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 822 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $8.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
935,386
shares
|
$49.2 Million
0.99% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
925,047
shares
|
$48.7 Million
0.05% of portfolio
|
Q1 2025
Added 16.16%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
843,690
shares
|
$44.4 Million
0.22% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
835,765
shares
|
$44 Million
0.06% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
781,412
shares
|
$41.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 98.07%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
722,269
shares
|
$38 Million
0.15% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
719,523
shares
|
$37.9 Million
7.09% of portfolio
|
Q1 2025
Added 11.98%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
675,473
shares
|
$35.6 Million
0.06% of portfolio
|
Q1 2025
Added 31.1%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
608,159
shares
|
$32 Million
0.4% of portfolio
|
Q1 2025
Added 26.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
591,338
shares
|
$31.1 Million
0.1% of portfolio
|
Q1 2025
Reduced 43.4%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
587,634
shares
|
$30.9 Million
0.28% of portfolio
|
Q1 2025
Added 19.27%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
581,471
shares
|
$30.6 Million
0.08% of portfolio
|
Q1 2025
Added 31.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
569,139
shares
|
$30 Million
0.29% of portfolio
|
Q1 2025
Added 18.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
560,169
shares
|
$29.5 Million
0.06% of portfolio
|
Q1 2025
Added 20.33%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
558,428
shares
|
$29.4 Million
4.05% of portfolio
|
Q1 2025
Added 660.41%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
528,776
shares
|
$27.8 Million
0.91% of portfolio
|
Q1 2025
Added 43.9%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
528,572
shares
|
$27.8 Million
0.05% of portfolio
|
Q1 2025
Added 30.31%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
513,689
shares
|
$27 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
487,987
shares
|
$25.7 Million
0.0% of portfolio
|
Q1 2025
Added 118.06%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
485,351
shares
|
$25.5 Million
0.67% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
473,330
shares
|
$24.9 Million
0.02% of portfolio
|
Q1 2025
Added 103.47%
|
|
|
Hilltop Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
436,283
shares
|
$23 Million
12.77% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
424,148
shares
|
$22.3 Million
0.53% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
423,236
shares
|
$22.3 Million
0.01% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
415,327
shares
|
$21.9 Million
2.68% of portfolio
|
Q1 2025
Reduced 16.83%
|