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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
528
shares
|
$30,185
0.0% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
517
shares
|
$29,556
0.02% of portfolio
|
Q3 2024
Reduced 86.56%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
511
shares
|
$29,213
0.0% of portfolio
|
Q3 2024
Reduced 94.01%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
509
shares
|
$29,099
0.0% of portfolio
|
Q4 2024
Added 154.5%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
500
shares
|
$28,585
0.0% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
500
shares
|
$28,585
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
500
shares
|
$28,585
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
491
shares
|
$28,070
0.0% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
433
shares
|
$24,754
0.01% of portfolio
|
Q4 2024
Reduced 83.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
417
shares
|
$23,839
0.0% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
409
shares
|
$23,382
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
400
shares
|
$22,868
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
400
shares
|
$22,868
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
349
shares
|
$19,952
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
341
shares
|
$19,494
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
328
shares
|
$18,751
0.0% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
322
shares
|
$18,408
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
314
shares
|
$17,951
0.0% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
300
shares
|
$17,151
0.01% of portfolio
|
Q4 2023
Added 20.0%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
290
shares
|
$16,579
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
275
shares
|
$15,721
0.0% of portfolio
|
Q2 2024
Reduced 22.32%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
250
shares
|
$14,292
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
245
shares
|
$14,006
0.03% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
236
shares
|
$13,492
0.0% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
210
shares
|
$12,005
0.0% of portfolio
|
Q4 2024
New holding
|