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 |
|---|---|---|---|---|---|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
14,824
shares
|
$838,148
0.07% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
14,811
shares
|
$837,413
0.49% of portfolio
|
Q2 2025
Added 57.6%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
14,651
shares
|
$828,367
0.58% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
14,572
shares
|
$823,900
0.06% of portfolio
|
Q3 2023
Added 3.44%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
14,527
shares
|
$821,356
0.18% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
14,509
shares
|
$820,338
0.52% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
14,416
shares
|
$815,080
0.16% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
14,371
shares
|
$812,536
0.2% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
14,300
shares
|
$808,522
0.06% of portfolio
|
Q2 2025
Reduced 29.17%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
14,205
shares
|
$803,150
0.08% of portfolio
|
Q2 2025
Added 131.31%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
14,177
shares
|
$801,567
0.01% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
14,086
shares
|
$796,422
0.48% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
13,999
shares
|
$791,503
0.2% of portfolio
|
Q2 2025
Reduced 37.07%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
13,686
shares
|
$773,806
0.16% of portfolio
|
Q2 2025
Reduced 22.34%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
13,678
shares
|
$773,354
0.06% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
13,616
shares
|
$769,848
0.18% of portfolio
|
Q2 2025
Reduced 12.19%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
13,580
shares
|
$767,813
0.45% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
13,514
shares
|
$764,081
0.46% of portfolio
|
Q1 2025
Added 50.89%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
13,470
shares
|
$761,593
0.07% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
13,464
shares
|
$761,254
0.08% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
13,447
shares
|
$760,293
0.02% of portfolio
|
Q2 2025
Reduced 38.47%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
13,447
shares
|
$760,293
0.21% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
13,372
shares
|
$756,052
0.47% of portfolio
|
Q2 2025
Added 52.21%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
13,354
shares
|
$755,035
0.05% of portfolio
|
Q2 2025
Added 44.98%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
13,322
shares
|
$753,225
0.05% of portfolio
|
Q2 2025
Added 57.38%
|