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 |
|---|---|---|---|---|---|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
20,190
shares
|
$1.06 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
20,160
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
20,156
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
20,116
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2025
Added 42.08%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
20,000
shares
|
$1.05 Million
0.34% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
19,900
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 92.19%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
19,882
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2025
Added 23.29%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
19,882
shares
|
$1.05 Million
0.84% of portfolio
|
Q4 2024
Reduced 72.8%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
19,866
shares
|
$1.05 Million
0.26% of portfolio
|
Q1 2025
Added 216.79%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
19,620
shares
|
$1.03 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
19,525
shares
|
$1.03 Million
0.05% of portfolio
|
Q1 2025
Added 44.52%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
19,299
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
19,234
shares
|
$1.01 Million
0.2% of portfolio
|
Q1 2025
Added 56.64%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
18,832
shares
|
$991,128
0.18% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
18,779
shares
|
$988,338
0.14% of portfolio
|
Q1 2025
Reduced 18.09%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
18,776
shares
|
$988,180
0.93% of portfolio
|
Q1 2025
Added 9.21%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
18,767
shares
|
$987,707
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
18,750
shares
|
$986,812
0.01% of portfolio
|
Q1 2025
Reduced 25.85%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
18,668
shares
|
$982,496
0.01% of portfolio
|
Q1 2025
Reduced 29.54%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
18,616
shares
|
$979,760
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
18,419
shares
|
$969,391
0.07% of portfolio
|
Q1 2025
Added 55.12%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
18,391
shares
|
$967,918
0.13% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
18,038
shares
|
$949,339
0.05% of portfolio
|
Q1 2025
Added 83.03%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
17,881
shares
|
$941,077
0.35% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
17,795
shares
|
$936,550
0.33% of portfolio
|
Q1 2025
Added 16.39%
|