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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
4,340
shares
|
$224,855
0.02% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
4,311
shares
|
$223,352
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
4,300
shares
|
$222,783
0.02% of portfolio
|
Q1 2024
Reduced 21.82%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,281
shares
|
$221,798
0.0% of portfolio
|
Q4 2024
Reduced 27.65%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,266
shares
|
$221,021
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
4,253
shares
|
$220,347
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
4,240
shares
|
$219,674
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
4,233
shares
|
$219,311
0.01% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,233
shares
|
$219,311
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
4,231
shares
|
$219,208
0.1% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
4,222
shares
|
$218,741
0.13% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
4,202
shares
|
$217,705
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
4,198
shares
|
$217,498
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,133
shares
|
$214,130
0.01% of portfolio
|
Q4 2024
Added 3007.52%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
4,115
shares
|
$213,198
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
4,114
shares
|
$213,146
0.05% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
4,103
shares
|
$212,576
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
4,100
shares
|
$212,421
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
4,100
shares
|
$212,421
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
4,090
shares
|
$211,902
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
4,068
shares
|
$210,763
0.09% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,038
shares
|
$209,208
0.04% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
4,032
shares
|
$208,897
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
4,017
shares
|
$208,120
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
4,000
shares
|
$207,240
0.0% of portfolio
|
Q4 2024
New holding
|