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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
691,830
shares
|
$40.2 Million
0.22% of portfolio
|
Q3 2024
Added 9.36%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
687,633
shares
|
$40 Million
0.04% of portfolio
|
Q3 2024
Added 26.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
684,924
shares
|
$39.8 Million
0.08% of portfolio
|
Q3 2024
Added 76.36%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
633,755
shares
|
$36.9 Million
1.01% of portfolio
|
Q3 2024
Added 74.43%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
610,213
shares
|
$35.5 Million
0.14% of portfolio
|
Q3 2024
Added 74.09%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
603,584
shares
|
$35.1 Million
0.05% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
521,546
shares
|
$30.3 Million
0.66% of portfolio
|
Q3 2024
Added 30.68%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
475,770
shares
|
$27.7 Million
2.28% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
464,595
shares
|
$27 Million
0.26% of portfolio
|
Q3 2024
Added 21.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
454,497
shares
|
$26.4 Million
0.23% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
446,061
shares
|
$25.9 Million
0.05% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
434,818
shares
|
$25.3 Million
0.08% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Oct 30, 2024 Q3 2024 |
425,324
shares
|
$24.7 Million
10.14% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
421,544
shares
|
$24.5 Million
0.26% of portfolio
|
Q3 2024
Added 19.25%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
411,736
shares
|
$23.9 Million
10.55% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
395,357
shares
|
$23 Million
5.02% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
388,484
shares
|
$22.6 Million
0.06% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
378,370
shares
|
$22 Million
0.01% of portfolio
|
Q3 2024
Added 781.53%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
373,931
shares
|
$21.7 Million
0.76% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
357,569
shares
|
$20.8 Million
0.29% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
340,366
shares
|
$19.8 Million
4.35% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
339,372
shares
|
$19.7 Million
0.15% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
326,204
shares
|
$19 Million
0.68% of portfolio
|
Q3 2024
Added 20.01%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
317,590
shares
|
$18.5 Million
0.03% of portfolio
|
Q3 2024
Added 20.41%
|
|
|
Madden Securities Corp
|
Oct 09, 2024 Q3 2024 |
305,406
shares
|
$17.8 Million
7.38% of portfolio
|
Q3 2024
Added 4.72%
|