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 774 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $7.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
39,328
shares
|
$2.04 Million
0.08% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
39,289
shares
|
$2.04 Million
0.87% of portfolio
|
Q4 2024
Added 14.21%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
39,194
shares
|
$2.03 Million
0.73% of portfolio
|
Q4 2024
Added 84.69%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
39,050
shares
|
$2.02 Million
0.3% of portfolio
|
Q4 2024
Added 155.4%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
38,956
shares
|
$2.02 Million
0.07% of portfolio
|
Q4 2024
Added 33.01%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
37,441
shares
|
$1.94 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
37,388
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2024
Added 94.6%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
37,385
shares
|
$1.94 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Modus Advisors, LLC
|
Apr 01, 2025 Q1 2025 |
37,302
shares
|
$1.93 Million
0.66% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Feb 12, 2025 Q4 2024 |
37,000
shares
|
$1.92 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
36,992
shares
|
$1.92 Million
0.13% of portfolio
|
Q4 2024
Added 32.26%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
36,894
shares
|
$1.91 Million
0.19% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
36,815
shares
|
$1.91 Million
0.13% of portfolio
|
Q4 2024
Added 34.86%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
36,424
shares
|
$1.89 Million
0.78% of portfolio
|
Q4 2024
Added 11.28%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
36,156
shares
|
$1.87 Million
0.74% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
35,761
shares
|
$1.85 Million
0.73% of portfolio
|
Q4 2024
Added 152.59%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
35,440
shares
|
$1.84 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Feb 13, 2025 Q4 2024 |
35,330
shares
|
$1.83 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
35,266
shares
|
$1.83 Million
0.77% of portfolio
|
Q1 2024
Added 1.28%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
35,048
shares
|
$1.82 Million
0.27% of portfolio
|
Q4 2024
Added 16.85%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
34,975
shares
|
$1.81 Million
1.11% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
34,882
shares
|
$1.81 Million
0.13% of portfolio
|
Q4 2024
Added 750.78%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
34,401
shares
|
$1.78 Million
1.01% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
34,043
shares
|
$1.76 Million
0.96% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
34,036
shares
|
$1.76 Million
0.53% of portfolio
|
Q4 2024
Added 2.32%
|