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 |
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
60,136
shares
|
$3.07 Million
0.32% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
60,072
shares
|
$3.07 Million
2.24% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
59,971
shares
|
$3.06 Million
0.18% of portfolio
|
Q4 2024
Added 48.84%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
59,965
shares
|
$3.06 Million
0.05% of portfolio
|
Q1 2025
Reduced 19.37%
|
|
|
Herbst Group, LLC
Westport, CT |
Apr 11, 2025 Q1 2025 |
59,696
shares
|
$3.05 Million
2.33% of portfolio
|
Q1 2025
Added 423.65%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
59,320
shares
|
$3.03 Million
0.81% of portfolio
|
Q1 2025
Added 33.62%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
59,073
shares
|
$3.02 Million
0.48% of portfolio
|
Q1 2025
Added 181.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
58,947
shares
|
$3.01 Million
0.12% of portfolio
|
Q1 2025
Added 33.08%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
58,497
shares
|
$2.99 Million
0.24% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
57,897
shares
|
$2.96 Million
0.11% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
57,399
shares
|
$2.93 Million
1.5% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
56,804
shares
|
$2.9 Million
0.45% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
56,457
shares
|
$2.88 Million
0.21% of portfolio
|
Q4 2024
Added 330.41%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
55,661
shares
|
$2.84 Million
0.09% of portfolio
|
Q1 2025
Added 42.88%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
55,095
shares
|
$2.81 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
54,933
shares
|
$2.81 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
54,920
shares
|
$2.81 Million
0.02% of portfolio
|
Q1 2025
Added 46.89%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
54,779
shares
|
$2.8 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
53,827
shares
|
$2.75 Million
0.03% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
53,803
shares
|
$2.75 Million
1.69% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
53,576
shares
|
$2.74 Million
0.37% of portfolio
|
Q4 2024
Added 17.76%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
53,281
shares
|
$2.72 Million
0.03% of portfolio
|
Q4 2024
Added 12.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
52,985
shares
|
$2.71 Million
0.09% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
52,472
shares
|
$2.68 Million
0.27% of portfolio
|
Q1 2025
Added 497.84%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
51,897
shares
|
$2.65 Million
0.01% of portfolio
|
Q4 2024
Added 32.23%
|