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 780 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
13,895
shares
|
$695,027
0.04% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
13,806
shares
|
$690,576
0.16% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
13,510
shares
|
$675,770
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
13,448
shares
|
$672,668
0.18% of portfolio
|
Q4 2024
Added 48.01%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,283
shares
|
$664,415
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
13,177
shares
|
$659,113
0.32% of portfolio
|
Q4 2024
Added 40.39%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Apr 16, 2025 Q1 2025 |
13,151
shares
|
$657,813
0.73% of portfolio
|
Q1 2025
Added 97.31%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
12,950
shares
|
$647,759
0.64% of portfolio
|
Q4 2024
Added 34.84%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
12,917
shares
|
$646,108
0.02% of portfolio
|
Q4 2024
Added 48.63%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
12,821
shares
|
$641,306
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
12,680
shares
|
$634,253
0.47% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
12,654
shares
|
$632,953
0.2% of portfolio
|
Q3 2024
Added 44.3%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
12,500
shares
|
$625,250
0.07% of portfolio
|
Q4 2024
Added 27.23%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
12,358
shares
|
$618,147
0.25% of portfolio
|
Q1 2025
Added 27.0%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
12,325
shares
|
$616,496
0.29% of portfolio
|
Q4 2024
Added 225.11%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
12,290
shares
|
$614,745
0.49% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
12,264
shares
|
$613,445
0.09% of portfolio
|
Q1 2025
Reduced 13.8%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
12,046
shares
|
$602,540
0.24% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
11,981
shares
|
$599,289
0.05% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
11,874
shares
|
$593,937
0.05% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
11,790
shares
|
$589,735
0.0% of portfolio
|
Q4 2024
Added 13.89%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
11,600
shares
|
$580,232
0.2% of portfolio
|
Q1 2024
Added 76.51%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
11,585
shares
|
$579,481
0.45% of portfolio
|
Q4 2024
Added 52.21%
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
11,572
shares
|
$578,831
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
11,480
shares
|
$574,229
0.27% of portfolio
|
Q1 2025
Reduced 13.1%
|