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 629 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 $6.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
15,065
shares
|
$858,253
0.03% of portfolio
|
Q3 2024
Added 26.83%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
14,963
shares
|
$852,442
0.02% of portfolio
|
Q3 2024
Reduced 14.12%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
14,817
shares
|
$844,124
0.1% of portfolio
|
Q3 2024
Added 36.19%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
14,647
shares
|
$834,439
0.15% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
14,572
shares
|
$830,166
0.06% of portfolio
|
Q3 2023
Added 3.44%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
14,221
shares
|
$810,170
0.04% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
14,198
shares
|
$808,860
0.35% of portfolio
|
Q3 2024
Added 31.48%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
14,158
shares
|
$806,581
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
14,124
shares
|
$804,644
0.18% of portfolio
|
Q3 2024
Added 8.84%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
14,088
shares
|
$802,593
0.09% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
14,054
shares
|
$800,656
0.02% of portfolio
|
Q2 2024
Added 30.66%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
13,906
shares
|
$792,224
0.07% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
13,740
shares
|
$782,767
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
13,737
shares
|
$782,596
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
13,660
shares
|
$778,210
0.37% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Nov 15, 2024 Q3 2024 |
13,356
shares
|
$760,891
1.1% of portfolio
|
Q3 2024
Reduced 22.01%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,283
shares
|
$756,732
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
13,117
shares
|
$747,275
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,049
shares
|
$743,401
0.68% of portfolio
|
Q3 2024
Reduced 89.42%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
12,759
shares
|
$726,880
0.17% of portfolio
|
Q3 2024
Reduced 24.07%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
12,665
shares
|
$721,525
0.03% of portfolio
|
Q3 2024
Added 70.34%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
12,654
shares
|
$720,898
0.2% of portfolio
|
Q3 2024
Added 44.3%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
12,628
shares
|
$719,417
0.02% of portfolio
|
Q3 2024
Reduced 45.99%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
12,550
shares
|
$714,973
0.48% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
12,349
shares
|
$703,522
0.51% of portfolio
|
Q3 2024
Added 0.68%
|