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 626 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 $6.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
21,447
shares
|
$1.19 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
21,317
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.55%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
21,289
shares
|
$1.18 Million
0.83% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 08, 2024 Q3 2024 |
21,257
shares
|
$1.18 Million
1.22% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
21,222
shares
|
$1.18 Million
0.4% of portfolio
|
Q3 2024
Added 22.06%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
20,663
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
20,365
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
20,334
shares
|
$1.13 Million
0.42% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
20,190
shares
|
$1.12 Million
0.37% of portfolio
|
Q3 2024
Added 105.1%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
20,110
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
19,320
shares
|
$1.07 Million
0.22% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
19,213
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
19,194
shares
|
$1.07 Million
0.27% of portfolio
|
Q3 2024
Added 50.16%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
19,085
shares
|
$1.06 Million
0.27% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
19,068
shares
|
$1.06 Million
0.38% of portfolio
|
Q3 2024
Added 26.94%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
19,000
shares
|
$1.06 Million
0.13% of portfolio
|
Q3 2024
Added 120.11%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
18,767
shares
|
$1.04 Million
0.5% of portfolio
|
Q1 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
18,604
shares
|
$1.03 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
18,516
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.98%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
18,498
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 141.27%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
18,347
shares
|
$1.02 Million
0.33% of portfolio
|
Q3 2024
Added 60.12%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
18,072
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Added 37.88%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
18,020
shares
|
$1 Million
0.56% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
17,826
shares
|
$991,303
0.16% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
17,820
shares
|
$990,970
0.06% of portfolio
|
Q3 2024
Added 12.59%
|