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 797 institutions that hold shares in the stock, with a total of 144 Million shares, which have been reported (via 13F filing form) to have a value of $7.37 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 |
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
216,173
shares
|
$11.1 Million
20.44% of portfolio
|
Q4 2023
Added 172.61%
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
214,689
shares
|
$11 Million
0.03% of portfolio
|
Q1 2025
Added 39.74%
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
208,738
shares
|
$10.7 Million
1.91% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
198,576
shares
|
$10.2 Million
1.06% of portfolio
|
Q4 2024
Added 24.94%
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
198,430
shares
|
$10.2 Million
5.39% of portfolio
|
Q1 2024
Added 8.52%
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
192,548
shares
|
$9.89 Million
3.4% of portfolio
|
Q4 2024
Added 3.07%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
191,459
shares
|
$9.83 Million
0.17% of portfolio
|
Q4 2024
Added 0.81%
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
187,210
shares
|
$9.61 Million
0.13% of portfolio
|
Q4 2024
Added 67.31%
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
184,019
shares
|
$9.45 Million
2.16% of portfolio
|
Q1 2025
Added 3.69%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
183,948
shares
|
$9.44 Million
0.31% of portfolio
|
Q1 2025
Added 59.47%
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
183,286
shares
|
$9.41 Million
0.32% of portfolio
|
Q4 2024
Added 152.71%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
182,300
shares
|
$9.36 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
181,891
shares
|
$9.34 Million
0.35% of portfolio
|
Q4 2024
Reduced 21.53%
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
181,391
shares
|
$9.31 Million
2.12% of portfolio
|
Q1 2025
Added 23.79%
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
179,938
shares
|
$9.24 Million
0.16% of portfolio
|
Q1 2025
Added 19.29%
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
179,483
shares
|
$9.21 Million
2.77% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
177,959
shares
|
$9.14 Million
3.09% of portfolio
|
Q1 2025
Added 2.9%
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
176,283
shares
|
$9.05 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
175,290
shares
|
$9 Million
0.42% of portfolio
|
Q4 2024
Added 36.31%
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
174,558
shares
|
$8.96 Million
0.59% of portfolio
|
Q4 2024
Added 10.55%
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
172,137
shares
|
$8.84 Million
0.23% of portfolio
|
Q4 2024
Added 22.54%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
167,898
shares
|
$8.62 Million
0.35% of portfolio
|
Q1 2025
Added 4.85%
|
|
Lighthouse Financial LLC
Largo, FL |
Mar 11, 2025 Q4 2024 |
164,355
shares
|
$8.44 Million
7.53% of portfolio
|
Q4 2024
New holding
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
159,819
shares
|
$8.21 Million
1.18% of portfolio
|
Q2 2023
Added 141.65%
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
159,535
shares
|
$8.19 Million
2.45% of portfolio
|
Q1 2025
Reduced 0.03%
|