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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
150,847
shares
|
$7.82 Million
0.15% of portfolio
|
Q4 2024
Added 78.37%
|
|
|
Mcia Inc
|
Feb 13, 2025 Q4 2024 |
146,527
shares
|
$7.59 Million
1.76% of portfolio
|
Q4 2024
Added 15.44%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
143,728
shares
|
$7.45 Million
0.05% of portfolio
|
Q4 2024
Added 12.82%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
141,580
shares
|
$7.34 Million
3.87% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
140,869
shares
|
$7.3 Million
0.12% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
137,091
shares
|
$7.1 Million
3.9% of portfolio
|
Q4 2024
Added 17.82%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
135,792
shares
|
$7.04 Million
5.53% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
135,664
shares
|
$7.03 Million
0.79% of portfolio
|
Q4 2024
Added 415.81%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
133,470
shares
|
$6.92 Million
0.33% of portfolio
|
Q4 2024
Added 20.58%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
130,368
shares
|
$6.75 Million
2.13% of portfolio
|
Q4 2024
Added 11.48%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
129,950
shares
|
$6.73 Million
1.74% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
129,388
shares
|
$6.7 Million
2.46% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
123,333
shares
|
$6.39 Million
2.38% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
119,804
shares
|
$6.21 Million
2.81% of portfolio
|
Q4 2024
Added 14.35%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
117,791
shares
|
$6.1 Million
0.1% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
117,626
shares
|
$6.09 Million
1.08% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
115,754
shares
|
$6 Million
2.95% of portfolio
|
Q4 2024
Added 23.2%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
115,351
shares
|
$5.98 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
115,172
shares
|
$5.97 Million
1.07% of portfolio
|
Q4 2024
Added 31.23%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
114,286
shares
|
$5.92 Million
1.97% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
113,605
shares
|
$5.89 Million
0.26% of portfolio
|
Q4 2024
Added 18.93%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
113,134
shares
|
$5.86 Million
0.3% of portfolio
|
Q4 2024
Added 29.56%
|
|
|
Rwq Financial Management Services, Inc.
|
Feb 11, 2025 Q4 2024 |
111,212
shares
|
$5.76 Million
2.54% of portfolio
|
Q4 2024
Added 13.78%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
111,007
shares
|
$5.75 Million
0.14% of portfolio
|
Q4 2024
Added 282.15%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jan 24, 2025 Q4 2024 |
108,835
shares
|
$5.64 Million
3.3% of portfolio
|
Q4 2024
Reduced 3.74%
|