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 $7.1 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 |
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
6,017
shares
|
$311,740
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
6,000
shares
|
$310,860
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
5,985
shares
|
$310,082
0.08% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,910
shares
|
$306,197
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
5,891
shares
|
$305,212
0.05% of portfolio
|
Q4 2024
Added 126.93%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
5,853
shares
|
$303,243
0.22% of portfolio
|
Q4 2024
Reduced 98.21%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,832
shares
|
$302,155
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
5,831
shares
|
$302,104
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
5,773
shares
|
$299,099
0.02% of portfolio
|
Q4 2024
Reduced 43.14%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
5,739
shares
|
$297,337
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
5,725
shares
|
$296,612
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
5,719
shares
|
$296,301
0.02% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
5,646
shares
|
$292,519
0.12% of portfolio
|
Q4 2024
Reduced 45.08%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
5,646
shares
|
$292,519
0.01% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
5,608
shares
|
$290,550
0.03% of portfolio
|
Q4 2024
Added 166.16%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
5,570
shares
|
$288,581
0.35% of portfolio
|
Q3 2024
Reduced 15.22%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
5,504
shares
|
$285,162
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
5,500
shares
|
$284,955
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
5,450
shares
|
$282,364
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
5,410
shares
|
$280,292
0.11% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,389
shares
|
$279,204
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
5,387
shares
|
$279,100
0.08% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,379
shares
|
$278,685
0.2% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
5,362
shares
|
$277,805
0.19% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
5,296
shares
|
$274,385
0.13% of portfolio
|
Q4 2024
Reduced 0.66%
|