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 510 institutions that hold shares in the stock, with a total of 85.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
10,259,341
shares
|
$556 Million
0.05% of portfolio
|
Q1 2024
Added 56.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
10,013,034
shares
|
$543 Million
0.05% of portfolio
|
Q1 2024
Added 18.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
6,199,663
shares
|
$336 Million
0.18% of portfolio
|
Q1 2024
Added 22.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
4,474,445
shares
|
$242 Million
0.02% of portfolio
|
Q1 2024
Added 91.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
4,103,189
shares
|
$222 Million
0.05% of portfolio
|
Q1 2024
Added 48.12%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
3,140,389
shares
|
$170 Million
0.04% of portfolio
|
Q1 2024
Added 30.88%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
2,698,921
shares
|
$146 Million
0.06% of portfolio
|
Q1 2024
Added 6.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
2,389,490
shares
|
$129 Million
0.3% of portfolio
|
Q1 2024
Added 26.02%
|
|
|
Marks Wealth, LLC
|
Apr 30, 2024 Q1 2024 |
2,164,599
shares
|
$117 Million
44.37% of portfolio
|
Q1 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 02, 2024 Q1 2024 |
2,137,181
shares
|
$116 Million
3.27% of portfolio
|
Q1 2024
Added 8.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,983,394
shares
|
$107 Million
0.03% of portfolio
|
Q1 2024
Added 16.98%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
1,502,448
shares
|
$81.4 Million
0.14% of portfolio
|
Q1 2024
Added 4.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,115,431
shares
|
$60.4 Million
0.09% of portfolio
|
Q1 2024
Added 43.61%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
1,112,091
shares
|
$60.3 Million
0.94% of portfolio
|
Q1 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
1,051,796
shares
|
$57 Million
0.14% of portfolio
|
Q1 2024
Added 159.15%
|
|
|
Hilton Capital Management, LLC
|
May 10, 2024 Q1 2024 |
888,470
shares
|
$48.1 Million
4.4% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
858,421
shares
|
$46.5 Million
0.03% of portfolio
|
Q1 2024
Added 11.71%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
849,760
shares
|
$46 Million
0.14% of portfolio
|
Q1 2024
Added 10.56%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
794,084
shares
|
$43 Million
0.06% of portfolio
|
Q1 2024
Added 7462.7%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
722,067
shares
|
$39.1 Million
0.28% of portfolio
|
Q1 2024
Added 25.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
666,078
shares
|
$36.1 Million
0.15% of portfolio
|
Q1 2024
Added 7.51%
|
|
|
Requisite Capital Management, LLC
|
Apr 18, 2024 Q1 2024 |
655,953
shares
|
$35.5 Million
8.64% of portfolio
|
Q1 2024
Added 14.64%
|
|
|
Lebenthal Global Advisors, LLC
|
May 09, 2024 Q1 2024 |
573,689
shares
|
$31.1 Million
6.96% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
565,912
shares
|
$30.7 Million
0.21% of portfolio
|
Q1 2024
Added 15.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
535,738
shares
|
$29 Million
0.05% of portfolio
|
Q1 2024
Added 9.21%
|
|