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 |
|---|---|---|---|---|---|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
115,830
shares
|
$6.44 Million
2.3% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
115,209
shares
|
$6.41 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
114,150
shares
|
$6.35 Million
0.02% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 04, 2024 Q3 2024 |
113,069
shares
|
$6.29 Million
3.35% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
112,653
shares
|
$6.26 Million
1.88% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
111,892
shares
|
$6.22 Million
0.12% of portfolio
|
Q3 2024
Added 1116.61%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 18, 2024 Q3 2024 |
111,495
shares
|
$6.2 Million
3.68% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
110,692
shares
|
$6.16 Million
0.19% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
110,529
shares
|
$6.15 Million
1.36% of portfolio
|
Q3 2024
Added 58.76%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
109,862
shares
|
$6.11 Million
0.09% of portfolio
|
Q3 2024
Added 40.4%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
104,770
shares
|
$5.83 Million
2.42% of portfolio
|
Q3 2024
New holding
|
|
|
Rwq Financial Management Services, Inc.
|
Oct 29, 2024 Q3 2024 |
97,742
shares
|
$5.44 Million
1.86% of portfolio
|
Q3 2024
Added 14.13%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
97,725
shares
|
$5.43 Million
0.12% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
97,394
shares
|
$5.42 Million
0.02% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
96,779
shares
|
$5.38 Million
0.01% of portfolio
|
Q3 2023
Reduced 10.77%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
95,523
shares
|
$5.31 Million
0.21% of portfolio
|
Q3 2024
Reduced 59.98%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
94,517
shares
|
$5.26 Million
0.09% of portfolio
|
Q3 2024
Added 61.74%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
93,969
shares
|
$5.23 Million
1.51% of portfolio
|
Q3 2024
Added 14.85%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
93,958
shares
|
$5.23 Million
2.66% of portfolio
|
Q3 2024
Added 47.62%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
93,657
shares
|
$5.21 Million
1.44% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
91,453
shares
|
$5.09 Million
0.7% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
89,518
shares
|
$4.98 Million
1.17% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
88,535
shares
|
$4.92 Million
1.77% of portfolio
|
Q3 2024
Added 48.45%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
88,263
shares
|
$4.91 Million
1.64% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
88,046
shares
|
$4.9 Million
0.12% of portfolio
|
Q1 2024
Added 49.61%
|