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 690 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $6.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
693
shares
|
$39,826
0.01% of portfolio
|
Q3 2024
Reduced 35.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
691
shares
|
$39,711
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
685
shares
|
$39,366
0.01% of portfolio
|
Q2 2024
Added 13.22%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
605
shares
|
$34,769
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
592
shares
|
$34,022
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
570
shares
|
$32,757
0.0% of portfolio
|
Q1 2024
Reduced 29.82%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
570
shares
|
$32,757
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
550
shares
|
$31,608
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
528
shares
|
$30,344
0.0% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
517
shares
|
$29,711
0.02% of portfolio
|
Q3 2024
Reduced 86.56%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
511
shares
|
$29,367
0.0% of portfolio
|
Q3 2024
Reduced 94.01%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
509
shares
|
$29,252
0.0% of portfolio
|
Q4 2024
Added 154.5%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
500
shares
|
$28,735
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
500
shares
|
$28,735
0.0% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
491
shares
|
$28,217
0.0% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
433
shares
|
$24,884
0.01% of portfolio
|
Q4 2024
Reduced 83.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
417
shares
|
$23,964
0.0% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
400
shares
|
$22,988
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
400
shares
|
$22,988
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
341
shares
|
$19,597
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
328
shares
|
$18,850
0.0% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
322
shares
|
$18,505
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
314
shares
|
$18,045
0.0% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
300
shares
|
$17,241
0.01% of portfolio
|
Q4 2023
Added 20.0%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
290
shares
|
$16,666
0.0% of portfolio
|
Q1 2024
New holding
|