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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
12,321
shares
|
$701,927
0.27% of portfolio
|
Q3 2024
Added 804.63%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
12,269
shares
|
$698,964
0.03% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
12,263
shares
|
$698,623
0.06% of portfolio
|
Q3 2024
Added 14.78%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
12,189
shares
|
$694,407
0.1% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,109
shares
|
$689,849
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
11,954
shares
|
$681,019
0.06% of portfolio
|
Q3 2024
Added 31.42%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
11,823
shares
|
$673,556
0.37% of portfolio
|
Q2 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
11,742
shares
|
$668,941
0.02% of portfolio
|
Q2 2024
Added 12.98%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
11,609
shares
|
$661,364
0.01% of portfolio
|
Q3 2024
Added 26.93%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
11,600
shares
|
$660,852
0.2% of portfolio
|
Q1 2024
Added 76.51%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
11,599
shares
|
$660,795
0.03% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
11,250
shares
|
$640,912
0.04% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
11,071
shares
|
$630,714
0.16% of portfolio
|
Q3 2024
Added 17.19%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
10,859
shares
|
$618,637
0.2% of portfolio
|
Q3 2024
Reduced 23.5%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
10,524
shares
|
$599,552
0.1% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
10,352
shares
|
$589,753
0.0% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
10,281
shares
|
$585,708
0.2% of portfolio
|
Q3 2024
Reduced 18.0%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
10,170
shares
|
$579,384
0.17% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
10,153
shares
|
$578,416
0.03% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
9,913
shares
|
$564,743
0.27% of portfolio
|
Q3 2024
Added 31.65%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
9,825
shares
|
$559,730
0.05% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
9,637
shares
|
$549,019
0.13% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
9,604
shares
|
$547,139
0.48% of portfolio
|
Q3 2024
Added 19.53%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
9,436
shares
|
$537,568
0.1% of portfolio
|
Q3 2024
Added 30.33%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
9,436
shares
|
$537,568
0.4% of portfolio
|
Q3 2024
Added 3.22%
|