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 |
|---|---|---|---|---|---|
|
Aurdan Capital Management, LLC
Wayne, PA |
Feb 21, 2025 Q4 2024 |
11,397
shares
|
$570,077
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
11,264
shares
|
$563,425
0.09% of portfolio
|
Q4 2024
Added 55.58%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
11,213
shares
|
$560,874
0.16% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
11,158
shares
|
$558,123
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
|
$556,572
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
11,093
shares
|
$554,871
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
11,025
shares
|
$551,470
0.04% of portfolio
|
Q4 2024
Added 26.86%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
11,000
shares
|
$550,220
0.0% of portfolio
|
Q4 2024
Added 37.5%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
10,999
shares
|
$550,169
0.25% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
10,992
shares
|
$549,819
0.1% of portfolio
|
Q1 2025
Added 136.79%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
10,985
shares
|
$549,469
0.06% of portfolio
|
Q4 2024
Reduced 78.48%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,942
shares
|
$547,318
0.0% of portfolio
|
Q4 2024
Added 138.7%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
10,675
shares
|
$533,963
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
10,592
shares
|
$529,811
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
10,547
shares
|
$527,560
0.16% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
10,520
shares
|
$526,210
0.09% of portfolio
|
Q1 2025
Added 286.76%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
10,440
shares
|
$522,208
0.11% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
10,389
shares
|
$519,657
0.02% of portfolio
|
Q1 2025
Added 18.65%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
10,378
shares
|
$519,107
1.09% of portfolio
|
Q4 2024
Reduced 92.12%
|
|
|
Bts Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
10,375
shares
|
$518,957
0.61% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
10,357
shares
|
$518,057
0.06% of portfolio
|
Q4 2024
Added 71.28%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,313
shares
|
$515,856
0.1% of portfolio
|
Q4 2024
Added 53.26%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
10,308
shares
|
$515,606
0.07% of portfolio
|
Q4 2024
Added 112.1%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
10,270
shares
|
$513,705
0.07% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
10,268
shares
|
$513,605
0.07% of portfolio
|
Q4 2024
New holding
|