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 813 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $7.72 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 |
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
110
shares
|
$5,647
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
102
shares
|
$5,236
0.0% of portfolio
|
Q1 2025
Added 168.42%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
100
shares
|
$5,134
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
100
shares
|
$5,134
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
100
shares
|
$5,134
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
100
shares
|
$5,134
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$5,134
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
95
shares
|
$4,877
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
94
shares
|
$4,825
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
90
shares
|
$4,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
85
shares
|
$4,363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
84
shares
|
$4,312
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
82
shares
|
$4,209
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
78
shares
|
$4,004
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
72
shares
|
$3,696
0.0% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 14, 2025 Q4 2024 |
49
shares
|
$2,515
0.0% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
46
shares
|
$2,361
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
35
shares
|
$1,796
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
34
shares
|
$1,745
0.0% of portfolio
|
Q4 2024
Reduced 77.48%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
20
shares
|
$1,026
0.0% of portfolio
|
Q1 2025
Reduced 78.49%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
18
shares
|
$924
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
12
shares
|
$616
0.0% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
11
shares
|
$564
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
9
shares
|
$462
0.0% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
4
shares
|
$205
0.0% of portfolio
|
Q4 2024
New holding
|