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 754 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $7.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
20,256,020
shares
|
$1.18 Billion
0.09% of portfolio
|
Q4 2024
Added 16.08%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
16,646,097
shares
|
$970 Million
0.07% of portfolio
|
Q4 2024
Added 12.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
8,914,358
shares
|
$519 Million
0.21% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
7,910,038
shares
|
$461 Million
0.04% of portfolio
|
Q4 2024
Added 15.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5,695,705
shares
|
$332 Million
0.07% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,699,651
shares
|
$216 Million
0.04% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
3,241,092
shares
|
$189 Million
0.06% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,098,168
shares
|
$181 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,013,607
shares
|
$176 Million
0.04% of portfolio
|
Q4 2024
Added 22.88%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
2,472,046
shares
|
$144 Million
3.26% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,293,090
shares
|
$134 Million
0.33% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,075,752
shares
|
$121 Million
0.17% of portfolio
|
Q4 2024
Added 19.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,018,272
shares
|
$118 Million
0.03% of portfolio
|
Q4 2024
Added 49.83%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,877,026
shares
|
$109 Million
0.61% of portfolio
|
Q4 2024
Added 76.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,665,607
shares
|
$97.1 Million
0.12% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,505,562
shares
|
$87.7 Million
0.18% of portfolio
|
Q4 2024
Added 12.28%
|
|
|
Requisite Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,081,911
shares
|
$63 Million
13.53% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,058,430
shares
|
$61.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,044,682
shares
|
$60.9 Million
0.2% of portfolio
|
Q4 2024
Added 140.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
1,019,870
shares
|
$59.4 Million
0.2% of portfolio
|
Q4 2024
Added 30.2%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
1,009,020
shares
|
$58.8 Million
0.2% of portfolio
|
Q4 2024
Reduced 98.06%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
974,244
shares
|
$56.8 Million
0.15% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Hilton Capital Management, LLC
|
Feb 10, 2025 Q4 2024 |
926,687
shares
|
$54 Million
4.77% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
872,987
shares
|
$50.9 Million
1.01% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
796,395
shares
|
$46.4 Million
0.06% of portfolio
|
Q4 2024
Added 12.28%
|