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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
20,762
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
20,563
shares
|
$1.16 Million
0.31% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
20,547
shares
|
$1.16 Million
0.11% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
20,494
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
20,278
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Added 33.52%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
20,148
shares
|
$1.14 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
19,882
shares
|
$1.12 Million
0.84% of portfolio
|
Q4 2024
Reduced 72.8%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
19,862
shares
|
$1.12 Million
0.05% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
19,730
shares
|
$1.12 Million
0.16% of portfolio
|
Q2 2025
Reduced 51.68%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
19,525
shares
|
$1.1 Million
0.05% of portfolio
|
Q1 2025
Added 44.52%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
19,524
shares
|
$1.1 Million
0.33% of portfolio
|
Q2 2025
Added 18.6%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
19,418
shares
|
$1.1 Million
0.13% of portfolio
|
Q2 2025
Added 58.7%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
19,348
shares
|
$1.09 Million
0.14% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
19,300
shares
|
$1.09 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
19,299
shares
|
$1.09 Million
0.45% of portfolio
|
Q2 2025
Added 20.23%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
19,218
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
19,178
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Added 27.74%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
18,872
shares
|
$1.07 Million
0.13% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
18,864
shares
|
$1.07 Million
0.07% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
18,738
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
18,647
shares
|
$1.05 Million
0.33% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
18,590
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Aug 11, 2025 Q2 2025 |
18,509
shares
|
$1.05 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
18,449
shares
|
$1.04 Million
0.48% of portfolio
|
Q2 2025
Reduced 43.67%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
18,393
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2025
Added 16.21%
|