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 |
|---|---|---|---|---|---|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
42,492
shares
|
$2.4 Million
0.23% of portfolio
|
Q2 2025
Added 260.8%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
42,398
shares
|
$2.4 Million
1.78% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
42,324
shares
|
$2.39 Million
0.02% of portfolio
|
Q2 2025
Added 55.25%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
42,148
shares
|
$2.38 Million
0.33% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
41,928
shares
|
$2.37 Million
0.12% of portfolio
|
Q2 2025
Reduced 53.37%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
41,768
shares
|
$2.36 Million
0.79% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
41,628
shares
|
$2.35 Million
0.09% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Aug 13, 2025 Q2 2025 |
41,274
shares
|
$2.33 Million
1.78% of portfolio
|
Q2 2025
Added 302.87%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
41,039
shares
|
$2.32 Million
0.79% of portfolio
|
Q2 2025
Added 20.51%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
40,790
shares
|
$2.31 Million
0.8% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
40,364
shares
|
$2.28 Million
1.08% of portfolio
|
Q2 2025
Reduced 74.25%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
40,197
shares
|
$2.27 Million
0.17% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
40,183
shares
|
$2.27 Million
0.5% of portfolio
|
Q2 2025
Added 27.79%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
40,182
shares
|
$2.27 Million
1.25% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
40,167
shares
|
$2.27 Million
1.76% of portfolio
|
Q2 2025
Added 133.1%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
39,838
shares
|
$2.25 Million
0.78% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
39,837
shares
|
$2.25 Million
0.09% of portfolio
|
Q2 2025
Added 35.56%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
39,801
shares
|
$2.25 Million
1.19% of portfolio
|
Q2 2025
Added 1285.35%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
39,521
shares
|
$2.23 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
39,208
shares
|
$2.22 Million
0.16% of portfolio
|
Q2 2025
Added 21.21%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
38,986
shares
|
$2.2 Million
2.21% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Clarity Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
38,912
shares
|
$2.2 Million
0.53% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
38,860
shares
|
$2.2 Million
0.82% of portfolio
|
Q2 2025
Reduced 58.61%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
38,852
shares
|
$2.2 Million
1.65% of portfolio
|
Q2 2025
Reduced 12.88%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Aug 11, 2025 Q2 2025 |
38,666
shares
|
$2.19 Million
1.34% of portfolio
|
Q2 2025
Added 0.56%
|