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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
20,160
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
19,998
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
19,882
shares
|
$1.03 Million
0.84% of portfolio
|
Q4 2024
Reduced 72.8%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
19,880
shares
|
$1.03 Million
0.14% of portfolio
|
Q4 2024
Added 22.21%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
19,876
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2024
Added 28.43%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
19,873
shares
|
$1.03 Million
0.29% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
19,828
shares
|
$1.03 Million
0.08% of portfolio
|
Q4 2024
Added 30.96%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
19,427
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
19,412
shares
|
$1.01 Million
0.32% of portfolio
|
Q4 2024
Added 22.0%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
19,157
shares
|
$992,524
0.0% of portfolio
|
Q4 2024
Added 224.15%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
19,152
shares
|
$992,265
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
19,099
shares
|
$989,519
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
18,895
shares
|
$978,949
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
18,767
shares
|
$972,318
0.55% of portfolio
|
Q1 2024
New holding
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
18,519
shares
|
$959,469
0.68% of portfolio
|
Q4 2024
Reduced 36.44%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
18,516
shares
|
$959,313
0.4% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
18,347
shares
|
$950,558
0.33% of portfolio
|
Q3 2024
Added 60.12%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
18,249
shares
|
$945,480
0.04% of portfolio
|
Q4 2024
Added 44.09%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
18,225
shares
|
$944,237
0.57% of portfolio
|
Q4 2024
Added 17.52%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
18,101
shares
|
$937,812
0.06% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
18,020
shares
|
$933,616
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
17,936
shares
|
$929,264
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
17,890
shares
|
$926,880
0.29% of portfolio
|
Q4 2024
Added 30.2%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
17,764
shares
|
$920,352
0.07% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
17,748
shares
|
$919,523
0.0% of portfolio
|
Q4 2024
New holding
|