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 792 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $7.06 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 |
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
89,302
shares
|
$4.56 Million
0.06% of portfolio
|
Q4 2024
Added 25.76%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
89,222
shares
|
$4.56 Million
0.18% of portfolio
|
Q4 2024
Added 15.47%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 11, 2025 Q1 2025 |
88,882
shares
|
$4.54 Million
2.92% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
88,046
shares
|
$4.5 Million
0.12% of portfolio
|
Q1 2024
Added 49.61%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
86,911
shares
|
$4.44 Million
1.33% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
86,843
shares
|
$4.44 Million
1.66% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
86,470
shares
|
$4.42 Million
1.46% of portfolio
|
Q4 2024
Added 14.31%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
86,400
shares
|
$4.41 Million
3.3% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Apr 14, 2025 Q1 2025 |
86,163
shares
|
$4.4 Million
3.59% of portfolio
|
Q1 2025
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
85,981
shares
|
$4.39 Million
0.64% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
85,762
shares
|
$4.38 Million
0.76% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
85,506
shares
|
$4.37 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
84,820
shares
|
$4.33 Million
2.18% of portfolio
|
Q1 2025
Added 16.76%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
83,174
shares
|
$4.25 Million
0.08% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
83,160
shares
|
$4.25 Million
0.29% of portfolio
|
Q4 2024
Added 26.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
82,257
shares
|
$4.2 Million
0.0% of portfolio
|
Q4 2024
Added 248.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
81,105
shares
|
$4.14 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
80,696
shares
|
$4.12 Million
0.01% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Forefront Wealth Management Inc.
|
Apr 17, 2025 Q1 2025 |
80,631
shares
|
$4.12 Million
4.34% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
79,146
shares
|
$4.04 Million
1.18% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
78,848
shares
|
$4.03 Million
0.99% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
78,250
shares
|
$4 Million
2.43% of portfolio
|
Q1 2025
Added 41.48%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
77,843
shares
|
$3.98 Million
1.88% of portfolio
|
Q4 2024
Added 93.22%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
76,283
shares
|
$3.9 Million
3.3% of portfolio
|
Q1 2025
Added 6225.29%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
75,260
shares
|
$3.85 Million
0.29% of portfolio
|
Q4 2024
Reduced 69.81%
|