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 773 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 |
|---|---|---|---|---|---|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
23,395
shares
|
$1.21 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
23,205
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2024
Added 83.76%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,185
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
23,118
shares
|
$1.2 Million
0.21% of portfolio
|
Q4 2024
Added 1674.21%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
23,101
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Added 24.88%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
23,000
shares
|
$1.19 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
22,925
shares
|
$1.19 Million
0.18% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
22,791
shares
|
$1.18 Million
0.95% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
22,768
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
22,673
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2024
Added 35.73%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
22,475
shares
|
$1.16 Million
0.13% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
22,214
shares
|
$1.15 Million
0.16% of portfolio
|
Q4 2024
Added 16.92%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
21,828
shares
|
$1.13 Million
0.32% of portfolio
|
Q4 2024
Added 25.68%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
21,809
shares
|
$1.13 Million
0.35% of portfolio
|
Q4 2024
Added 17.23%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
21,682
shares
|
$1.12 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
21,638
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
21,603
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
21,479
shares
|
$1.11 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
21,458
shares
|
$1.11 Million
0.06% of portfolio
|
Q4 2024
Added 23.62%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
21,289
shares
|
$1.1 Million
0.83% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
21,055
shares
|
$1.09 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
21,001
shares
|
$1.09 Million
0.18% of portfolio
|
Q4 2024
Added 17.81%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
20,433
shares
|
$1.06 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
20,416
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 19.65%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
20,190
shares
|
$1.05 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.86%
|