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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
963,763
shares
|
$54.5 Million
0.28% of portfolio
|
Q2 2025
Added 14.23%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
956,848
shares
|
$54.1 Million
0.96% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
904,300
shares
|
$51.1 Million
0.04% of portfolio
|
Q2 2025
Added 91.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
899,076
shares
|
$50.8 Million
0.06% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
849,349
shares
|
$48 Million
8.83% of portfolio
|
Q2 2025
Added 18.04%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
774,032
shares
|
$43.8 Million
0.88% of portfolio
|
Q2 2025
Reduced 23.59%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
705,084
shares
|
$39.9 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
702,445
shares
|
$39.7 Million
0.01% of portfolio
|
Q2 2025
Added 65.97%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
683,996
shares
|
$38.7 Million
1.07% of portfolio
|
Q2 2025
Added 29.35%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
639,032
shares
|
$36.1 Million
0.06% of portfolio
|
Q2 2025
Added 14.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
633,262
shares
|
$35.8 Million
0.3% of portfolio
|
Q2 2025
Added 11.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
628,401
shares
|
$35.5 Million
0.1% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
605,657
shares
|
$34.2 Million
0.08% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
585,233
shares
|
$33.1 Million
0.76% of portfolio
|
Q2 2025
Added 20.58%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
574,739
shares
|
$32.5 Million
0.05% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
549,804
shares
|
$31.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
543,050
shares
|
$30.7 Million
0.83% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
537,143
shares
|
$30.4 Million
0.24% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
488,640
shares
|
$27.6 Million
0.65% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
475,953
shares
|
$26.9 Million
0.14% of portfolio
|
Q2 2025
Added 61.79%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
465,775
shares
|
$26.3 Million
14.24% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
458,264
shares
|
$25.9 Million
0.32% of portfolio
|
Q2 2025
Added 21.67%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
452,088
shares
|
$25.6 Million
0.42% of portfolio
|
Q2 2025
Added 4392.58%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
451,024
shares
|
$25.5 Million
3.17% of portfolio
|
Q2 2025
Reduced 19.23%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
450,808
shares
|
$25.5 Million
2.32% of portfolio
|
Q2 2025
Added 541.14%
|