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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
29,685
shares
|
$1.68 Million
0.09% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
29,528
shares
|
$1.67 Million
1.09% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
29,342
shares
|
$1.66 Million
0.71% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
29,328
shares
|
$1.66 Million
0.18% of portfolio
|
Q2 2025
Added 179.26%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
29,197
shares
|
$1.65 Million
0.39% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
28,454
shares
|
$1.61 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
28,386
shares
|
$1.6 Million
0.12% of portfolio
|
Q2 2025
Added 20.91%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
28,367
shares
|
$1.6 Million
0.65% of portfolio
|
Q2 2025
Added 51.15%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
28,201
shares
|
$1.59 Million
0.22% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
28,011
shares
|
$1.58 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
27,940
shares
|
$1.58 Million
0.23% of portfolio
|
Q2 2025
Reduced 34.73%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
27,900
shares
|
$1.58 Million
0.13% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
27,885
shares
|
$1.58 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
27,509
shares
|
$1.56 Million
0.37% of portfolio
|
Q2 2025
Added 273.56%
|
|
|
Ncp Inc.
La Quinta, CA |
Aug 14, 2025 Q2 2025 |
26,755
shares
|
$1.51 Million
1.37% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
26,556
shares
|
$1.5 Million
0.15% of portfolio
|
Q2 2025
Added 61.21%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
26,424
shares
|
$1.49 Million
0.25% of portfolio
|
Q2 2025
Added 37.38%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
26,372
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2025
Added 31.1%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
26,224
shares
|
$1.48 Million
0.13% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
25,946
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2025
Added 38.99%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
25,943
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
25,766
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 51.11%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
25,409
shares
|
$1.44 Million
0.68% of portfolio
|
Q2 2025
Reduced 25.88%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
25,310
shares
|
$1.43 Million
0.03% of portfolio
|
Q2 2025
Added 133.81%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
24,801
shares
|
$1.4 Million
0.06% of portfolio
|
Q2 2025
Added 39.84%
|