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 |
|---|---|---|---|---|---|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
16,232
shares
|
$917,757
0.38% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
16,187
shares
|
$915,212
0.04% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
16,118
shares
|
$911,311
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
16,100
shares
|
$910,294
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
16,094
shares
|
$909,954
0.04% of portfolio
|
Q2 2025
Reduced 91.15%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,064
shares
|
$908,258
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
15,936
shares
|
$901,021
0.0% of portfolio
|
Q2 2025
Added 15.51%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
15,923
shares
|
$900,286
0.08% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,813
shares
|
$894,067
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
15,812
shares
|
$894,010
0.04% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
15,770
shares
|
$891,635
0.03% of portfolio
|
Q2 2025
Added 294.25%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
15,764
shares
|
$891,296
0.54% of portfolio
|
Q2 2025
Added 43.05%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
15,650
shares
|
$884,851
0.78% of portfolio
|
Q2 2025
Reduced 16.65%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
15,638
shares
|
$884,172
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
15,536
shares
|
$878,405
0.7% of portfolio
|
Q2 2025
Added 24.68%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
15,340
shares
|
$867,323
0.01% of portfolio
|
Q2 2025
Reduced 30.79%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
15,271
shares
|
$863,422
0.01% of portfolio
|
Q2 2025
Added 9.41%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
15,174
shares
|
$857,937
0.03% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
15,146
shares
|
$856,354
0.2% of portfolio
|
Q4 2023
Added 96.17%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
15,087
shares
|
$853,018
0.07% of portfolio
|
Q2 2025
Added 19.67%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
15,048
shares
|
$850,813
0.04% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
15,039
shares
|
$850,305
0.02% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
15,000
shares
|
$848,100
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
14,840
shares
|
$839,053
0.56% of portfolio
|
Q2 2025
Added 28.11%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
14,840
shares
|
$839,053
0.32% of portfolio
|
Q2 2025
Added 243.44%
|