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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
14,616
shares
|
$757,254
0.23% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
14,613
shares
|
$757,099
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
14,572
shares
|
$754,975
0.06% of portfolio
|
Q3 2023
Added 3.44%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
14,490
shares
|
$750,726
0.5% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
14,329
shares
|
$742,385
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
14,324
shares
|
$742,126
0.17% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
14,260
shares
|
$738,810
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
14,244
shares
|
$737,981
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
14,228
shares
|
$737,152
0.11% of portfolio
|
Q4 2024
Added 16.73%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
14,158
shares
|
$733,525
0.02% of portfolio
|
Q4 2024
Added 21.96%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
14,058
shares
|
$728,344
0.17% of portfolio
|
Q4 2024
Reduced 27.24%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
13,949
shares
|
$722,697
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
13,949
shares
|
$722,697
0.29% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
13,906
shares
|
$720,469
0.07% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
13,806
shares
|
$715,288
0.16% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
13,566
shares
|
$702,854
0.04% of portfolio
|
Q4 2024
Added 16.96%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
13,510
shares
|
$699,953
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
13,470
shares
|
$697,880
0.04% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
13,448
shares
|
$696,740
0.18% of portfolio
|
Q4 2024
Added 48.01%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,283
shares
|
$688,192
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
13,210
shares
|
$684,410
0.33% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
13,177
shares
|
$682,700
0.32% of portfolio
|
Q4 2024
Added 40.39%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
12,950
shares
|
$670,939
0.64% of portfolio
|
Q4 2024
Added 34.84%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
12,917
shares
|
$669,229
0.02% of portfolio
|
Q4 2024
Added 48.63%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
12,838
shares
|
$665,136
0.04% of portfolio
|
Q4 2024
Added 14.12%
|