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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,486
shares
|
$251,126
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
4,454
shares
|
$249,334
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,413
shares
|
$247,039
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
4,334
shares
|
$242,617
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,300
shares
|
$240,714
0.04% of portfolio
|
Q1 2024
Reduced 21.82%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
4,170
shares
|
$233,436
0.03% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
4,142
shares
|
$231,869
0.1% of portfolio
|
Q3 2024
Reduced 15.59%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
4,114
shares
|
$230,301
0.05% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
4,106
shares
|
$229,853
0.13% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
4,100
shares
|
$229,518
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
4,100
shares
|
$229,518
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,099
shares
|
$229,462
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
4,090
shares
|
$228,958
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
4,052
shares
|
$226,830
0.05% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
4,037
shares
|
$225,991
0.0% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
4,017
shares
|
$224,871
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$223,920
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
3,993
shares
|
$223,528
0.08% of portfolio
|
Q3 2024
Added 14.61%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,965
shares
|
$221,960
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,912
shares
|
$218,993
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
3,910
shares
|
$218,881
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
3,900
shares
|
$218,322
0.17% of portfolio
|
Q3 2024
Reduced 25.8%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
3,900
shares
|
$218,322
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,850
shares
|
$215,523
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
3,840
shares
|
$214,963
0.02% of portfolio
|
Q3 2024
Added 1.29%
|