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 |
|---|---|---|---|---|---|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
326,978
shares
|
$19 Million
2.61% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
325,045
shares
|
$18.9 Million
6.81% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
322,622
shares
|
$18.8 Million
2.8% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
321,949
shares
|
$18.7 Million
0.34% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
313,607
shares
|
$18.3 Million
1.5% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
313,146
shares
|
$18.2 Million
0.37% of portfolio
|
Q3 2024
Added 883.62%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
312,611
shares
|
$18.2 Million
6.89% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
312,115
shares
|
$18.2 Million
1.39% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
306,849
shares
|
$17.9 Million
9.05% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
300,876
shares
|
$17.5 Million
1.94% of portfolio
|
Q3 2024
Reduced 12.22%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
297,964
shares
|
$17.3 Million
2.82% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
295,388
shares
|
$17.2 Million
1.66% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
295,380
shares
|
$17.2 Million
2.13% of portfolio
|
Q3 2024
Added 17.2%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
293,477
shares
|
$17.1 Million
0.66% of portfolio
|
Q3 2024
Reduced 21.41%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
292,817
shares
|
$17 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
287,845
shares
|
$16.8 Million
3.71% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
287,299
shares
|
$16.7 Million
2.1% of portfolio
|
Q3 2023
Added 2.9%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
282,319
shares
|
$16.4 Million
0.38% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
279,717
shares
|
$16.3 Million
0.06% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Madden Securities Corp
|
Oct 09, 2024 Q3 2024 |
277,969
shares
|
$16.2 Million
7.27% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
272,311
shares
|
$15.8 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
270,489
shares
|
$15.7 Million
0.55% of portfolio
|
Q3 2024
Added 20.38%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
269,263
shares
|
$15.7 Million
5.93% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
268,822
shares
|
$15.6 Million
0.77% of portfolio
|
Q3 2024
Reduced 39.31%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
262,834
shares
|
$15.3 Million
1.41% of portfolio
|
Q4 2022
Added 7.63%
|