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 792 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $7.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,942
shares
|
$559,026
0.0% of portfolio
|
Q4 2024
Added 138.7%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
10,825
shares
|
$553,049
0.01% of portfolio
|
Q1 2025
Added 28.95%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
10,675
shares
|
$545,385
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
10,675
shares
|
$545,385
0.18% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
10,547
shares
|
$538,846
0.16% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
10,520
shares
|
$537,466
0.09% of portfolio
|
Q1 2025
Added 286.76%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
10,502
shares
|
$536,547
0.07% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
10,440
shares
|
$533,379
0.11% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
10,389
shares
|
$530,774
0.02% of portfolio
|
Q1 2025
Added 18.65%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
10,378
shares
|
$530,212
1.09% of portfolio
|
Q4 2024
Reduced 92.12%
|
|
|
Bts Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
10,375
shares
|
$530,058
0.61% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,313
shares
|
$526,891
0.1% of portfolio
|
Q4 2024
Added 53.26%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
10,270
shares
|
$524,694
0.07% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
10,264
shares
|
$524,387
0.08% of portfolio
|
Q1 2025
Added 33.89%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Feb 13, 2025 Q4 2024 |
10,245
shares
|
$523,417
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
10,189
shares
|
$520,556
0.05% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
10,165
shares
|
$519,329
0.27% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
10,088
shares
|
$515,395
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
10,046
shares
|
$513,250
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
10,000
shares
|
$510,900
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
9,865
shares
|
$504,002
0.08% of portfolio
|
Q1 2025
Added 18.21%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
9,855
shares
|
$503,491
0.03% of portfolio
|
Q4 2024
Added 37.76%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
9,756
shares
|
$498,434
0.05% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
9,728
shares
|
$497,003
0.72% of portfolio
|
Q4 2024
Reduced 27.16%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
9,683
shares
|
$494,704
0.45% of portfolio
|
Q4 2024
Added 2.62%
|