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 |
|---|---|---|---|---|---|
|
Bouvel Investment Partners, LLC
|
Jan 14, 2025 Q4 2024 |
57,844
shares
|
$3 Million
1.28% of portfolio
|
Q4 2024
Added 78.54%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
57,653
shares
|
$2.99 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
57,092
shares
|
$2.96 Million
0.32% of portfolio
|
Q4 2024
Added 29.1%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
56,457
shares
|
$2.93 Million
0.21% of portfolio
|
Q4 2024
Added 330.41%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
55,736
shares
|
$2.89 Million
0.34% of portfolio
|
Q4 2024
Added 20.2%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
55,536
shares
|
$2.88 Million
0.25% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
55,309
shares
|
$2.87 Million
1.9% of portfolio
|
Q4 2024
Added 106.19%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
54,933
shares
|
$2.85 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
54,779
shares
|
$2.84 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
54,087
shares
|
$2.8 Million
0.46% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
53,827
shares
|
$2.79 Million
0.03% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
53,803
shares
|
$2.79 Million
1.69% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
53,576
shares
|
$2.78 Million
0.37% of portfolio
|
Q4 2024
Added 17.76%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
53,281
shares
|
$2.76 Million
0.03% of portfolio
|
Q4 2024
Added 12.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
52,985
shares
|
$2.75 Million
0.09% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
51,897
shares
|
$2.69 Million
0.01% of portfolio
|
Q4 2024
Added 32.23%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
51,728
shares
|
$2.68 Million
1.21% of portfolio
|
Q4 2024
Added 44.84%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
51,640
shares
|
$2.68 Million
1.52% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Caerus Investment Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
50,209
shares
|
$2.6 Million
2.68% of portfolio
|
Q4 2024
Added 284.77%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
50,185
shares
|
$2.6 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
49,800
shares
|
$2.58 Million
0.44% of portfolio
|
Q2 2024
Reduced 33.03%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
49,603
shares
|
$2.57 Million
0.48% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
49,450
shares
|
$2.56 Million
0.4% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
49,197
shares
|
$2.55 Million
0.16% of portfolio
|
Q4 2024
Added 17.33%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
49,049
shares
|
$2.54 Million
0.28% of portfolio
|
Q4 2024
Added 29.64%
|