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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
261,230
shares
|
$15.2 Million
0.14% of portfolio
|
Q3 2024
Added 239.87%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
256,928
shares
|
$15 Million
0.09% of portfolio
|
Q3 2024
Added 14.44%
|
|
|
Lee Johnson Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
256,798
shares
|
$14.9 Million
7.86% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
254,471
shares
|
$14.8 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
254,124
shares
|
$14.8 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
253,467
shares
|
$14.8 Million
5.55% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
250,856
shares
|
$14.6 Million
5.34% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
248,349
shares
|
$14.5 Million
0.28% of portfolio
|
Q3 2024
Reduced 18.39%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
245,639
shares
|
$14.3 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
245,506
shares
|
$14.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 37.87%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
245,058
shares
|
$14.3 Million
0.3% of portfolio
|
Q2 2024
Added 17.94%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
244,754
shares
|
$14.2 Million
7.09% of portfolio
|
Q1 2024
Added 16.27%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
242,713
shares
|
$14.1 Million
3.7% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
241,116
shares
|
$14 Million
0.03% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
240,371
shares
|
$14 Million
1.05% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
239,401
shares
|
$13.9 Million
3.34% of portfolio
|
Q3 2024
Added 19.03%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
235,115
shares
|
$13.7 Million
6.17% of portfolio
|
Q3 2024
Added 34.41%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
235,015
shares
|
$13.7 Million
0.9% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
234,238
shares
|
$13.6 Million
4.45% of portfolio
|
Q3 2024
Added 13.06%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
233,500
shares
|
$13.6 Million
0.14% of portfolio
|
Q3 2024
Reduced 37.18%
|
|
|
Rezny Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
233,240
shares
|
$13.6 Million
3.55% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
232,500
shares
|
$13.5 Million
7.04% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
232,125
shares
|
$13.5 Million
0.09% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
231,243
shares
|
$13.5 Million
0.53% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
229,295
shares
|
$13.3 Million
0.14% of portfolio
|
Q3 2024
Added 2.3%
|