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 |
|---|---|---|---|---|---|
|
Bouvel Investment Partners, LLC
|
Apr 17, 2025 Q1 2025 |
32,399
shares
|
$1.71 Million
0.74% of portfolio
|
Q1 2025
Reduced 43.99%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
32,346
shares
|
$1.7 Million
0.16% of portfolio
|
Q1 2025
Added 20.68%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
32,294
shares
|
$1.7 Million
0.17% of portfolio
|
Q1 2025
Added 27.02%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
32,172
shares
|
$1.69 Million
1.13% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
31,840
shares
|
$1.68 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
31,691
shares
|
$1.67 Million
1.51% of portfolio
|
Q1 2025
Added 144.72%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
31,539
shares
|
$1.66 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
31,445
shares
|
$1.65 Million
0.42% of portfolio
|
Q1 2025
Added 44.06%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
31,401
shares
|
$1.65 Million
0.21% of portfolio
|
Q1 2025
Added 57.95%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
31,334
shares
|
$1.65 Million
0.75% of portfolio
|
Q1 2025
Reduced 20.25%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
31,138
shares
|
$1.64 Million
1.01% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
31,062
shares
|
$1.63 Million
0.22% of portfolio
|
Q1 2025
Added 39.83%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
30,885
shares
|
$1.63 Million
0.49% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
30,233
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
30,072
shares
|
$1.58 Million
0.18% of portfolio
|
Q4 2024
Added 11.54%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
29,970
shares
|
$1.58 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
29,618
shares
|
$1.56 Million
0.1% of portfolio
|
Q1 2025
Added 49.37%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
29,562
shares
|
$1.56 Million
0.09% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
29,508
shares
|
$1.55 Million
0.25% of portfolio
|
Q1 2025
Added 27.64%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
29,387
shares
|
$1.55 Million
0.07% of portfolio
|
Q1 2025
Added 47.85%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
29,316
shares
|
$1.54 Million
0.37% of portfolio
|
Q1 2025
Added 15.26%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
28,949
shares
|
$1.52 Million
0.4% of portfolio
|
Q1 2025
Added 45.67%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
28,482
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
28,458
shares
|
$1.5 Million
0.85% of portfolio
|
Q1 2025
Added 96.4%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
28,454
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
New holding
|