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 713 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $7.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
1,169
shares
|
$66,831
0.0% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
1,095
shares
|
$62,601
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,056
shares
|
$60,371
0.01% of portfolio
|
Q3 2024
Added 115.51%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$57,170
0.02% of portfolio
|
Q1 2024
Reduced 17.01%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
980
shares
|
$56,026
0.02% of portfolio
|
Q1 2024
Added 54.33%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
940
shares
|
$53,739
0.02% of portfolio
|
Q4 2024
Added 27.03%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
938
shares
|
$53,625
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
930
shares
|
$53,168
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
908
shares
|
$51,910
0.01% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
805
shares
|
$46,021
0.04% of portfolio
|
Q3 2024
Added 250.0%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
796
shares
|
$45,507
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
785
shares
|
$44,878
0.01% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
774
shares
|
$44,249
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
750
shares
|
$42,877
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
723
shares
|
$41,333
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
719
shares
|
$41,105
0.02% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
713
shares
|
$40,762
0.0% of portfolio
|
Q4 2024
Added 33.02%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
693
shares
|
$39,618
0.01% of portfolio
|
Q3 2024
Reduced 35.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
691
shares
|
$39,504
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
685
shares
|
$39,161
0.01% of portfolio
|
Q2 2024
Added 13.22%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
605
shares
|
$34,587
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
592
shares
|
$33,844
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
570
shares
|
$32,586
0.0% of portfolio
|
Q1 2024
Reduced 29.82%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
570
shares
|
$32,586
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
550
shares
|
$31,443
0.01% of portfolio
|
Q4 2024
New holding
|