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 630 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 $6.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
7,985
shares
|
$464,327
0.09% of portfolio
|
Q3 2024
Added 27.05%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,953
shares
|
$462,466
0.03% of portfolio
|
Q3 2024
Added 14.55%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
7,936
shares
|
$461,478
0.0% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
7,934
shares
|
$461,362
0.29% of portfolio
|
Q2 2023
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
7,932
shares
|
$461,245
0.28% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
7,905
shares
|
$459,675
0.04% of portfolio
|
Q3 2024
Added 21.48%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
7,718
shares
|
$448,801
0.26% of portfolio
|
Q2 2024
Added 28.89%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
7,710
shares
|
$448,336
0.06% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
7,611
shares
|
$442,579
0.31% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
7,414
shares
|
$431,124
0.04% of portfolio
|
Q3 2024
Added 25.26%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,276
shares
|
$423,099
0.07% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
7,240
shares
|
$421,006
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
7,239
shares
|
$420,947
0.02% of portfolio
|
Q3 2024
Added 31.67%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
7,154
shares
|
$416,005
0.02% of portfolio
|
Q3 2024
Reduced 18.05%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
7,027
shares
|
$408,620
0.03% of portfolio
|
Q3 2024
Added 47.6%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
6,982
shares
|
$406,003
0.29% of portfolio
|
Q2 2024
Reduced 32.45%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
6,729
shares
|
$391,291
0.06% of portfolio
|
Q2 2024
Added 18.36%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
6,699
shares
|
$389,546
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,654
shares
|
$386,930
0.0% of portfolio
|
Q3 2024
Reduced 36.59%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
6,558
shares
|
$381,347
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
6,555
shares
|
$381,173
0.18% of portfolio
|
Q3 2024
Added 15.92%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
6,500
shares
|
$377,975
0.07% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
6,477
shares
|
$376,637
0.02% of portfolio
|
Q3 2024
Added 83.28%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
6,292
shares
|
$365,879
0.07% of portfolio
|
Q3 2024
Added 38.93%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
6,287
shares
|
$365,589
0.3% of portfolio
|
Q2 2024
Added 34.74%
|