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 822 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $8.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
22,135,873
shares
|
$1.17 Billion
0.09% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
19,517,902
shares
|
$1.03 Billion
0.07% of portfolio
|
Q1 2025
Added 17.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
10,851,065
shares
|
$571 Million
0.23% of portfolio
|
Q1 2025
Added 21.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
9,603,531
shares
|
$505 Million
0.04% of portfolio
|
Q1 2025
Added 21.41%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
6,798,780
shares
|
$358 Million
0.08% of portfolio
|
Q1 2025
Added 19.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,818,537
shares
|
$201 Million
0.08% of portfolio
|
Q1 2025
Added 23.25%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,669,846
shares
|
$193 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,382,816
shares
|
$178 Million
0.06% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,259,412
shares
|
$172 Million
0.4% of portfolio
|
Q4 2024
Reduced 16.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,196,909
shares
|
$168 Million
0.05% of portfolio
|
Q1 2025
Added 58.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,080,536
shares
|
$162 Million
0.03% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
2,743,400
shares
|
$144 Million
0.2% of portfolio
|
Q1 2025
Added 32.16%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
2,530,980
shares
|
$133 Million
3.0% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,851,606
shares
|
$97.5 Million
0.55% of portfolio
|
Q1 2025
Added 78192.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,665,607
shares
|
$87.7 Million
0.12% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,586,218
shares
|
$83.5 Million
0.17% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,209,337
shares
|
$63.6 Million
0.13% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Requisite Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
1,158,366
shares
|
$61 Million
14.67% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,119,113
shares
|
$58.9 Million
0.19% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
1,084,435
shares
|
$57.1 Million
0.16% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,058,430
shares
|
$55.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,045,756
shares
|
$55 Million
0.34% of portfolio
|
Q1 2025
Reduced 44.29%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
1,013,022
shares
|
$53.3 Million
1.21% of portfolio
|
Q1 2025
Added 73.8%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
969,244
shares
|
$51 Million
0.31% of portfolio
|
Q1 2025
Added 574.36%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
936,210
shares
|
$49.3 Million
4.48% of portfolio
|
Q1 2025
Added 1.03%
|