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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
17,793
shares
|
$1.01 Million
0.31% of portfolio
|
Q3 2024
Reduced 98.09%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
17,640
shares
|
$997,894
0.04% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
17,640
shares
|
$997,894
0.29% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
17,368
shares
|
$982,507
0.28% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
17,358
shares
|
$981,942
0.05% of portfolio
|
Q3 2024
Added 49.86%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
17,125
shares
|
$968,761
0.12% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,705
shares
|
$945,001
0.03% of portfolio
|
Q3 2024
Added 104.84%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
16,592
shares
|
$938,609
0.36% of portfolio
|
Q3 2024
Added 184.84%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
16,539
shares
|
$935,611
0.07% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
16,454
shares
|
$930,802
0.02% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
16,425
shares
|
$929,162
0.01% of portfolio
|
Q3 2024
Added 19.21%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
16,267
shares
|
$920,224
0.11% of portfolio
|
Q3 2024
Added 25.81%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
16,034
shares
|
$907,043
0.71% of portfolio
|
Q3 2024
Added 58.33%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
15,912
shares
|
$900,141
0.23% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
15,801
shares
|
$893,862
0.27% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
15,764
shares
|
$891,769
0.49% of portfolio
|
Q3 2024
Added 17.2%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
15,720
shares
|
$889,280
0.43% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,697
shares
|
$887,979
0.03% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
15,508
shares
|
$877,287
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,494
shares
|
$876,495
0.0% of portfolio
|
Q3 2024
Added 26.12%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
15,476
shares
|
$875,477
0.04% of portfolio
|
Q3 2024
Added 94.11%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
15,348
shares
|
$868,236
0.47% of portfolio
|
Q3 2024
Reduced 76.19%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
15,290
shares
|
$864,955
0.11% of portfolio
|
Q3 2024
Added 43.7%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
15,146
shares
|
$856,809
0.2% of portfolio
|
Q4 2023
Added 96.17%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
15,140
shares
|
$856,469
0.06% of portfolio
|
Q3 2024
Added 71.77%
|