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 |
|---|---|---|---|---|---|
|
Socha Financial Group, LLC
Corning, NY |
Jan 27, 2025 Q4 2024 |
86,673
shares
|
$4.57 Million
2.29% of portfolio
|
Q4 2024
Reduced 79.62%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
86,470
shares
|
$4.56 Million
1.46% of portfolio
|
Q4 2024
Added 14.31%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
86,400
shares
|
$4.56 Million
3.3% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
85,981
shares
|
$4.53 Million
0.64% of portfolio
|
Q2 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
85,506
shares
|
$4.51 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
83,174
shares
|
$4.39 Million
0.08% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
83,160
shares
|
$4.39 Million
0.29% of portfolio
|
Q4 2024
Added 26.53%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
82,644
shares
|
$4.36 Million
0.02% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
82,257
shares
|
$4.34 Million
0.0% of portfolio
|
Q4 2024
Added 248.18%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
81,971
shares
|
$4.32 Million
0.76% of portfolio
|
Q4 2024
Added 27.92%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
80,696
shares
|
$4.26 Million
0.01% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
79,146
shares
|
$4.17 Million
1.18% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
78,874
shares
|
$4.16 Million
2.9% of portfolio
|
Q4 2024
Reduced 29.26%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
77,843
shares
|
$4.11 Million
1.88% of portfolio
|
Q4 2024
Added 93.22%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
76,124
shares
|
$4.01 Million
2.42% of portfolio
|
Q4 2024
Added 29.42%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
75,260
shares
|
$3.97 Million
0.29% of portfolio
|
Q4 2024
Reduced 69.81%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
74,987
shares
|
$3.95 Million
0.32% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
74,372
shares
|
$3.92 Million
0.06% of portfolio
|
Q4 2024
Added 53.19%
|
|
|
Forefront Wealth Management Inc.
|
Feb 11, 2025 Q4 2024 |
74,174
shares
|
$3.91 Million
4.28% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
73,479
shares
|
$3.88 Million
0.02% of portfolio
|
Q4 2024
Added 34.45%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
73,438
shares
|
$3.87 Million
0.57% of portfolio
|
Q4 2024
Added 12.87%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
72,934
shares
|
$3.85 Million
1.03% of portfolio
|
Q4 2024
Added 15.99%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
72,726
shares
|
$3.84 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
72,708
shares
|
$3.83 Million
0.89% of portfolio
|
Q4 2024
Added 19.8%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
72,688
shares
|
$3.83 Million
0.83% of portfolio
|
Q4 2024
Added 65.85%
|