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 822 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $8.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
24,650
shares
|
$1.3 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
24,372
shares
|
$1.28 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
24,223
shares
|
$1.27 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
24,142
shares
|
$1.27 Million
1.36% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
23,557
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Added 58.38%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
23,546
shares
|
$1.24 Million
0.36% of portfolio
|
Q1 2025
Added 31.62%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
23,477
shares
|
$1.24 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
23,395
shares
|
$1.23 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
23,296
shares
|
$1.23 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
23,262
shares
|
$1.22 Million
0.87% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,185
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
22,932
shares
|
$1.21 Million
0.08% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
22,634
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Added 19.79%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
22,466
shares
|
$1.18 Million
0.86% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
22,372
shares
|
$1.18 Million
0.09% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
22,247
shares
|
$1.17 Million
0.34% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
22,164
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
21,856
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
21,632
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
21,603
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
21,289
shares
|
$1.12 Million
0.83% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
21,159
shares
|
$1.11 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
20,725
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
20,620
shares
|
$1.09 Million
0.53% of portfolio
|
Q1 2025
Reduced 27.28%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
20,494
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2025
New holding
|