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 |
|---|---|---|---|---|---|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
48,400
shares
|
$2.51 Million
2.1% of portfolio
|
Q4 2024
Reduced 19.48%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
48,184
shares
|
$2.5 Million
1.35% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
47,687
shares
|
$2.47 Million
0.08% of portfolio
|
Q4 2024
Added 13.11%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
46,436
shares
|
$2.41 Million
0.2% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
46,121
shares
|
$2.39 Million
0.11% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
45,102
shares
|
$2.34 Million
0.14% of portfolio
|
Q4 2024
Added 47.84%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
44,683
shares
|
$2.32 Million
0.0% of portfolio
|
Q4 2024
Added 89.27%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
44,395
shares
|
$2.3 Million
0.64% of portfolio
|
Q4 2024
Added 33.55%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
44,294
shares
|
$2.29 Million
0.09% of portfolio
|
Q4 2024
Added 50.78%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
44,065
shares
|
$2.28 Million
0.26% of portfolio
|
Q4 2024
Added 17.24%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
43,966
shares
|
$2.28 Million
2.48% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
43,953
shares
|
$2.28 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Concorde Financial Corp
Dallas, TX |
Feb 14, 2025 Q4 2024 |
43,713
shares
|
$2.26 Million
1.55% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
43,180
shares
|
$2.24 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
42,525
shares
|
$2.2 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
42,151
shares
|
$2.18 Million
0.8% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
42,050
shares
|
$2.18 Million
0.35% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
41,768
shares
|
$2.16 Million
0.8% of portfolio
|
Q4 2024
Reduced 52.68%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
41,358
shares
|
$2.14 Million
1.11% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
41,271
shares
|
$2.14 Million
1.18% of portfolio
|
Q4 2024
Added 87.36%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
41,263
shares
|
$2.14 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
41,077
shares
|
$2.13 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Feb 06, 2025 Q4 2024 |
40,866
shares
|
$2.12 Million
2.32% of portfolio
|
Q4 2024
New holding
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
40,406
shares
|
$2.09 Million
1.3% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
39,831
shares
|
$2.06 Million
1.17% of portfolio
|
Q4 2024
Added 1.39%
|