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 |
|---|---|---|---|---|---|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
3,736
shares
|
$186,874
0.05% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
3,703
shares
|
$185,224
0.08% of portfolio
|
Q4 2024
Reduced 19.53%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
3,651
shares
|
$182,623
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
3,641
shares
|
$182,122
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
3,629
shares
|
$181,522
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
3,616
shares
|
$180,872
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,600
shares
|
$180,072
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
3,595
shares
|
$179,821
0.04% of portfolio
|
Q3 2024
Added 3606.19%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
3,197
shares
|
$159,913
0.02% of portfolio
|
Q4 2024
Reduced 23.33%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,155
shares
|
$157,813
0.07% of portfolio
|
Q4 2024
Reduced 12.72%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
3,129
shares
|
$156,512
0.12% of portfolio
|
Q1 2024
Reduced 3.84%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
3,095
shares
|
$154,811
0.0% of portfolio
|
Q4 2024
Added 256.16%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
2,873
shares
|
$143,707
1.18% of portfolio
|
Q1 2025
Reduced 92.32%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
2,824
shares
|
$141,256
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,701
shares
|
$135,104
0.05% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
2,673
shares
|
$133,703
0.02% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,365
shares
|
$118,297
0.0% of portfolio
|
Q4 2024
Added 82.2%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,323
shares
|
$116,196
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
2,220
shares
|
$111,044
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
2,197
shares
|
$109,893
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2,130
shares
|
$106,542
0.0% of portfolio
|
Q4 2024
Added 17.23%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,081
shares
|
$104,091
0.04% of portfolio
|
Q4 2024
Added 26.2%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
2,025
shares
|
$101,290
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$100,040
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,974
shares
|
$98,739
0.02% of portfolio
|
Q4 2024
Added 21.78%
|