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 |
|---|---|---|---|---|---|
|
Concorde Financial Corp
Dallas, TX |
Nov 14, 2024 Q3 2024 |
43,278
shares
|
$2.47 Million
1.49% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
43,085
shares
|
$2.45 Million
0.83% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
43,031
shares
|
$2.45 Million
0.53% of portfolio
|
Q3 2024
Added 49.6%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
42,557
shares
|
$2.42 Million
0.1% of portfolio
|
Q3 2024
Added 22.42%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
42,463
shares
|
$2.42 Million
0.17% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
42,161
shares
|
$2.4 Million
0.07% of portfolio
|
Q3 2024
Added 53.0%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
41,932
shares
|
$2.39 Million
0.14% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
41,900
shares
|
$2.39 Million
0.11% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
40,292
shares
|
$2.3 Million
0.13% of portfolio
|
Q3 2024
Added 817.19%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
40,288
shares
|
$2.3 Million
0.95% of portfolio
|
Q3 2024
Added 138.98%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
40,125
shares
|
$2.29 Million
0.31% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
39,421
shares
|
$2.25 Million
1.56% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
39,384
shares
|
$2.24 Million
0.09% of portfolio
|
Q2 2024
Reduced 13.14%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
39,286
shares
|
$2.24 Million
1.11% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
39,248
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Added 35.86%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
39,195
shares
|
$2.23 Million
1.05% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
37,834
shares
|
$2.16 Million
0.21% of portfolio
|
Q3 2024
Added 17.72%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
37,819
shares
|
$2.15 Million
0.4% of portfolio
|
Q3 2024
Added 24.01%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
37,584
shares
|
$2.14 Million
0.17% of portfolio
|
Q3 2024
Added 19.88%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
36,688
shares
|
$2.09 Million
0.18% of portfolio
|
Q3 2024
Added 22.12%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
36,053
shares
|
$2.05 Million
0.71% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
35,715
shares
|
$2.03 Million
0.85% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
35,385
shares
|
$2.02 Million
0.85% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
35,266
shares
|
$2.01 Million
0.74% of portfolio
|
Q1 2024
Added 1.28%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
34,508
shares
|
$1.97 Million
0.33% of portfolio
|
Q3 2024
New holding
|