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 |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
3,641
shares
|
$205,971
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
3,615
shares
|
$204,500
0.07% of portfolio
|
Q3 2024
Added 16.8%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
3,595
shares
|
$203,369
0.03% of portfolio
|
Q3 2024
Added 3606.19%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
3,478
shares
|
$196,750
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
3,159
shares
|
$178,704
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,116
shares
|
$176,272
0.0% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
3,102
shares
|
$175,480
0.11% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,790
shares
|
$157,830
0.05% of portfolio
|
Q3 2024
Added 39.5%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
2,720
shares
|
$153,870
0.03% of portfolio
|
Q2 2024
Added 277.78%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
2,696
shares
|
$152,512
0.05% of portfolio
|
Q3 2024
Reduced 87.26%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
2,673
shares
|
$151,211
0.02% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
2,596
shares
|
$146,855
0.02% of portfolio
|
Q2 2024
Added 10.09%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
2,295
shares
|
$129,828
0.06% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
2,107
shares
|
$119,192
0.01% of portfolio
|
Q3 2024
Added 338.05%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
2,000
shares
|
$113,140
0.03% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,944
shares
|
$109,972
0.03% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
1,895
shares
|
$107,200
0.0% of portfolio
|
Q3 2024
Reduced 84.94%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,817
shares
|
$102,787
0.0% of portfolio
|
Q3 2024
Added 422.13%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
1,719
shares
|
$97,243
0.06% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,649
shares
|
$93,283
0.03% of portfolio
|
Q3 2024
Added 29.64%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,621
shares
|
$91,699
0.02% of portfolio
|
Q3 2024
Added 252.39%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
1,492
shares
|
$84,402
0.0% of portfolio
|
Q2 2024
Added 59.4%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
1,477
shares
|
$83,553
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,460
shares
|
$82,592
0.0% of portfolio
|
Q2 2024
Reduced 14.17%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,410
shares
|
$79,763
0.03% of portfolio
|
Q1 2024
Added 239.76%
|