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 674 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $6.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
491
shares
|
$28,242
0.0% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
456
shares
|
$26,229
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
433
shares
|
$24,906
0.01% of portfolio
|
Q4 2024
Reduced 83.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
417
shares
|
$23,985
0.0% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
400
shares
|
$23,008
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
400
shares
|
$23,008
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
341
shares
|
$19,614
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
328
shares
|
$18,866
0.0% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
322
shares
|
$18,521
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
314
shares
|
$18,061
0.0% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
300
shares
|
$17,256
0.01% of portfolio
|
Q4 2023
Added 20.0%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
290
shares
|
$16,680
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
285
shares
|
$16,393
0.0% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
275
shares
|
$15,818
0.0% of portfolio
|
Q2 2024
Reduced 22.32%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
250
shares
|
$14,380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
245
shares
|
$14,092
0.03% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
236
shares
|
$13,574
0.0% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
210
shares
|
$12,079
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200
shares
|
$11,504
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
200
shares
|
$11,504
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
200
shares
|
$11,504
0.01% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
197
shares
|
$11,331
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
175
shares
|
$10,066
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
151
shares
|
$8,685
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
144
shares
|
$8,282
0.0% of portfolio
|
Q1 2024
Added 227.27%
|