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 780 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
18,101
shares
|
$905,412
0.06% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
18,020
shares
|
$901,360
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
17,936
shares
|
$897,158
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
17,890
shares
|
$894,857
0.29% of portfolio
|
Q4 2024
Added 30.2%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
17,795
shares
|
$890,105
0.33% of portfolio
|
Q1 2025
Added 16.39%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
17,764
shares
|
$888,555
0.07% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
17,748
shares
|
$887,754
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
17,735
shares
|
$887,104
0.05% of portfolio
|
Q1 2025
Added 30.73%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
17,672
shares
|
$883,953
0.03% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
17,640
shares
|
$882,352
0.29% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
17,623
shares
|
$881,502
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
17,365
shares
|
$868,597
0.0% of portfolio
|
Q4 2024
Added 3298.24%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
17,316
shares
|
$866,146
0.03% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
17,294
shares
|
$865,045
0.32% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
17,232
shares
|
$861,944
0.93% of portfolio
|
Q1 2025
Added 122.35%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,227
shares
|
$861,694
0.0% of portfolio
|
Q4 2024
Added 42.27%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
17,192
shares
|
$859,943
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
16,550
shares
|
$827,831
0.02% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
16,483
shares
|
$824,479
0.05% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
16,482
shares
|
$824,429
0.13% of portfolio
|
Q1 2025
Added 52.91%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
16,464
shares
|
$823,529
0.48% of portfolio
|
Q1 2025
Added 128.19%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
16,426
shares
|
$821,628
0.11% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
16,126
shares
|
$806,622
0.02% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Consilium Wealth Advisory, LLC
|
Apr 17, 2025 Q1 2025 |
15,978
shares
|
$799,219
0.42% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
15,721
shares
|
$786,364
0.42% of portfolio
|
Q4 2024
Added 0.01%
|