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 1,234 institutions that hold shares in the stock, with a total of 290 Million shares, which have been reported (via 13F filing form) to have a value of $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
171
shares
|
$10,037
0.01% of portfolio
|
Q3 2024
Reduced 34.23%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
157
shares
|
$9,215
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
150
shares
|
$8,805
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
146
shares
|
$8,570
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
138
shares
|
$8,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
113
shares
|
$6,633
0.01% of portfolio
|
Q3 2024
Reduced 84.75%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$5,870
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
91
shares
|
$5,341
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
80
shares
|
$4,696
0.0% of portfolio
|
Q2 2023
Added 2.56%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
80
shares
|
$4,696
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
75
shares
|
$4,402
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
63
shares
|
$3,698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
56
shares
|
$3,287
0.0% of portfolio
|
Q3 2024
Reduced 99.96%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
51
shares
|
$2,993
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
50
shares
|
$2,935
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
50
shares
|
$2,935
0.0% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
39
shares
|
$2,289
0.0% of portfolio
|
Q4 2024
Reduced 98.02%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
37
shares
|
$2,171
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
27
shares
|
$1,584
0.0% of portfolio
|
Q3 2024
Added 17.39%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
27
shares
|
$1,584
0.15% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
19
shares
|
$1,115
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
18
shares
|
$1,056
0.0% of portfolio
|
Q4 2024
Reduced 96.54%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
15
shares
|
$880
0.0% of portfolio
|
Q4 2024
Reduced 86.96%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
7
shares
|
$410
0.0% of portfolio
|
Q3 2024
Reduced 86.0%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
6
shares
|
$352
0.0% of portfolio
|
Q4 2024
Reduced 95.31%
|