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 |
|---|---|---|---|---|---|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
87,761
shares
|
$4.96 Million
0.84% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
87,325
shares
|
$4.94 Million
0.23% of portfolio
|
Q3 2024
Added 17.9%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
86,784
shares
|
$4.91 Million
1.48% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
86,446
shares
|
$4.89 Million
0.36% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
86,333
shares
|
$4.88 Million
0.87% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
85,981
shares
|
$4.86 Million
0.64% of portfolio
|
Q2 2024
New holding
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
84,764
shares
|
$4.8 Million
3.33% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
84,570
shares
|
$4.78 Million
0.09% of portfolio
|
Q3 2024
Added 181.84%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
84,195
shares
|
$4.76 Million
3.36% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
83,145
shares
|
$4.7 Million
2.1% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
83,114
shares
|
$4.7 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
77,956
shares
|
$4.41 Million
0.03% of portfolio
|
Q3 2024
Added 112.04%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
77,939
shares
|
$4.41 Million
0.08% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
77,929
shares
|
$4.41 Million
0.32% of portfolio
|
Q3 2024
Added 92.58%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
77,296
shares
|
$4.37 Million
0.83% of portfolio
|
Q3 2024
Added 173.62%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
77,269
shares
|
$4.37 Million
0.16% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
75,643
shares
|
$4.28 Million
1.15% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
75,187
shares
|
$4.25 Million
0.97% of portfolio
|
Q3 2024
Added 12.61%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
75,139
shares
|
$4.25 Million
0.01% of portfolio
|
Q3 2024
Added 14.83%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
74,976
shares
|
$4.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.25%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
74,713
shares
|
$4.23 Million
0.26% of portfolio
|
Q3 2024
Added 85.45%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
73,087
shares
|
$4.13 Million
1.17% of portfolio
|
Q3 2024
Reduced 21.13%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
72,529
shares
|
$4.1 Million
0.18% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
71,010
shares
|
$4.02 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
69,694
shares
|
$3.94 Million
0.01% of portfolio
|
Q3 2024
Added 54.88%
|