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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
29,048
shares
|
$1.69 Million
0.04% of portfolio
|
Q3 2024
Added 21.96%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
28,980
shares
|
$1.69 Million
0.17% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
28,749
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2024
Added 174.11%
|
|
|
Marks Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
28,528
shares
|
$1.66 Million
0.67% of portfolio
|
Q3 2024
Reduced 98.22%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
28,318
shares
|
$1.65 Million
0.06% of portfolio
|
Q3 2024
Added 333.73%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
28,200
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
28,146
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Added 32.93%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
28,041
shares
|
$1.63 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
27,969
shares
|
$1.63 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
27,969
shares
|
$1.63 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
27,871
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
27,299
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2024
Added 99.09%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
27,083
shares
|
$1.57 Million
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
26,941
shares
|
$1.57 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
26,824
shares
|
$1.56 Million
0.95% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
26,301
shares
|
$1.53 Million
0.15% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
26,186
shares
|
$1.52 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
26,052
shares
|
$1.51 Million
0.15% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
25,999
shares
|
$1.51 Million
0.15% of portfolio
|
Q3 2024
Added 64.24%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
25,751
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
25,572
shares
|
$1.49 Million
0.71% of portfolio
|
Q3 2024
Reduced 34.85%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
25,495
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
25,440
shares
|
$1.48 Million
0.36% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
25,417
shares
|
$1.48 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,408
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2024
Reduced 59.2%
|