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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
491
shares
|
$24,559
0.0% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
490
shares
|
$24,509
0.0% of portfolio
|
Q4 2024
Added 107.63%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
433
shares
|
$21,658
0.01% of portfolio
|
Q4 2024
Reduced 83.94%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
428
shares
|
$21,408
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
417
shares
|
$20,858
0.0% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
409
shares
|
$20,458
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
400
shares
|
$20,008
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
382
shares
|
$19,107
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
349
shares
|
$17,456
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
314
shares
|
$15,706
0.0% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
300
shares
|
$15,006
0.01% of portfolio
|
Q4 2023
Added 20.0%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
290
shares
|
$14,505
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
275
shares
|
$13,755
0.0% of portfolio
|
Q2 2024
Reduced 22.32%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
262
shares
|
$13,105
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
250
shares
|
$12,505
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
230
shares
|
$11,504
0.03% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
210
shares
|
$10,504
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200
shares
|
$10,004
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
200
shares
|
$10,004
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
200
shares
|
$10,004
0.01% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
200
shares
|
$10,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
186
shares
|
$9,303
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
144
shares
|
$7,202
0.0% of portfolio
|
Q1 2024
Added 227.27%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
138
shares
|
$6,902
0.0% of portfolio
|
Q1 2025
Added 94.37%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
114
shares
|
$5,702
0.0% of portfolio
|
Q3 2024
New holding
|