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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
605
shares
|
$35,180
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
570
shares
|
$33,145
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
570
shares
|
$33,145
0.0% of portfolio
|
Q1 2024
Reduced 29.82%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
536
shares
|
$31,168
0.0% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
517
shares
|
$30,063
0.02% of portfolio
|
Q3 2024
Reduced 86.56%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
511
shares
|
$29,714
0.0% of portfolio
|
Q3 2024
Reduced 94.01%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
500
shares
|
$29,075
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
500
shares
|
$29,075
0.0% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
491
shares
|
$28,551
0.0% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
456
shares
|
$26,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
417
shares
|
$24,248
0.0% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
400
shares
|
$23,260
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
400
shares
|
$23,260
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
400
shares
|
$23,260
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
353
shares
|
$20,526
0.0% of portfolio
|
Q3 2024
Reduced 18.29%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
341
shares
|
$19,829
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
322
shares
|
$18,724
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
300
shares
|
$17,445
0.01% of portfolio
|
Q4 2023
Added 20.0%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
290
shares
|
$16,863
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
285
shares
|
$16,572
0.0% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
275
shares
|
$15,991
0.0% of portfolio
|
Q2 2024
Reduced 22.32%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
264
shares
|
$15,351
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
245
shares
|
$14,246
0.03% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
236
shares
|
$13,723
0.0% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
200
shares
|
$11,630
0.0% of portfolio
|
Q3 2024
New holding
|