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 |
|---|---|---|---|---|---|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
33,820
shares
|
$1.91 Million
0.68% of portfolio
|
Q2 2025
Added 22.91%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
33,598
shares
|
$1.9 Million
0.03% of portfolio
|
Q2 2025
Added 162.38%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
33,341
shares
|
$1.89 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
33,277
shares
|
$1.88 Million
0.4% of portfolio
|
Q2 2025
Added 17.58%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
33,256
shares
|
$1.88 Million
0.41% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
33,096
shares
|
$1.87 Million
0.06% of portfolio
|
Q2 2025
Reduced 39.45%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
32,950
shares
|
$1.86 Million
1.07% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
32,442
shares
|
$1.83 Million
0.31% of portfolio
|
Q2 2025
Added 14.03%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
32,385
shares
|
$1.83 Million
0.15% of portfolio
|
Q2 2025
Reduced 20.15%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
31,958
shares
|
$1.81 Million
0.15% of portfolio
|
Q2 2025
Reduced 18.63%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
31,816
shares
|
$1.8 Million
1.19% of portfolio
|
Q2 2025
Added 20.76%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
31,674
shares
|
$1.79 Million
0.07% of portfolio
|
Q2 2025
Added 79.23%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
31,538
shares
|
$1.78 Million
0.13% of portfolio
|
Q2 2025
Added 49.05%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
31,363
shares
|
$1.77 Million
0.07% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
31,178
shares
|
$1.76 Million
0.1% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
31,125
shares
|
$1.76 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
30,942
shares
|
$1.75 Million
1.53% of portfolio
|
Q2 2025
Reduced 46.09%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
30,885
shares
|
$1.75 Million
0.48% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
30,687
shares
|
$1.74 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
30,627
shares
|
$1.73 Million
0.05% of portfolio
|
Q2 2025
Added 19.06%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Aug 05, 2025 Q2 2025 |
30,528
shares
|
$1.73 Million
1.94% of portfolio
|
Q2 2025
Reduced 23.96%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
30,391
shares
|
$1.72 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
30,226
shares
|
$1.71 Million
0.45% of portfolio
|
Q2 2025
Added 22.24%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
30,072
shares
|
$1.7 Million
0.18% of portfolio
|
Q4 2024
Added 11.54%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
29,742
shares
|
$1.68 Million
0.08% of portfolio
|
Q2 2025
Added 0.61%
|