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 |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
8,228
shares
|
$426,292
0.09% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
8,221
shares
|
$425,930
0.04% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
8,204
shares
|
$425,049
0.01% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
8,149
shares
|
$422,199
0.04% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
8,083
shares
|
$418,780
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
8,061
shares
|
$417,640
0.12% of portfolio
|
Q4 2024
Added 85.99%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
8,055
shares
|
$417,329
0.03% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
8,013
shares
|
$415,153
0.03% of portfolio
|
Q4 2024
Added 42.66%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
7,995
shares
|
$414,220
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
7,945
shares
|
$411,630
0.27% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
7,934
shares
|
$411,060
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
7,857
shares
|
$407,071
0.27% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
7,855
shares
|
$406,967
0.21% of portfolio
|
Q4 2024
Added 19.83%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
7,750
shares
|
$401,527
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
7,714
shares
|
$399,662
0.02% of portfolio
|
Q4 2024
Added 30.81%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
7,666
shares
|
$397,175
0.06% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
7,639
shares
|
$395,776
0.1% of portfolio
|
Q4 2024
Reduced 69.97%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
7,518
shares
|
$389,507
0.03% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
7,360
shares
|
$381,321
0.17% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Belvedere Trading LLC
|
Jan 30, 2025 Q4 2024 |
7,336
shares
|
$380,078
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
7,331
shares
|
$379,819
0.07% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
7,323
shares
|
$379,404
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Seaview Investment Managers LLC
|
Feb 13, 2025 Q4 2024 |
7,266
shares
|
$376,451
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
7,264
shares
|
$376,347
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
7,215
shares
|
$373,809
0.25% of portfolio
|
Q4 2024
Added 34.08%
|