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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
33,742
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2024
Added 21.06%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
33,595
shares
|
$1.74 Million
1.42% of portfolio
|
Q4 2024
Added 109.52%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
33,097
shares
|
$1.71 Million
1.1% of portfolio
|
Q4 2024
Added 33.66%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
32,863
shares
|
$1.7 Million
0.14% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
32,826
shares
|
$1.7 Million
0.19% of portfolio
|
Q4 2024
Added 121.54%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Feb 10, 2025 Q4 2024 |
32,727
shares
|
$1.7 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
32,556
shares
|
$1.69 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
32,368
shares
|
$1.68 Million
0.04% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
32,350
shares
|
$1.68 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
32,254
shares
|
$1.67 Million
0.16% of portfolio
|
Q4 2024
Added 28.44%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
31,769
shares
|
$1.65 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
31,751
shares
|
$1.65 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
31,635
shares
|
$1.64 Million
0.52% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
30,465
shares
|
$1.58 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
30,450
shares
|
$1.58 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
30,367
shares
|
$1.57 Million
0.18% of portfolio
|
Q4 2024
Added 16.56%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
30,072
shares
|
$1.56 Million
0.18% of portfolio
|
Q4 2024
Added 11.54%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
29,708
shares
|
$1.54 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
29,368
shares
|
$1.52 Million
0.98% of portfolio
|
Q4 2024
Added 23.59%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
29,198
shares
|
$1.51 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
28,438
shares
|
$1.47 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
28,356
shares
|
$1.47 Million
0.81% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
28,335
shares
|
$1.47 Million
0.88% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
28,335
shares
|
$1.47 Million
0.95% of portfolio
|
Q4 2024
Added 21.36%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
28,286
shares
|
$1.47 Million
0.24% of portfolio
|
Q4 2024
Added 0.87%
|