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 690 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $6.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
285
shares
|
$16,378
0.0% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
275
shares
|
$15,804
0.0% of portfolio
|
Q2 2024
Reduced 22.32%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
250
shares
|
$14,367
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
245
shares
|
$14,080
0.03% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
236
shares
|
$13,562
0.0% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
210
shares
|
$12,068
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
200
shares
|
$11,494
0.01% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
200
shares
|
$11,494
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200
shares
|
$11,494
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
175
shares
|
$10,057
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
151
shares
|
$8,677
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
144
shares
|
$8,275
0.0% of portfolio
|
Q1 2024
Added 227.27%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
133
shares
|
$7,643
0.0% of portfolio
|
Q3 2024
Added 166.0%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
114
shares
|
$6,551
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
100
shares
|
$5,747
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
95
shares
|
$5,459
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
95
shares
|
$5,459
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
93
shares
|
$5,344
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
90
shares
|
$5,172
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
84
shares
|
$4,827
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
82
shares
|
$4,712
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
78
shares
|
$4,482
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
72
shares
|
$4,137
0.0% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
71
shares
|
$4,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
48
shares
|
$2,758
0.0% of portfolio
|
Q3 2024
Added 2.13%
|