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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1,915
shares
|
$95,788
0.05% of portfolio
|
Q4 2024
Reduced 16.56%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,882
shares
|
$94,137
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
1,831
shares
|
$91,586
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,800
shares
|
$90,036
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,750
shares
|
$87,535
0.06% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,723
shares
|
$86,184
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
1,596
shares
|
$79,831
0.0% of portfolio
|
Q4 2024
Added 368.04%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
1,477
shares
|
$73,879
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,463
shares
|
$73,179
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,410
shares
|
$70,528
0.03% of portfolio
|
Q1 2024
Added 239.76%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,375
shares
|
$68,777
0.01% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,353
shares
|
$67,677
0.05% of portfolio
|
Q2 2024
Reduced 54.75%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,329
shares
|
$66,476
0.03% of portfolio
|
Q4 2024
Added 312.73%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,260
shares
|
$63,025
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,200
shares
|
$60,024
0.0% of portfolio
|
Q4 2024
Reduced 17.81%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1,182
shares
|
$59,123
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
1,166
shares
|
$58,323
0.0% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
1,115
shares
|
$55,772
0.02% of portfolio
|
Q4 2024
Added 13.78%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,099
shares
|
$54,971
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
1,095
shares
|
$54,771
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,056
shares
|
$52,821
0.01% of portfolio
|
Q3 2024
Added 115.51%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$50,020
0.02% of portfolio
|
Q1 2024
Reduced 17.01%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$50,020
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
949
shares
|
$47,468
0.05% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
940
shares
|
$47,018
0.02% of portfolio
|
Q4 2024
Added 27.03%
|