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 |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
683
shares
|
$36,752
0.02% of portfolio
|
Q1 2025
Added 59.58%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
676
shares
|
$36,375
0.04% of portfolio
|
Q1 2025
Added 29.25%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
664
shares
|
$35,729
0.02% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
650
shares
|
$34,976
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
581
shares
|
$31,263
0.01% of portfolio
|
Q1 2025
Added 111.27%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
502
shares
|
$27,012
0.02% of portfolio
|
Q1 2025
Added 91.6%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
501
shares
|
$26,958
0.0% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
500
shares
|
$26,905
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
500
shares
|
$26,905
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
434
shares
|
$23,353
0.0% of portfolio
|
Q1 2025
Reduced 17.8%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
433
shares
|
$23,299
0.01% of portfolio
|
Q4 2024
Reduced 83.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
417
shares
|
$22,438
0.0% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
409
shares
|
$22,008
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
402
shares
|
$21,631
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
357
shares
|
$19,210
0.0% of portfolio
|
Q2 2025
Reduced 27.29%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
339
shares
|
$18,241
0.0% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
326
shares
|
$17,542
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
324
shares
|
$17,434
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
301
shares
|
$16,196
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
290
shares
|
$15,604
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
250
shares
|
$13,452
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
250
shares
|
$13,452
0.01% of portfolio
|
Q2 2025
Reduced 82.76%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
237
shares
|
$12,752
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
200
shares
|
$10,762
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
200
shares
|
$10,762
0.01% of portfolio
|
Q2 2024
Added 100.0%
|