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 |
|---|---|---|---|---|---|
|
Grant
|
Oct 15, 2024 Q3 2024 |
52,724
shares
|
$3 Million
1.44% of portfolio
|
Q3 2024
Added 20.61%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
51,872
shares
|
$2.96 Million
0.5% of portfolio
|
Q3 2024
Added 31.01%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
51,868
shares
|
$2.95 Million
1.99% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
51,035
shares
|
$2.91 Million
0.28% of portfolio
|
Q3 2024
Reduced 61.52%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
50,691
shares
|
$2.89 Million
0.18% of portfolio
|
Q3 2024
Added 57.76%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
50,691
shares
|
$2.89 Million
1.4% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
50,645
shares
|
$2.89 Million
0.18% of portfolio
|
Q3 2024
Added 120.93%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
50,564
shares
|
$2.88 Million
0.09% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
50,395
shares
|
$2.87 Million
0.19% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
50,020
shares
|
$2.85 Million
1.27% of portfolio
|
Q3 2024
Added 40.97%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
50,020
shares
|
$2.85 Million
1.27% of portfolio
|
Q3 2024
New holding
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
49,770
shares
|
$2.84 Million
1.65% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
49,361
shares
|
$2.81 Million
0.42% of portfolio
|
Q3 2024
Added 22.37%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
49,335
shares
|
$2.81 Million
1.37% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
49,185
shares
|
$2.8 Million
0.03% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
48,549
shares
|
$2.77 Million
0.04% of portfolio
|
Q3 2024
Added 114.89%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
47,377
shares
|
$2.7 Million
0.03% of portfolio
|
Q3 2024
Added 16.03%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
46,369
shares
|
$2.64 Million
0.28% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
45,605
shares
|
$2.6 Million
0.08% of portfolio
|
Q3 2024
Added 25.21%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
45,494
shares
|
$2.59 Million
0.33% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
45,036
shares
|
$2.57 Million
1.38% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
44,679
shares
|
$2.55 Million
0.36% of portfolio
|
Q3 2024
Added 19.56%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
44,494
shares
|
$2.53 Million
0.06% of portfolio
|
Q3 2024
Reduced 14.25%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
44,223
shares
|
$2.52 Million
0.25% of portfolio
|
Q3 2024
Reduced 80.75%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
43,827
shares
|
$2.5 Million
0.5% of portfolio
|
Q3 2024
Added 0.76%
|