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 138 Million shares, which have been reported (via 13F filing form) to have a value of $7.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
7,180
shares
|
$371,995
0.32% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
7,142
shares
|
$370,027
0.0% of portfolio
|
Q4 2024
Added 82.57%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
7,051
shares
|
$365,312
0.03% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,807
shares
|
$352,670
0.03% of portfolio
|
Q4 2024
Added 66.06%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,764
shares
|
$350,442
0.0% of portfolio
|
Q4 2024
Added 17.35%
|
|
|
Melia Wealth LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
6,696
shares
|
$346,919
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
6,665
shares
|
$345,313
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
6,665
shares
|
$345,313
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6,654
shares
|
$344,743
0.0% of portfolio
|
Q3 2024
Reduced 36.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
6,592
shares
|
$341,531
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
6,500
shares
|
$336,765
0.07% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
6,459
shares
|
$334,640
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
6,400
shares
|
$331,584
0.12% of portfolio
|
Q4 2024
Added 42.22%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
6,360
shares
|
$329,511
0.07% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
6,319
shares
|
$327,387
0.18% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
6,287
shares
|
$325,729
0.3% of portfolio
|
Q2 2024
Added 34.74%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
6,271
shares
|
$324,900
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
6,252
shares
|
$323,916
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
6,218
shares
|
$322,154
0.01% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,100
shares
|
$316,041
0.18% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
6,065
shares
|
$314,227
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
6,065
shares
|
$314,227
0.09% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
6,051
shares
|
$313,502
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,036
shares
|
$312,725
0.19% of portfolio
|
Q4 2024
Added 56.78%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
6,022
shares
|
$311,999
0.07% of portfolio
|
Q4 2024
Added 22.1%
|