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 |
|---|---|---|---|---|---|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
6,278
shares
|
$365,065
0.18% of portfolio
|
Q3 2024
Added 29.28%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
6,261
shares
|
$364,077
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
6,247
shares
|
$363,263
0.04% of portfolio
|
Q3 2024
Added 72.66%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
6,100
shares
|
$354,715
0.08% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
6,097
shares
|
$354,540
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
6,047
shares
|
$351,633
0.03% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
5,989
shares
|
$348,260
0.03% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,917
shares
|
$344,073
0.0% of portfolio
|
Q3 2024
Reduced 49.25%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
5,910
shares
|
$343,666
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
5,897
shares
|
$342,910
0.02% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
5,897
shares
|
$342,910
0.08% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,832
shares
|
$339,130
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,764
shares
|
$335,176
0.0% of portfolio
|
Q3 2024
Reduced 29.04%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
5,739
shares
|
$333,722
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
5,725
shares
|
$332,908
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
5,719
shares
|
$332,559
0.02% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,617
shares
|
$326,628
0.02% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
5,570
shares
|
$323,895
0.34% of portfolio
|
Q3 2024
Reduced 15.22%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
5,504
shares
|
$320,057
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
5,450
shares
|
$316,917
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 03, 2024 Q3 2024 |
5,381
shares
|
$312,905
0.25% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
5,367
shares
|
$312,091
0.08% of portfolio
|
Q3 2024
Added 27.27%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
5,362
shares
|
$311,800
0.19% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
5,344
shares
|
$310,753
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
5,331
shares
|
$309,997
0.13% of portfolio
|
Q3 2024
Added 27.14%
|