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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
66,716
shares
|
$3.73 Million
0.11% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
65,896
shares
|
$3.69 Million
0.74% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
65,721
shares
|
$3.68 Million
0.23% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
65,652
shares
|
$3.68 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
65,062
shares
|
$3.64 Million
0.5% of portfolio
|
Q3 2024
Reduced 37.74%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
64,102
shares
|
$3.59 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
64,080
shares
|
$3.59 Million
0.59% of portfolio
|
Q3 2024
Reduced 25.47%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
63,665
shares
|
$3.56 Million
0.38% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
62,918
shares
|
$3.52 Million
1.71% of portfolio
|
Q3 2024
Added 29.71%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
62,879
shares
|
$3.52 Million
0.83% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
62,446
shares
|
$3.5 Million
0.24% of portfolio
|
Q3 2024
Added 35.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
62,148
shares
|
$3.48 Million
0.38% of portfolio
|
Q3 2024
Added 18.63%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
61,271
shares
|
$3.43 Million
1.9% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
61,199
shares
|
$3.43 Million
0.22% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
60,689
shares
|
$3.4 Million
0.83% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
60,110
shares
|
$3.36 Million
2.45% of portfolio
|
Q3 2024
Added 20.04%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
59,431
shares
|
$3.33 Million
0.28% of portfolio
|
Q4 2024
Reduced 98.07%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
59,111
shares
|
$3.31 Million
0.05% of portfolio
|
Q3 2024
Added 71.26%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
58,820
shares
|
$3.29 Million
1.78% of portfolio
|
Q3 2024
Added 39.8%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
58,159
shares
|
$3.26 Million
1.76% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
56,553
shares
|
$3.17 Million
0.14% of portfolio
|
Q3 2024
Reduced 38.65%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
54,941
shares
|
$3.08 Million
0.29% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
54,652
shares
|
$3.06 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.57%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
53,576
shares
|
$3 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.14%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
53,561
shares
|
$3 Million
0.24% of portfolio
|
Q3 2024
Added 9.76%
|