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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
366,662
shares
|
$19 Million
0.51% of portfolio
|
Q4 2024
Added 106.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
363,142
shares
|
$18.8 Million
0.13% of portfolio
|
Q4 2024
Added 37.45%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
354,701
shares
|
$18.4 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
339,186
shares
|
$17.6 Million
14.86% of portfolio
|
Q4 2024
Added 66.3%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
337,379
shares
|
$17.5 Million
5.69% of portfolio
|
Q4 2024
Added 12.61%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
333,605
shares
|
$17.3 Million
0.25% of portfolio
|
Q4 2024
Added 29.92%
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
330,869
shares
|
$17.1 Million
7.87% of portfolio
|
Q4 2024
Added 8.34%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
321,533
shares
|
$16.7 Million
2.31% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
299,711
shares
|
$15.5 Million
9.16% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
297,752
shares
|
$15.4 Million
0.13% of portfolio
|
Q4 2024
Reduced 12.26%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
297,301
shares
|
$15.4 Million
4.11% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
295,586
shares
|
$15.3 Million
1.04% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
254,800
shares
|
$13.2 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
252,743
shares
|
$13.1 Million
2.88% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
251,112
shares
|
$13 Million
9.93% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
250,192
shares
|
$13 Million
3.28% of portfolio
|
Q4 2024
Reduced 26.49%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
235,522
shares
|
$12.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
234,142
shares
|
$12.1 Million
0.55% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
231,669
shares
|
$12 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
228,109
shares
|
$11.8 Million
4.07% of portfolio
|
Q4 2024
Added 17.67%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
223,942
shares
|
$11.6 Million
1.79% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
223,788
shares
|
$11.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 71.53%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
216,173
shares
|
$11.2 Million
20.44% of portfolio
|
Q4 2023
Added 172.61%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
214,624
shares
|
$11.1 Million
1.98% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
209,303
shares
|
$10.8 Million
1.33% of portfolio
|
Q3 2024
Added 5.85%
|