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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
9,417
shares
|
$532,719
0.06% of portfolio
|
Q3 2024
Added 16.3%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
9,386
shares
|
$530,966
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
9,289
shares
|
$525,478
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
9,086
shares
|
$513,995
0.19% of portfolio
|
Q3 2024
Added 19.79%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
8,935
shares
|
$505,452
0.02% of portfolio
|
Q3 2024
Reduced 25.83%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
8,919
shares
|
$504,547
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
8,908
shares
|
$503,925
0.04% of portfolio
|
Q3 2024
Added 9.34%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
8,894
shares
|
$503,133
0.23% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
8,885
shares
|
$502,624
0.2% of portfolio
|
Q1 2024
Reduced 13.11%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
8,880
shares
|
$502,341
0.01% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
8,866
shares
|
$501,549
0.01% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
8,700
shares
|
$492,159
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
8,691
shares
|
$491,649
0.03% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
8,566
shares
|
$484,578
0.29% of portfolio
|
Q3 2024
Added 31.22%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,559
shares
|
$484,182
0.0% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
8,540
shares
|
$483,107
0.08% of portfolio
|
Q3 2024
Added 24.13%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
8,495
shares
|
$480,562
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
8,495
shares
|
$480,562
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
8,285
shares
|
$468,682
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
8,077
shares
|
$456,915
0.04% of portfolio
|
Q3 2024
Reduced 16.96%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
8,029
shares
|
$454,200
0.07% of portfolio
|
Q3 2024
Added 54.2%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
8,000
shares
|
$452,560
0.0% of portfolio
|
Q3 2024
Reduced 45.21%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
7,999
shares
|
$452,503
0.07% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
7,985
shares
|
$451,711
0.09% of portfolio
|
Q3 2024
Added 27.05%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,953
shares
|
$449,901
0.03% of portfolio
|
Q3 2024
Added 14.55%
|