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 |
|---|---|---|---|---|---|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
24,621
shares
|
$1.39 Million
0.75% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
24,264
shares
|
$1.37 Million
1.33% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
24,164
shares
|
$1.37 Million
0.49% of portfolio
|
Q2 2025
Added 39.64%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
24,156
shares
|
$1.37 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Caerus Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
23,454
shares
|
$1.33 Million
1.24% of portfolio
|
Q2 2025
Reduced 52.94%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
23,395
shares
|
$1.32 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
23,235
shares
|
$1.31 Million
0.28% of portfolio
|
Q2 2025
Added 60.1%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,185
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
22,994
shares
|
$1.3 Million
0.29% of portfolio
|
Q2 2025
Added 15.75%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
22,705
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Added 21.96%
|
|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
22,688
shares
|
$1.28 Million
0.84% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
22,434
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
22,210
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 25.89%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
21,863
shares
|
$1.24 Million
0.06% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
21,700
shares
|
$1.23 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
21,603
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
21,362
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
21,289
shares
|
$1.2 Million
0.83% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
21,279
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 196.61%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
21,003
shares
|
$1.19 Million
0.41% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
20,996
shares
|
$1.19 Million
0.33% of portfolio
|
Q2 2025
Added 17.42%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
20,974
shares
|
$1.19 Million
0.43% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
20,953
shares
|
$1.18 Million
0.53% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
20,831
shares
|
$1.18 Million
0.17% of portfolio
|
Q2 2025
Reduced 20.48%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
20,831
shares
|
$1.18 Million
0.17% of portfolio
|
Q2 2025
New holding
|