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 |
|---|---|---|---|---|---|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
9,728
shares
|
$504,007
0.72% of portfolio
|
Q4 2024
Reduced 27.16%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
9,726
shares
|
$503,904
0.29% of portfolio
|
Q4 2024
Reduced 61.97%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
9,683
shares
|
$501,676
0.45% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
9,540
shares
|
$494,267
0.15% of portfolio
|
Q4 2024
Added 42.41%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
9,417
shares
|
$487,894
0.06% of portfolio
|
Q3 2024
Added 16.3%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
9,356
shares
|
$484,734
0.05% of portfolio
|
Q4 2024
Added 92.39%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
8,956
shares
|
$464,010
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
8,898
shares
|
$461,005
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
8,894
shares
|
$460,798
0.23% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
8,893
shares
|
$460,746
0.02% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
8,885
shares
|
$460,331
0.2% of portfolio
|
Q1 2024
Reduced 13.11%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
8,864
shares
|
$459,243
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
8,838
shares
|
$457,896
0.01% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
8,777
shares
|
$454,736
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
8,756
shares
|
$453,648
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
8,646
shares
|
$447,949
0.35% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
8,626
shares
|
$446,913
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
8,540
shares
|
$442,457
0.08% of portfolio
|
Q3 2024
Added 24.13%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
8,444
shares
|
$437,483
0.07% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,395
shares
|
$434,944
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
8,348
shares
|
$432,509
0.02% of portfolio
|
Q4 2024
Added 28.89%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
8,345
shares
|
$432,354
0.07% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
8,335
shares
|
$431,836
0.23% of portfolio
|
Q4 2024
Reduced 49.76%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
8,299
shares
|
$429,971
0.04% of portfolio
|
Q4 2024
Added 15.84%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,261
shares
|
$428,002
0.08% of portfolio
|
Q4 2024
New holding
|