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 817 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,220
shares
|
$119,458
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,197
shares
|
$118,220
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
2,197
shares
|
$118,220
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
2,191
shares
|
$117,897
0.04% of portfolio
|
Q1 2025
Added 64.86%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2,184
shares
|
$117,521
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,137
shares
|
$114,991
0.02% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,081
shares
|
$111,978
0.04% of portfolio
|
Q4 2024
Added 26.2%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
2,035
shares
|
$109,503
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
2,000
shares
|
$107,620
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
1,925
shares
|
$103,584
0.1% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,882
shares
|
$101,270
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
1,869
shares
|
$100,570
0.03% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,845
shares
|
$99,279
0.0% of portfolio
|
Q1 2025
Added 15.6%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,825
shares
|
$98,203
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
1,800
shares
|
$96,858
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,750
shares
|
$94,167
0.06% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,723
shares
|
$92,714
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,680
shares
|
$90,400
0.04% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,642
shares
|
$88,356
0.0% of portfolio
|
Q1 2025
Reduced 65.1%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,558
shares
|
$83,835
0.0% of portfolio
|
Q1 2025
Added 151.29%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,532
shares
|
$82,436
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,463
shares
|
$78,724
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,410
shares
|
$75,872
0.03% of portfolio
|
Q1 2024
Added 239.76%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
1,400
shares
|
$75,334
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,375
shares
|
$73,988
0.01% of portfolio
|
Q1 2025
Added 0.44%
|