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 774 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $7.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,353
shares
|
$70,829
0.05% of portfolio
|
Q2 2024
Reduced 54.75%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,329
shares
|
$69,573
0.03% of portfolio
|
Q4 2024
Added 312.73%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,260
shares
|
$65,961
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,206
shares
|
$63,134
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,200
shares
|
$62,820
0.0% of portfolio
|
Q4 2024
Reduced 17.81%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1,182
shares
|
$61,877
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
1,166
shares
|
$61,040
0.0% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
1,115
shares
|
$58,370
0.02% of portfolio
|
Q4 2024
Added 13.78%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,099
shares
|
$57,532
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
1,095
shares
|
$57,323
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,056
shares
|
$55,281
0.01% of portfolio
|
Q3 2024
Added 115.51%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$52,350
0.02% of portfolio
|
Q1 2024
Reduced 17.01%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$52,350
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
940
shares
|
$49,209
0.02% of portfolio
|
Q4 2024
Added 27.03%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
938
shares
|
$49,104
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
934
shares
|
$48,894
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
930
shares
|
$48,685
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
908
shares
|
$47,533
0.01% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
805
shares
|
$42,141
0.04% of portfolio
|
Q3 2024
Added 250.0%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
796
shares
|
$41,670
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
785
shares
|
$41,094
0.01% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
774
shares
|
$40,518
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
723
shares
|
$37,849
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
722
shares
|
$37,796
0.02% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
717
shares
|
$37,534
0.0% of portfolio
|
Q4 2024
Added 25.79%
|