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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
5,235
shares
|
$304,415
0.02% of portfolio
|
Q3 2024
Added 16.41%
|
|
|
Bts Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
5,170
shares
|
$300,635
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
5,154
shares
|
$299,705
0.08% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,100
shares
|
$296,565
0.15% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,069
shares
|
$294,762
0.2% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
5,000
shares
|
$290,750
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$290,750
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
4,932
shares
|
$286,795
0.04% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
4,903
shares
|
$285,109
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
4,880
shares
|
$283,772
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
4,863
shares
|
$282,783
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,860
shares
|
$282,609
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
4,808
shares
|
$279,585
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
4,700
shares
|
$273,305
0.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
4,652
shares
|
$270,513
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
4,630
shares
|
$269,234
0.03% of portfolio
|
Q3 2024
Added 27.55%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
4,602
shares
|
$267,606
0.09% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
4,592
shares
|
$267,024
0.09% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,584
shares
|
$266,559
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,546
shares
|
$264,349
0.01% of portfolio
|
Q3 2024
Added 11.26%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
4,525
shares
|
$263,128
0.15% of portfolio
|
Q3 2024
Added 20.76%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
4,500
shares
|
$261,675
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,486
shares
|
$260,860
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
4,454
shares
|
$259,000
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,413
shares
|
$256,615
0.06% of portfolio
|
Q3 2024
New holding
|