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 $7.1 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 |
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
107,870
shares
|
$5.59 Million
1.89% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 29, 2025 Q4 2024 |
105,098
shares
|
$5.45 Million
5.43% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
104,178
shares
|
$5.4 Million
0.02% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
104,024
shares
|
$5.39 Million
1.29% of portfolio
|
Q4 2024
Reduced 73.69%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
103,813
shares
|
$5.38 Million
0.12% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
103,125
shares
|
$5.34 Million
0.43% of portfolio
|
Q4 2024
Added 32.33%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
102,479
shares
|
$5.31 Million
1.55% of portfolio
|
Q4 2024
Added 15.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
102,253
shares
|
$5.3 Million
0.21% of portfolio
|
Q4 2024
Added 80.81%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
96,779
shares
|
$5.01 Million
0.01% of portfolio
|
Q3 2023
Reduced 10.77%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
96,472
shares
|
$5 Million
1.02% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
95,752
shares
|
$4.96 Million
0.77% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
93,621
shares
|
$4.85 Million
5.73% of portfolio
|
Q4 2024
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
91,786
shares
|
$4.76 Million
1.5% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
91,555
shares
|
$4.74 Million
1.19% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
91,132
shares
|
$4.72 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
90,355
shares
|
$4.68 Million
2.31% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
89,717
shares
|
$4.65 Million
1.11% of portfolio
|
Q4 2024
Reduced 18.83%
|
|
|
Tiptree Advisors, LLC
New York, NY |
Feb 27, 2025 Q4 2024 |
89,350
shares
|
$4.63 Million
5.22% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
89,302
shares
|
$4.63 Million
0.06% of portfolio
|
Q4 2024
Added 25.76%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
89,222
shares
|
$4.62 Million
0.18% of portfolio
|
Q4 2024
Added 15.47%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
88,701
shares
|
$4.6 Million
0.14% of portfolio
|
Q4 2024
Added 32.95%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
88,046
shares
|
$4.56 Million
0.12% of portfolio
|
Q1 2024
Added 49.61%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
87,775
shares
|
$4.55 Million
3.23% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
87,086
shares
|
$4.51 Million
2.92% of portfolio
|
Q4 2024
Added 74.98%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
86,843
shares
|
$4.5 Million
1.66% of portfolio
|
Q4 2024
Added 0.07%
|