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 754 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $7.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
12,746
shares
|
$742,709
0.04% of portfolio
|
Q4 2024
Reduced 93.14%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
12,694
shares
|
$739,679
0.17% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
12,680
shares
|
$738,863
0.47% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
12,654
shares
|
$737,348
0.2% of portfolio
|
Q3 2024
Added 44.3%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
12,500
shares
|
$728,375
0.07% of portfolio
|
Q4 2024
Added 27.23%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
12,325
shares
|
$718,177
0.29% of portfolio
|
Q4 2024
Added 225.11%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
12,290
shares
|
$716,138
0.49% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
12,279
shares
|
$715,497
0.15% of portfolio
|
Q4 2024
Added 178.25%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
11,984
shares
|
$698,307
0.05% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
11,973
shares
|
$697,666
0.39% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
11,874
shares
|
$691,897
0.05% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
11,790
shares
|
$687,003
0.0% of portfolio
|
Q4 2024
Added 13.89%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
11,600
shares
|
$675,932
0.2% of portfolio
|
Q1 2024
Added 76.51%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
11,599
shares
|
$675,873
0.03% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
11,585
shares
|
$675,057
0.45% of portfolio
|
Q4 2024
Added 52.21%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
11,583
shares
|
$674,941
0.06% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
11,400
shares
|
$664,278
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
11,325
shares
|
$659,907
0.17% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
11,264
shares
|
$656,353
0.09% of portfolio
|
Q4 2024
Added 55.58%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
11,158
shares
|
$650,176
0.31% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
11,127
shares
|
$648,370
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
11,114
shares
|
$647,612
0.02% of portfolio
|
Q4 2024
Reduced 60.75%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
11,025
shares
|
$642,426
0.04% of portfolio
|
Q4 2024
Added 26.86%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
11,000
shares
|
$640,970
0.0% of portfolio
|
Q4 2024
Added 37.5%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
10,985
shares
|
$640,095
0.06% of portfolio
|
Q4 2024
Reduced 78.48%
|