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 780 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
4,630
shares
|
$225,666
0.03% of portfolio
|
Q3 2024
Added 27.55%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Feb 03, 2025 Q4 2024 |
4,625
shares
|
$225,422
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
4,612
shares
|
$224,788
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
4,589
shares
|
$223,667
0.17% of portfolio
|
Q4 2024
Added 31.94%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
4,556
shares
|
$222,059
0.1% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
4,550
shares
|
$221,767
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
4,545
shares
|
$221,523
0.01% of portfolio
|
Q1 2025
Reduced 66.26%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
4,500
shares
|
$219,330
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
4,488
shares
|
$218,745
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
4,471
shares
|
$217,916
0.0% of portfolio
|
Q4 2024
Added 10.75%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,376
shares
|
$213,286
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
4,340
shares
|
$211,531
0.02% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
4,321
shares
|
$210,605
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
4,311
shares
|
$210,118
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
4,300
shares
|
$209,582
0.02% of portfolio
|
Q1 2024
Reduced 21.82%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,281
shares
|
$208,655
0.0% of portfolio
|
Q4 2024
Reduced 27.65%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
4,266
shares
|
$207,924
0.01% of portfolio
|
Q1 2025
Added 37.84%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,266
shares
|
$207,924
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
4,253
shares
|
$207,291
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,250
shares
|
$207,145
0.01% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
4,240
shares
|
$206,657
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,233
shares
|
$206,316
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
4,233
shares
|
$206,316
0.01% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
4,231
shares
|
$206,218
0.1% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
4,222
shares
|
$205,780
0.13% of portfolio
|
Q4 2024
Added 2.83%
|