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 |
|---|---|---|---|---|---|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
4,115
shares
|
$205,832
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
4,114
shares
|
$205,782
0.05% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
4,103
shares
|
$205,232
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
4,100
shares
|
$205,082
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
4,100
shares
|
$205,082
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
4,095
shares
|
$204,831
0.04% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
4,090
shares
|
$204,581
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
4,068
shares
|
$203,481
0.09% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
4,032
shares
|
$201,680
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
4,017
shares
|
$200,930
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
4,000
shares
|
$200,080
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
4,000
shares
|
$200,080
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
4,000
shares
|
$200,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
3,950
shares
|
$197,579
0.01% of portfolio
|
Q1 2025
Reduced 24.76%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,946
shares
|
$197,378
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
3,930
shares
|
$196,578
0.17% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
3,905
shares
|
$195,328
0.12% of portfolio
|
Q4 2024
Reduced 93.63%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,900
shares
|
$195,078
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
3,893
shares
|
$194,727
0.01% of portfolio
|
Q4 2024
Added 873.25%
|
|
|
Bay Rivers Group
|
Apr 10, 2025 Q1 2025 |
3,865
shares
|
$193,327
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,841
shares
|
$192,126
0.01% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
3,804
shares
|
$190,276
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,773
shares
|
$188,725
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
3,760
shares
|
$188,075
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
3,750
shares
|
$187,575
0.05% of portfolio
|
Q4 2024
New holding
|