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 773 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 $7.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
713
shares
|
$39,122
0.01% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
709
shares
|
$38,902
0.01% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
706
shares
|
$38,738
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
685
shares
|
$37,585
0.01% of portfolio
|
Q2 2024
Added 13.22%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
620
shares
|
$34,019
0.0% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
592
shares
|
$32,483
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
570
shares
|
$31,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
550
shares
|
$30,178
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
528
shares
|
$28,971
0.0% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
523
shares
|
$28,697
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
509
shares
|
$27,928
0.0% of portfolio
|
Q4 2024
Added 154.5%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
500
shares
|
$27,435
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
500
shares
|
$27,435
0.0% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
500
shares
|
$27,435
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
491
shares
|
$26,941
0.0% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
490
shares
|
$26,886
0.0% of portfolio
|
Q4 2024
Added 107.63%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
433
shares
|
$23,758
0.01% of portfolio
|
Q4 2024
Reduced 83.94%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
428
shares
|
$23,484
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
417
shares
|
$22,880
0.0% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
409
shares
|
$22,441
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
400
shares
|
$21,948
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
382
shares
|
$20,960
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
349
shares
|
$19,149
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
328
shares
|
$17,997
0.0% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
314
shares
|
$17,229
0.0% of portfolio
|
Q4 2024
Added 18.94%
|