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 |
|---|---|---|---|---|---|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
38,550
shares
|
$2.18 Million
0.66% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
38,441
shares
|
$2.17 Million
0.0% of portfolio
|
Q2 2025
Added 119.73%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
38,395
shares
|
$2.17 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
38,104
shares
|
$2.15 Million
0.16% of portfolio
|
Q2 2025
Reduced 13.61%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
38,074
shares
|
$2.15 Million
1.64% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
38,025
shares
|
$2.15 Million
0.05% of portfolio
|
Q2 2025
Reduced 20.26%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
37,649
shares
|
$2.13 Million
0.08% of portfolio
|
Q2 2025
Added 161.56%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
37,317
shares
|
$2.11 Million
0.32% of portfolio
|
Q2 2025
Added 354.64%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Jul 31, 2025 Q2 2025 |
37,000
shares
|
$2.09 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
36,770
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
36,606
shares
|
$2.07 Million
1.64% of portfolio
|
Q1 2025
Added 17.21%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
36,492
shares
|
$2.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Marks Wealth, LLC
|
Jul 18, 2025 Q2 2025 |
36,204
shares
|
$2.05 Million
0.64% of portfolio
|
Q2 2025
Added 45.01%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
35,974
shares
|
$2.03 Million
0.97% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
35,974
shares
|
$2.03 Million
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
35,696
shares
|
$2.02 Million
1.58% of portfolio
|
Q2 2025
Added 12.64%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
35,665
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
35,513
shares
|
$2.01 Million
1.11% of portfolio
|
Q2 2025
Added 26.44%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
34,785
shares
|
$1.97 Million
0.25% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
34,730
shares
|
$1.96 Million
0.48% of portfolio
|
Q2 2025
Added 369.51%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
34,613
shares
|
$1.96 Million
0.03% of portfolio
|
Q2 2025
Added 46.93%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
34,588
shares
|
$1.96 Million
0.01% of portfolio
|
Q2 2025
Added 23.89%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
34,451
shares
|
$1.95 Million
0.87% of portfolio
|
Q2 2025
Added 24.58%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
34,441
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
34,089
shares
|
$1.93 Million
0.06% of portfolio
|
Q2 2025
Added 26.32%
|