Institutional Ownership J P Morgan ETF Tr Nasdaq Equit (JEPQ)
This table provides information about the institutional ownership of J P Morgan ETF Tr Nasdaq Equit (JEPQ). We have compiled data on the 627 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $6.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
34,400
shares
|
$1.95 Million
0.74% of portfolio
|
Q3 2024
Added 14.6%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
34,111
shares
|
$1.93 Million
0.47% of portfolio
|
Q3 2024
Added 15.19%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
33,795
shares
|
$1.91 Million
1.0% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
33,702
shares
|
$1.91 Million
0.63% of portfolio
|
Q3 2024
Added 12.63%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
33,527
shares
|
$1.9 Million
0.69% of portfolio
|
Q3 2024
Reduced 19.31%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
33,418
shares
|
$1.89 Million
0.99% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
33,264
shares
|
$1.88 Million
0.54% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
33,243
shares
|
$1.88 Million
0.47% of portfolio
|
Q3 2024
Added 14.86%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
32,733
shares
|
$1.85 Million
0.66% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Bouvel Investment Partners, LLC
|
Nov 05, 2024 Q3 2024 |
32,399
shares
|
$1.83 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
31,576
shares
|
$1.79 Million
0.31% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
31,156
shares
|
$1.76 Million
1.09% of portfolio
|
Q3 2024
Added 38.42%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
31,065
shares
|
$1.76 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
30,507
shares
|
$1.73 Million
0.08% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
30,148
shares
|
$1.71 Million
0.51% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Flow State Investments, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
30,000
shares
|
$1.7 Million
0.67% of portfolio
|
Q3 2024
Added 76.47%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
29,993
shares
|
$1.7 Million
0.3% of portfolio
|
Q3 2024
Added 30.69%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
29,954
shares
|
$1.69 Million
0.64% of portfolio
|
Q3 2024
Reduced 27.8%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
29,612
shares
|
$1.68 Million
0.59% of portfolio
|
Q3 2024
Added 17.68%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
29,507
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
29,377
shares
|
$1.66 Million
0.07% of portfolio
|
Q3 2024
Added 140.07%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
29,289
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2024
Added 48.73%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
29,138
shares
|
$1.65 Million
0.48% of portfolio
|
Q3 2024
Added 42.76%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
29,135
shares
|
$1.65 Million
0.11% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
29,048
shares
|
$1.64 Million
0.04% of portfolio
|
Q3 2024
Added 21.96%
|