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 |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,621
shares
|
$90,743
0.02% of portfolio
|
Q3 2024
Added 252.39%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
1,492
shares
|
$83,522
0.0% of portfolio
|
Q2 2024
Added 59.4%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
1,477
shares
|
$82,682
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,463
shares
|
$81,898
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,460
shares
|
$81,730
0.0% of portfolio
|
Q2 2024
Reduced 14.17%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,410
shares
|
$78,931
0.03% of portfolio
|
Q1 2024
Added 239.76%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,363
shares
|
$76,300
0.01% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,353
shares
|
$75,740
0.05% of portfolio
|
Q2 2024
Reduced 54.75%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,298
shares
|
$72,662
0.0% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
1,216
shares
|
$68,071
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1,182
shares
|
$66,168
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
1,169
shares
|
$65,440
0.0% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
1,095
shares
|
$61,298
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,056
shares
|
$59,114
0.01% of portfolio
|
Q3 2024
Added 115.51%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$55,980
0.02% of portfolio
|
Q1 2024
Reduced 17.01%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$55,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
980
shares
|
$54,860
0.02% of portfolio
|
Q1 2024
Added 54.33%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
880
shares
|
$49,262
0.01% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
869
shares
|
$48,646
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
805
shares
|
$45,063
0.04% of portfolio
|
Q3 2024
Added 250.0%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
805
shares
|
$45,063
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
774
shares
|
$43,328
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
750
shares
|
$41,985
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
740
shares
|
$41,425
0.01% of portfolio
|
Q4 2023
Added 48.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
719
shares
|
$40,249
0.02% of portfolio
|
Q3 2024
Added 0.42%
|