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 822 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $8.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
39,421
shares
|
$2.07 Million
0.88% of portfolio
|
Q1 2025
Added 19.11%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
39,405
shares
|
$2.07 Million
0.17% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
39,288
shares
|
$2.07 Million
0.98% of portfolio
|
Q1 2025
Added 10.86%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
39,273
shares
|
$2.07 Million
0.18% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
38,468
shares
|
$2.02 Million
0.79% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
38,450
shares
|
$2.02 Million
1.22% of portfolio
|
Q1 2025
Added 961150.0%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
37,680
shares
|
$1.98 Million
0.02% of portfolio
|
Q1 2025
Added 11.67%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
37,396
shares
|
$1.97 Million
0.76% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Modus Advisors, LLC
|
Apr 01, 2025 Q1 2025 |
37,302
shares
|
$1.96 Million
0.66% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
37,122
shares
|
$1.95 Million
1.05% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
May 05, 2025 Q1 2025 |
37,000
shares
|
$1.95 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
36,606
shares
|
$1.93 Million
1.64% of portfolio
|
Q1 2025
Added 17.21%
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
36,271
shares
|
$1.91 Million
1.69% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
May 13, 2025 Q1 2025 |
36,213
shares
|
$1.91 Million
0.78% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
35,185
shares
|
$1.85 Million
0.51% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
35,130
shares
|
$1.85 Million
0.04% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
34,979
shares
|
$1.84 Million
1.65% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
34,874
shares
|
$1.84 Million
0.21% of portfolio
|
Q1 2025
Added 14.84%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
34,282
shares
|
$1.8 Million
0.88% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
34,172
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Added 27.69%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
34,055
shares
|
$1.79 Million
0.67% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
33,876
shares
|
$1.78 Million
0.03% of portfolio
|
Q1 2025
Reduced 59.27%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
33,680
shares
|
$1.77 Million
1.12% of portfolio
|
Q1 2025
Reduced 16.65%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
32,754
shares
|
$1.72 Million
0.96% of portfolio
|
Q1 2025
Added 11.53%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
32,654
shares
|
$1.72 Million
0.1% of portfolio
|
Q1 2025
Reduced 20.86%
|