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 |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
6,287
shares
|
$314,475
0.3% of portfolio
|
Q2 2024
Added 34.74%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
6,271
shares
|
$313,675
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
6,252
shares
|
$312,725
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
6,218
shares
|
$311,024
0.01% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,100
shares
|
$305,122
0.18% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
6,065
shares
|
$303,371
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
6,062
shares
|
$303,221
0.02% of portfolio
|
Q1 2025
Reduced 24.74%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
6,051
shares
|
$302,671
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,036
shares
|
$301,920
0.19% of portfolio
|
Q4 2024
Added 56.78%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
6,022
shares
|
$301,220
0.07% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
6,017
shares
|
$300,970
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
6,000
shares
|
$300,120
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
5,985
shares
|
$299,369
0.08% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,910
shares
|
$295,618
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
5,891
shares
|
$294,667
0.05% of portfolio
|
Q4 2024
Added 126.93%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
5,853
shares
|
$292,767
0.22% of portfolio
|
Q4 2024
Reduced 98.21%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,832
shares
|
$291,716
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
5,831
shares
|
$291,666
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
5,773
shares
|
$288,765
0.02% of portfolio
|
Q4 2024
Reduced 43.14%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
5,739
shares
|
$287,064
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
5,725
shares
|
$286,364
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
5,719
shares
|
$286,064
0.02% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,652
shares
|
$282,713
0.02% of portfolio
|
Q1 2025
Added 141200.0%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
5,646
shares
|
$282,412
0.01% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
5,646
shares
|
$282,412
0.12% of portfolio
|
Q4 2024
Reduced 45.08%
|