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 |
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
72,726
shares
|
$3.72 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
72,708
shares
|
$3.71 Million
0.89% of portfolio
|
Q4 2024
Added 19.8%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
72,688
shares
|
$3.71 Million
0.83% of portfolio
|
Q4 2024
Added 65.85%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
72,521
shares
|
$3.71 Million
0.4% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
71,446
shares
|
$3.65 Million
0.75% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
70,974
shares
|
$3.63 Million
0.07% of portfolio
|
Q4 2024
Reduced 24.91%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
70,313
shares
|
$3.59 Million
0.36% of portfolio
|
Q1 2025
Added 23.16%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
69,690
shares
|
$3.56 Million
0.12% of portfolio
|
Q1 2025
Added 20.88%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
69,632
shares
|
$3.56 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
69,385
shares
|
$3.54 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
68,794
shares
|
$3.51 Million
0.31% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
68,238
shares
|
$3.49 Million
0.24% of portfolio
|
Q1 2025
Added 12.53%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
67,315
shares
|
$3.44 Million
0.74% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
66,640
shares
|
$3.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
66,281
shares
|
$3.39 Million
0.9% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
66,065
shares
|
$3.38 Million
0.27% of portfolio
|
Q1 2025
Added 104.83%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
63,411
shares
|
$3.24 Million
0.09% of portfolio
|
Q4 2024
Added 42.52%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
63,236
shares
|
$3.23 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
62,038
shares
|
$3.17 Million
0.04% of portfolio
|
Q1 2025
Added 168.55%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
61,977
shares
|
$3.17 Million
0.05% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
61,523
shares
|
$3.14 Million
0.23% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
61,169
shares
|
$3.13 Million
0.23% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
60,937
shares
|
$3.11 Million
0.11% of portfolio
|
Q1 2025
Reduced 84.45%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
60,604
shares
|
$3.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
60,315
shares
|
$3.08 Million
1.72% of portfolio
|
Q1 2025
Added 2.76%
|