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 |
|---|---|---|---|---|---|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
934
shares
|
$46,718
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
930
shares
|
$46,518
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
908
shares
|
$45,418
0.01% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
805
shares
|
$40,266
0.04% of portfolio
|
Q3 2024
Added 250.0%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
796
shares
|
$39,815
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
785
shares
|
$39,265
0.01% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
774
shares
|
$38,715
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
722
shares
|
$36,114
0.02% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
717
shares
|
$35,864
0.0% of portfolio
|
Q4 2024
Added 25.79%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
713
shares
|
$35,664
0.0% of portfolio
|
Q4 2024
Added 33.02%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
713
shares
|
$35,664
0.01% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
709
shares
|
$35,464
0.01% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
706
shares
|
$35,314
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
685
shares
|
$34,263
0.01% of portfolio
|
Q2 2024
Added 13.22%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
620
shares
|
$31,012
0.0% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
592
shares
|
$29,611
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
570
shares
|
$28,511
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
550
shares
|
$27,511
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
528
shares
|
$26,410
0.0% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
523
shares
|
$26,160
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
509
shares
|
$25,460
0.0% of portfolio
|
Q4 2024
Added 154.5%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
500
shares
|
$25,010
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
500
shares
|
$25,010
0.0% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
500
shares
|
$25,010
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
500
shares
|
$25,010
0.02% of portfolio
|
Q4 2024
New holding
|