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 631 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $6.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
6,477
shares
|
$362,582
0.02% of portfolio
|
Q3 2024
Added 83.28%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
6,292
shares
|
$352,226
0.07% of portfolio
|
Q3 2024
Added 38.93%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
6,287
shares
|
$351,946
0.3% of portfolio
|
Q2 2024
Added 34.74%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
6,278
shares
|
$351,442
0.18% of portfolio
|
Q3 2024
Added 29.28%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
6,261
shares
|
$350,490
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
6,247
shares
|
$349,707
0.04% of portfolio
|
Q3 2024
Added 72.66%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
6,100
shares
|
$341,478
0.08% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
6,097
shares
|
$341,310
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
6,047
shares
|
$338,511
0.03% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
5,989
shares
|
$335,264
0.03% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,917
shares
|
$331,233
0.0% of portfolio
|
Q3 2024
Reduced 49.25%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
5,910
shares
|
$330,841
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
5,897
shares
|
$330,114
0.08% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
5,897
shares
|
$330,114
0.02% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,832
shares
|
$326,475
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,764
shares
|
$322,668
0.0% of portfolio
|
Q3 2024
Reduced 29.04%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
5,739
shares
|
$321,269
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
5,725
shares
|
$320,485
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
5,719
shares
|
$320,149
0.02% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,617
shares
|
$314,439
0.02% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
5,570
shares
|
$311,808
0.34% of portfolio
|
Q3 2024
Reduced 15.22%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
5,504
shares
|
$308,113
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
5,450
shares
|
$305,091
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 03, 2024 Q3 2024 |
5,381
shares
|
$301,228
0.25% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
5,367
shares
|
$300,444
0.08% of portfolio
|
Q3 2024
Added 27.27%
|