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 |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
159,819
shares
|
$8.89 Million
1.18% of portfolio
|
Q2 2023
Added 141.65%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
159,360
shares
|
$8.86 Million
3.24% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
158,934
shares
|
$8.84 Million
0.83% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
158,658
shares
|
$8.82 Million
4.56% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
158,087
shares
|
$8.79 Million
2.24% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
155,954
shares
|
$8.67 Million
2.34% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
154,152
shares
|
$8.57 Million
1.9% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
153,700
shares
|
$8.55 Million
2.35% of portfolio
|
Q3 2024
Added 20.59%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
153,026
shares
|
$8.51 Million
0.56% of portfolio
|
Q2 2024
Added 0.51%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
146,629
shares
|
$8.15 Million
0.98% of portfolio
|
Q3 2024
Added 434.89%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
144,173
shares
|
$8.02 Million
1.2% of portfolio
|
Q3 2024
Added 28.0%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
141,511
shares
|
$7.87 Million
3.83% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
140,478
shares
|
$7.81 Million
0.2% of portfolio
|
Q3 2024
Added 33.36%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 14, 2024 Q3 2024 |
132,187
shares
|
$7.35 Million
5.66% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
131,725
shares
|
$7.33 Million
5.18% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
130,673
shares
|
$7.27 Million
2.39% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
130,579
shares
|
$7.26 Million
1.74% of portfolio
|
Q3 2024
Reduced 44.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
129,122
shares
|
$7.18 Million
0.0% of portfolio
|
Q3 2024
Added 143.29%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
128,599
shares
|
$7.15 Million
0.32% of portfolio
|
Q3 2024
Added 22.19%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
127,392
shares
|
$7.08 Million
0.05% of portfolio
|
Q3 2024
Added 27.37%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
127,309
shares
|
$7.08 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
126,929
shares
|
$7.06 Million
1.56% of portfolio
|
Q3 2024
Added 44.55%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
116,942
shares
|
$6.5 Million
1.96% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
116,354
shares
|
$6.47 Million
3.25% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
116,015
shares
|
$6.45 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.5%
|