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 851 institutions that hold shares in the stock, with a total of 251 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
54,595
shares
|
$3.09 Million
1.26% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
53,937
shares
|
$3.05 Million
1.31% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
53,309
shares
|
$3.01 Million
1.15% of portfolio
|
Q2 2025
Added 17.41%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
52,613
shares
|
$2.97 Million
0.21% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
52,098
shares
|
$2.95 Million
0.8% of portfolio
|
Q1 2025
Added 32.92%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
51,902
shares
|
$2.93 Million
0.48% of portfolio
|
Q2 2025
Added 75.89%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
51,177
shares
|
$2.89 Million
1.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
50,802
shares
|
$2.87 Million
0.15% of portfolio
|
Q2 2025
Reduced 26.5%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
50,650
shares
|
$2.86 Million
0.09% of portfolio
|
Q2 2025
Reduced 16.88%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
50,236
shares
|
$2.84 Million
0.59% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
49,919
shares
|
$2.82 Million
0.42% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
49,185
shares
|
$2.78 Million
0.51% of portfolio
|
Q2 2025
Added 21.47%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
48,821
shares
|
$2.76 Million
1.63% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
48,796
shares
|
$2.76 Million
0.01% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
47,863
shares
|
$2.71 Million
2.64% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
47,785
shares
|
$2.7 Million
0.11% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
47,552
shares
|
$2.69 Million
1.45% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
46,330
shares
|
$2.62 Million
0.33% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
45,890
shares
|
$2.59 Million
1.19% of portfolio
|
Q2 2025
Added 61.66%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
44,930
shares
|
$2.54 Million
1.3% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
44,351
shares
|
$2.51 Million
0.33% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Concorde Financial Corp
Dallas, TX |
Aug 14, 2025 Q2 2025 |
44,315
shares
|
$2.51 Million
1.54% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
44,056
shares
|
$2.49 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
43,388
shares
|
$2.45 Million
1.1% of portfolio
|
Q2 2025
Reduced 28.06%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
42,583
shares
|
$2.41 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.17%
|