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 $7.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
796,395
shares
|
$41.3 Million
0.06% of portfolio
|
Q4 2024
Added 12.28%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
796,370
shares
|
$41.3 Million
0.05% of portfolio
|
Q4 2024
Added 15.81%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
775,831
shares
|
$40.2 Million
0.25% of portfolio
|
Q4 2024
Added 12.14%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
689,258
shares
|
$35.7 Million
0.16% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
642,560
shares
|
$33.3 Million
6.7% of portfolio
|
Q4 2024
Reduced 24.4%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
582,871
shares
|
$30.2 Million
0.78% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
578,999
shares
|
$30 Million
0.01% of portfolio
|
Q4 2024
Added 253.87%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
523,027
shares
|
$27.1 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Marks Wealth, LLC
|
Jan 17, 2025 Q4 2024 |
519,973
shares
|
$26.9 Million
14.11% of portfolio
|
Q4 2024
Added 1722.68%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
515,240
shares
|
$26.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 14.64%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
499,396
shares
|
$25.9 Million
3.64% of portfolio
|
Q4 2024
Added 240.58%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
495,692
shares
|
$25.7 Million
0.71% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
492,684
shares
|
$25.5 Million
0.25% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
480,014
shares
|
$24.9 Million
0.31% of portfolio
|
Q4 2024
Added 13.87%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
479,799
shares
|
$24.9 Million
0.27% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
465,535
shares
|
$24.1 Million
0.05% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
446,058
shares
|
$23.1 Million
2.09% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
441,851
shares
|
$22.9 Million
0.07% of portfolio
|
Q4 2024
Added 13.74%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
418,188
shares
|
$21.7 Million
11.92% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
413,311
shares
|
$21.4 Million
0.01% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
405,964
shares
|
$21 Million
15.55% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
405,624
shares
|
$21 Million
0.04% of portfolio
|
Q4 2024
Added 27.72%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Feb 06, 2025 Q4 2024 |
395,989
shares
|
$20.5 Million
23.29% of portfolio
|
Q4 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
391,927
shares
|
$20.3 Million
0.8% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
367,469
shares
|
$19 Million
0.64% of portfolio
|
Q4 2024
New holding
|