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 $6.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
17,450,160
shares
|
$1 Billion
0.08% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
14,810,134
shares
|
$850 Million
0.06% of portfolio
|
Q3 2024
Added 17.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
8,054,339
shares
|
$462 Million
0.2% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,824,816
shares
|
$392 Million
0.03% of portfolio
|
Q3 2024
Added 17.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
5,197,435
shares
|
$298 Million
0.07% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,577,316
shares
|
$205 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,232,699
shares
|
$186 Million
0.06% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
3,078,064
shares
|
$177 Million
0.15% of portfolio
|
Q3 2024
Added 6244.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,534,360
shares
|
$146 Million
0.33% of portfolio
|
Q3 2024
Added 18.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,452,512
shares
|
$141 Million
0.03% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
2,332,634
shares
|
$134 Million
3.09% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,735,336
shares
|
$99.6 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,665,607
shares
|
$95.6 Million
0.12% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,347,081
shares
|
$77.3 Million
0.02% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,340,883
shares
|
$77 Million
0.17% of portfolio
|
Q3 2024
Reduced 13.54%
|
|
|
Requisite Capital Management, LLC
|
Oct 10, 2024 Q3 2024 |
1,104,337
shares
|
$63.4 Million
13.29% of portfolio
|
Q3 2024
Added 42.18%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,065,386
shares
|
$61.2 Million
0.38% of portfolio
|
Q3 2024
Added 18.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,058,430
shares
|
$60.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
1,049,043
shares
|
$60.2 Million
4.72% of portfolio
|
Q3 2024
Added 14.0%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
929,559
shares
|
$53.4 Million
0.14% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
849,998
shares
|
$48.8 Million
9.54% of portfolio
|
Q3 2024
Added 47.5%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
811,749
shares
|
$46.6 Million
0.92% of portfolio
|
Q3 2024
Added 33.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
786,082
shares
|
$45.1 Million
0.01% of portfolio
|
Q3 2024
Added 119.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
783,314
shares
|
$45 Million
0.16% of portfolio
|
Q3 2024
Added 12.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
709,264
shares
|
$40.7 Million
0.06% of portfolio
|
Q3 2024
Added 13.45%
|