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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,942
shares
|
$637,590
0.0% of portfolio
|
Q4 2024
Added 138.7%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
10,779
shares
|
$628,092
0.1% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Bts Asset Management, Inc.
|
Jan 15, 2025 Q4 2024 |
10,618
shares
|
$618,710
0.6% of portfolio
|
Q4 2024
Added 105.38%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
10,592
shares
|
$617,195
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
10,440
shares
|
$608,338
0.11% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
10,378
shares
|
$604,726
1.09% of portfolio
|
Q4 2024
Reduced 92.12%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
10,357
shares
|
$603,502
0.06% of portfolio
|
Q4 2024
Added 71.28%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,313
shares
|
$600,938
0.1% of portfolio
|
Q4 2024
Added 53.26%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
10,308
shares
|
$600,647
0.07% of portfolio
|
Q4 2024
Added 112.1%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
10,268
shares
|
$598,316
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Feb 13, 2025 Q4 2024 |
10,245
shares
|
$596,976
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
10,189
shares
|
$593,713
0.05% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
10,173
shares
|
$592,780
0.16% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
10,046
shares
|
$585,380
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
10,000
shares
|
$582,700
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
9,855
shares
|
$574,250
0.03% of portfolio
|
Q4 2024
Added 37.76%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
9,790
shares
|
$570,463
0.07% of portfolio
|
Q4 2024
Added 56.72%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
9,756
shares
|
$568,482
0.05% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
9,728
shares
|
$566,850
0.72% of portfolio
|
Q4 2024
Reduced 27.16%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
9,726
shares
|
$566,734
0.29% of portfolio
|
Q4 2024
Reduced 61.97%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
9,683
shares
|
$564,228
0.45% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
9,637
shares
|
$561,547
0.13% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
9,540
shares
|
$555,895
0.15% of portfolio
|
Q4 2024
Added 42.41%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
9,417
shares
|
$548,728
0.06% of portfolio
|
Q3 2024
Added 16.3%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
9,356
shares
|
$545,174
0.05% of portfolio
|
Q4 2024
Added 92.39%
|