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 |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
299,591
shares
|
$17.4 Million
4.87% of portfolio
|
Q3 2024
Added 21.11%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
287,588
shares
|
$16.7 Million
3.83% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
285,433
shares
|
$16.6 Million
2.18% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Lee Johnson Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
279,392
shares
|
$16.2 Million
7.89% of portfolio
|
Q3 2024
New holding
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
266,332
shares
|
$15.5 Million
0.96% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
264,195
shares
|
$15.4 Million
0.1% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
258,610
shares
|
$15 Million
0.63% of portfolio
|
Q3 2024
Added 34.66%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
256,776
shares
|
$14.9 Million
0.2% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
249,289
shares
|
$14.5 Million
0.95% of portfolio
|
Q3 2024
Reduced 35.84%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
247,576
shares
|
$14.4 Million
9.28% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
244,068
shares
|
$14.2 Million
0.14% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
232,988
shares
|
$13.5 Million
0.54% of portfolio
|
Q3 2024
Added 53.45%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
231,806
shares
|
$13.5 Million
0.36% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
231,522
shares
|
$13.5 Million
2.53% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
223,942
shares
|
$13 Million
1.79% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
216,173
shares
|
$12.6 Million
20.44% of portfolio
|
Q4 2023
Added 172.61%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
209,360
shares
|
$12.2 Million
1.83% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
203,960
shares
|
$11.9 Million
6.85% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
198,430
shares
|
$11.5 Million
5.39% of portfolio
|
Q1 2024
Added 8.52%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
197,735
shares
|
$11.5 Million
1.32% of portfolio
|
Q2 2024
Added 77.22%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
193,860
shares
|
$11.3 Million
3.63% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
189,913
shares
|
$11 Million
0.2% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
186,807
shares
|
$10.9 Million
3.27% of portfolio
|
Q3 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
185,686
shares
|
$10.8 Million
0.6% of portfolio
|
Q3 2024
Reduced 55.05%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
177,771
shares
|
$10.3 Million
0.25% of portfolio
|
Q3 2024
Added 119.15%
|