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 |
|---|---|---|---|---|---|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
28,450
shares
|
$1.5 Million
0.29% of portfolio
|
Q1 2025
Added 382.94%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
28,386
shares
|
$1.49 Million
0.6% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
28,302
shares
|
$1.49 Million
0.33% of portfolio
|
Q1 2025
Added 15.21%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
28,087
shares
|
$1.48 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
27,919
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Added 19.02%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
27,859
shares
|
$1.47 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
27,739
shares
|
$1.46 Million
0.06% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
27,688
shares
|
$1.46 Million
1.93% of portfolio
|
Q1 2025
Added 16.56%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
27,654
shares
|
$1.46 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
27,517
shares
|
$1.45 Million
0.67% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
27,262
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2025
Added 281.71%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
27,162
shares
|
$1.43 Million
0.67% of portfolio
|
Q1 2025
Added 245.79%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
26,986
shares
|
$1.42 Million
0.05% of portfolio
|
Q1 2025
Reduced 31.38%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
26,690
shares
|
$1.4 Million
0.09% of portfolio
|
Q1 2025
Added 47.45%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
26,346
shares
|
$1.39 Million
0.97% of portfolio
|
Q1 2025
Added 46.89%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
26,196
shares
|
$1.38 Million
0.23% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
26,045
shares
|
$1.37 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
26,019
shares
|
$1.37 Million
0.72% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
25,725
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Added 26.0%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
25,688
shares
|
$1.35 Million
0.07% of portfolio
|
Q1 2025
Added 19.71%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
25,414
shares
|
$1.34 Million
0.76% of portfolio
|
Q1 2025
Added 68.8%
|
|
|
Marks Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
24,966
shares
|
$1.31 Million
0.47% of portfolio
|
Q1 2025
Reduced 95.2%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
24,900
shares
|
$1.31 Million
0.12% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
24,785
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2025
Added 58.29%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
24,726
shares
|
$1.3 Million
0.44% of portfolio
|
Q1 2025
Added 34.77%
|