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 774 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $7.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
206,926
shares
|
$10.9 Million
0.01% of portfolio
|
Q4 2024
Added 81.28%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
198,917
shares
|
$10.5 Million
3.19% of portfolio
|
Q4 2024
Added 27.55%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
198,576
shares
|
$10.5 Million
1.06% of portfolio
|
Q4 2024
Added 24.94%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
198,430
shares
|
$10.5 Million
5.39% of portfolio
|
Q1 2024
Added 8.52%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
192,548
shares
|
$10.2 Million
3.4% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
191,459
shares
|
$10.1 Million
0.17% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
187,210
shares
|
$9.87 Million
0.13% of portfolio
|
Q4 2024
Added 67.31%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
183,286
shares
|
$9.67 Million
0.32% of portfolio
|
Q4 2024
Added 152.71%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
182,599
shares
|
$9.63 Million
1.55% of portfolio
|
Q4 2024
Added 26.65%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
182,300
shares
|
$9.61 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
181,891
shares
|
$9.59 Million
0.35% of portfolio
|
Q4 2024
Reduced 21.53%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
177,466
shares
|
$9.36 Million
2.31% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
175,290
shares
|
$9.24 Million
0.42% of portfolio
|
Q4 2024
Added 36.31%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
174,558
shares
|
$9.21 Million
0.59% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
172,945
shares
|
$9.12 Million
3.49% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
172,137
shares
|
$9.08 Million
0.23% of portfolio
|
Q4 2024
Added 22.54%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
167,424
shares
|
$8.83 Million
0.01% of portfolio
|
Q4 2024
Added 29.66%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Mar 11, 2025 Q4 2024 |
164,355
shares
|
$8.67 Million
7.53% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
160,133
shares
|
$8.45 Million
0.36% of portfolio
|
Q4 2024
Reduced 38.08%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
159,819
shares
|
$8.43 Million
1.18% of portfolio
|
Q2 2023
Added 141.65%
|
|
|
Coastal Bridge Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
159,583
shares
|
$8.42 Million
2.61% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
158,087
shares
|
$8.34 Million
2.24% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
156,060
shares
|
$8.23 Million
4.33% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Feb 05, 2025 Q4 2024 |
155,404
shares
|
$8.2 Million
7.78% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
154,029
shares
|
$8.12 Million
0.0% of portfolio
|
Q4 2024
Added 8028.18%
|