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 |
|---|---|---|---|---|---|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
25,099
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
Added 130.9%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
24,763
shares
|
$1.4 Million
0.83% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
24,709
shares
|
$1.4 Million
0.47% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
24,707
shares
|
$1.4 Million
0.08% of portfolio
|
Q3 2024
Added 71.74%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
23,762
shares
|
$1.34 Million
0.78% of portfolio
|
Q3 2024
Reduced 53.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
23,625
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
23,608
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 14.37%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
23,449
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
23,395
shares
|
$1.32 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
23,348
shares
|
$1.32 Million
0.76% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,185
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
23,057
shares
|
$1.3 Million
0.44% of portfolio
|
Q3 2024
Added 75.47%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
23,000
shares
|
$1.3 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
22,796
shares
|
$1.29 Million
0.87% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
22,482
shares
|
$1.27 Million
0.17% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
22,405
shares
|
$1.27 Million
0.27% of portfolio
|
Q3 2024
Added 14.42%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
22,388
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Added 123.7%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
22,155
shares
|
$1.25 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
22,147
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 45.75%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
22,028
shares
|
$1.25 Million
0.99% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
21,936
shares
|
$1.24 Million
0.27% of portfolio
|
Q2 2024
Added 4.77%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
21,853
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
21,737
shares
|
$1.23 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
21,683
shares
|
$1.23 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
21,603
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.2%
|