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 $8.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
53,528
shares
|
$2.82 Million
0.61% of portfolio
|
Q1 2025
Reduced 26.38%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
52,785
shares
|
$2.78 Million
0.66% of portfolio
|
Q1 2025
Added 62.14%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
52,697
shares
|
$2.77 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
52,472
shares
|
$2.76 Million
0.27% of portfolio
|
Q1 2025
Added 497.84%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
52,098
shares
|
$2.74 Million
0.8% of portfolio
|
Q1 2025
Added 32.92%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
51,548
shares
|
$2.71 Million
0.04% of portfolio
|
Q1 2025
Added 126.41%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
51,498
shares
|
$2.71 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
51,162
shares
|
$2.69 Million
0.74% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
51,134
shares
|
$2.69 Million
1.32% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
51,054
shares
|
$2.69 Million
1.17% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Caerus Investment Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
49,837
shares
|
$2.62 Million
2.5% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
49,335
shares
|
$2.6 Million
1.25% of portfolio
|
Q1 2025
Added 19.29%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
48,797
shares
|
$2.57 Million
0.81% of portfolio
|
Q1 2025
Added 15.77%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
48,250
shares
|
$2.54 Million
0.01% of portfolio
|
Q1 2025
Added 73.99%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
48,188
shares
|
$2.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
47,687
shares
|
$2.51 Million
0.08% of portfolio
|
Q4 2024
Added 13.11%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
47,552
shares
|
$2.5 Million
1.45% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
47,463
shares
|
$2.5 Million
2.68% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
47,189
shares
|
$2.48 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
46,344
shares
|
$2.44 Million
0.33% of portfolio
|
Q1 2025
Added 18.68%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Apr 25, 2025 Q1 2025 |
46,298
shares
|
$2.44 Million
1.17% of portfolio
|
Q1 2025
Reduced 46.58%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
46,189
shares
|
$2.43 Million
0.46% of portfolio
|
Q1 2025
Added 31.79%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
45,405
shares
|
$2.39 Million
1.22% of portfolio
|
Q1 2025
New holding
|
|
|
Concorde Financial Corp
Dallas, TX |
May 14, 2025 Q1 2025 |
44,964
shares
|
$2.37 Million
1.37% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
44,953
shares
|
$2.37 Million
0.22% of portfolio
|
Q1 2025
Added 120.0%
|