,639
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,100
shares
|
$64,020
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
1,096
shares
|
$63,787
0.0% of portfolio
|
Q4 2023
Reduced 24.52%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
1,092
shares
|
$63,554
0.0% of portfolio
|
Q3 2024
Reduced 75.28%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,031
shares
|
$60,004
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,021
shares
|
$59,422
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,000
shares
|
$58,200
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
1,000
shares
|
$58,200
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
960
shares
|
$55,872
0.01% of portfolio
|
Q3 2024
Reduced 79.4%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
950
shares
|
$55,290
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
938
shares
|
$54,591
0.01% of portfolio
|
Q3 2024
Reduced 57.5%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
869
shares
|
$50,575
0.01% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
867
shares
|
$50,459
0.02% of portfolio
|
Q3 2024
Added 1.17%
|