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 |
|---|---|---|---|---|---|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
28,240
shares
|
$1.46 Million
0.11% of portfolio
|
Q4 2024
Added 20.43%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
27,732
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Added 78.99%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
27,135
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
27,047
shares
|
$1.4 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
26,979
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
26,804
shares
|
$1.39 Million
0.15% of portfolio
|
Q4 2024
Added 24.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
26,761
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Added 19.53%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
26,495
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
26,087
shares
|
$1.35 Million
0.16% of portfolio
|
Q4 2024
Added 14806.86%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
26,084
shares
|
$1.35 Million
0.66% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
25,809
shares
|
$1.34 Million
0.05% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
25,620
shares
|
$1.33 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
25,504
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Added 15.16%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
25,435
shares
|
$1.32 Million
0.37% of portfolio
|
Q4 2024
Added 17.01%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
25,424
shares
|
$1.32 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
25,285
shares
|
$1.31 Million
0.02% of portfolio
|
Q4 2024
Added 53.94%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
24,843
shares
|
$1.29 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
24,636
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
24,634
shares
|
$1.28 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
24,565
shares
|
$1.27 Million
0.31% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
23,866
shares
|
$1.24 Million
1.42% of portfolio
|
Q4 2024
Added 12.27%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
23,818
shares
|
$1.23 Million
0.6% of portfolio
|
Q4 2024
Added 24.91%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
23,754
shares
|
$1.23 Million
0.69% of portfolio
|
Q4 2024
Added 31.82%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
23,463
shares
|
$1.22 Million
0.78% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
23,457
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Added 174.06%
|