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 775 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 $7.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
72,647
shares
|
$3.76 Million
2.02% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
72,521
shares
|
$3.76 Million
0.4% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
71,446
shares
|
$3.7 Million
0.75% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
70,974
shares
|
$3.68 Million
0.07% of portfolio
|
Q4 2024
Reduced 24.91%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
70,834
shares
|
$3.67 Million
1.64% of portfolio
|
Q4 2024
Added 41.61%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Feb 14, 2025 Q4 2024 |
69,570
shares
|
$3.6 Million
4.43% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
69,385
shares
|
$3.59 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
68,811
shares
|
$3.57 Million
0.77% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
66,281
shares
|
$3.43 Million
0.9% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
64,674
shares
|
$3.35 Million
0.36% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
63,816
shares
|
$3.31 Million
1.81% of portfolio
|
Q4 2024
Added 25.89%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
63,411
shares
|
$3.29 Million
0.09% of portfolio
|
Q4 2024
Added 42.52%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
63,236
shares
|
$3.28 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
62,486
shares
|
$3.24 Million
0.04% of portfolio
|
Q4 2024
Added 111.77%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
61,977
shares
|
$3.21 Million
0.05% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
61,523
shares
|
$3.19 Million
0.23% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
60,638
shares
|
$3.14 Million
0.22% of portfolio
|
Q4 2024
Added 19.73%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
60,604
shares
|
$3.14 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
60,136
shares
|
$3.12 Million
0.32% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
60,072
shares
|
$3.11 Million
2.24% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
59,971
shares
|
$3.11 Million
0.18% of portfolio
|
Q4 2024
Added 48.84%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
59,431
shares
|
$3.08 Million
0.28% of portfolio
|
Q4 2024
Reduced 98.07%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
59,062
shares
|
$3.06 Million
0.25% of portfolio
|
Q4 2024
Added 16.51%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
58,694
shares
|
$3.04 Million
1.8% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
57,897
shares
|
$3 Million
0.11% of portfolio
|
Q4 2024
Added 14.5%
|