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 |
|---|---|---|---|---|---|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
4,334
shares
|
$252,022
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,300
shares
|
$250,045
0.04% of portfolio
|
Q1 2024
Reduced 21.82%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
4,170
shares
|
$242,485
0.03% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
4,142
shares
|
$240,857
0.1% of portfolio
|
Q3 2024
Reduced 15.59%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
4,114
shares
|
$239,229
0.05% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
4,106
shares
|
$238,763
0.13% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
4,100
shares
|
$238,415
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
4,100
shares
|
$238,415
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,099
shares
|
$238,356
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
4,090
shares
|
$237,833
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
4,052
shares
|
$235,623
0.05% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
4,037
shares
|
$234,751
0.0% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
4,017
shares
|
$233,588
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$232,600
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
3,993
shares
|
$232,192
0.08% of portfolio
|
Q3 2024
Added 14.61%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,965
shares
|
$230,564
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,912
shares
|
$227,482
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
3,910
shares
|
$227,366
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
3,900
shares
|
$226,785
0.17% of portfolio
|
Q3 2024
Reduced 25.8%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
3,900
shares
|
$226,785
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,850
shares
|
$223,877
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
3,840
shares
|
$223,296
0.02% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,809
shares
|
$221,493
0.01% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,804
shares
|
$221,202
0.04% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
3,791
shares
|
$220,446
0.09% of portfolio
|
Q3 2024
Reduced 7.6%
|