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 |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
5,296
shares
|
$274,385
0.13% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
5,190
shares
|
$268,893
0.02% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Feb 19, 2025 Q4 2024 |
5,110
shares
|
$264,749
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
5,105
shares
|
$264,490
0.03% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
5,094
shares
|
$263,920
0.08% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
5,062
shares
|
$262,262
0.01% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,008
shares
|
$259,464
0.04% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$259,050
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
5,000
shares
|
$259,050
0.02% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
5,000
shares
|
$259,050
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,782
shares
|
$247,755
0.01% of portfolio
|
Q4 2024
Added 20.61%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
4,723
shares
|
$244,698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
4,705
shares
|
$243,766
0.0% of portfolio
|
Q4 2024
Added 50.99%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
4,652
shares
|
$241,020
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
4,642
shares
|
$240,502
0.05% of portfolio
|
Q4 2024
Added 132.1%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
4,630
shares
|
$239,880
0.03% of portfolio
|
Q3 2024
Added 27.55%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Feb 03, 2025 Q4 2024 |
4,625
shares
|
$239,621
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
4,612
shares
|
$238,947
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
4,589
shares
|
$237,756
0.17% of portfolio
|
Q4 2024
Added 31.94%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
4,556
shares
|
$236,046
0.1% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
4,550
shares
|
$235,735
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
4,500
shares
|
$233,145
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
4,488
shares
|
$232,523
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
4,471
shares
|
$231,642
0.0% of portfolio
|
Q4 2024
Added 10.75%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,376
shares
|
$226,720
0.02% of portfolio
|
Q4 2024
New holding
|