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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
18,187
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
18,100
shares
|
$1.02 Million
0.17% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,022
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 27.29%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
17,919
shares
|
$1.01 Million
0.61% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
17,847
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 47.32%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
17,827
shares
|
$1.01 Million
0.21% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
17,784
shares
|
$1.01 Million
0.22% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
17,640
shares
|
$997,365
0.29% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
17,617
shares
|
$996,065
0.66% of portfolio
|
Q2 2025
Added 22.95%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
17,380
shares
|
$982,665
0.13% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
17,142
shares
|
$969,208
0.06% of portfolio
|
Q2 2025
Added 23.37%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
17,118
shares
|
$967,851
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
17,100
shares
|
$966,834
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
17,096
shares
|
$966,607
0.13% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
17,041
shares
|
$963,498
0.73% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
16,917
shares
|
$956,487
0.49% of portfolio
|
Q1 2025
Reduced 27.9%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
16,897
shares
|
$955,356
0.67% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
16,897
shares
|
$955,356
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
16,839
shares
|
$952,077
0.12% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
16,578
shares
|
$937,320
0.45% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
16,354
shares
|
$924,655
0.05% of portfolio
|
Q2 2025
Reduced 16.65%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
16,336
shares
|
$923,637
0.46% of portfolio
|
Q2 2025
Added 27.94%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
16,304
shares
|
$921,828
0.83% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
16,297
shares
|
$921,432
0.01% of portfolio
|
Q2 2025
Added 28.6%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
16,289
shares
|
$920,980
0.65% of portfolio
|
Q1 2025
Added 159.09%
|