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 754 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $7.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,832
shares
|
$339,830
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
5,831
shares
|
$339,772
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
5,773
shares
|
$336,392
0.02% of portfolio
|
Q4 2024
Reduced 43.14%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
5,739
shares
|
$334,411
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
5,725
shares
|
$333,595
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
5,719
shares
|
$333,246
0.02% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
5,646
shares
|
$328,992
0.01% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
5,646
shares
|
$328,992
0.12% of portfolio
|
Q4 2024
Reduced 45.08%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
5,608
shares
|
$326,778
0.03% of portfolio
|
Q4 2024
Added 166.16%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
5,570
shares
|
$324,563
0.35% of portfolio
|
Q3 2024
Reduced 15.22%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
5,504
shares
|
$320,718
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
5,500
shares
|
$320,485
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
5,450
shares
|
$317,571
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
5,410
shares
|
$315,240
0.11% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,389
shares
|
$314,017
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
5,387
shares
|
$313,900
0.08% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,379
shares
|
$313,434
0.2% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
5,362
shares
|
$312,443
0.19% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
5,296
shares
|
$308,597
0.13% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
5,250
shares
|
$305,917
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
5,190
shares
|
$302,421
0.02% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
5,105
shares
|
$297,468
0.03% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
5,094
shares
|
$296,827
0.08% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
5,062
shares
|
$294,962
0.01% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,008
shares
|
$291,816
0.04% of portfolio
|
Q4 2024
Added 4.16%
|