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 1,263 institutions that hold shares in the stock, with a total of 292 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,000
shares
|
$58,790
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,000
shares
|
$58,790
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
974
shares
|
$57,261
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
969
shares
|
$56,967
0.02% of portfolio
|
Q4 2024
Added 17.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
957
shares
|
$56,262
0.0% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
950
shares
|
$55,850
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
869
shares
|
$51,088
0.01% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
867
shares
|
$50,970
0.02% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
864
shares
|
$50,794
0.0% of portfolio
|
Q4 2022
Added 59.41%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
851
shares
|
$50,030
0.02% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
798
shares
|
$46,914
0.03% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
786
shares
|
$46,208
0.01% of portfolio
|
Q3 2024
Added 48.02%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
768
shares
|
$45,150
0.01% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
763
shares
|
$44,856
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
720
shares
|
$42,328
0.01% of portfolio
|
Q4 2024
Added 737.21%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
705
shares
|
$41,446
0.02% of portfolio
|
Q1 2024
Added 83.12%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
685
shares
|
$40,271
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
676
shares
|
$39,742
0.01% of portfolio
|
Q3 2024
Reduced 56.44%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
641
shares
|
$37,684
0.01% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
605
shares
|
$35,567
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
564
shares
|
$33,157
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
550
shares
|
$32,334
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
541
shares
|
$31,805
0.0% of portfolio
|
Q4 2024
Added 28.5%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
530
shares
|
$31,158
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
530
shares
|
$31,158
0.01% of portfolio
|
Q4 2023
Reduced 69.31%
|