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 817 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
12,673
shares
|
$681,934
0.01% of portfolio
|
Q1 2025
Reduced 79.72%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
12,673
shares
|
$681,934
0.3% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
12,659
shares
|
$681,180
0.21% of portfolio
|
Q2 2025
Added 18.59%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
12,607
shares
|
$678,382
0.07% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
12,532
shares
|
$674,346
0.25% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
12,486
shares
|
$671,871
0.39% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
12,461
shares
|
$670,526
0.59% of portfolio
|
Q1 2025
Added 45.59%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
12,440
shares
|
$669,396
0.06% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
12,408
shares
|
$667,674
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
12,315
shares
|
$662,670
0.09% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
12,284
shares
|
$661,002
0.03% of portfolio
|
Q2 2025
Added 18.24%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
12,119
shares
|
$652,123
0.14% of portfolio
|
Q2 2025
Added 51.53%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
12,012
shares
|
$646,365
0.15% of portfolio
|
Q1 2025
Reduced 31.18%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
12,000
shares
|
$645,720
0.0% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
11,841
shares
|
$637,164
0.61% of portfolio
|
Q1 2025
Added 33.07%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
11,777
shares
|
$633,720
0.16% of portfolio
|
Q1 2025
Reduced 97.36%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
11,746
shares
|
$632,052
0.04% of portfolio
|
Q1 2025
Added 184.2%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
11,740
shares
|
$631,729
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
11,600
shares
|
$624,196
0.2% of portfolio
|
Q1 2024
Added 76.51%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
11,584
shares
|
$623,335
0.47% of portfolio
|
Q1 2025
Added 85.28%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
11,480
shares
|
$617,738
0.27% of portfolio
|
Q1 2025
Reduced 13.1%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
11,345
shares
|
$610,474
0.2% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
11,266
shares
|
$606,223
0.12% of portfolio
|
Q1 2025
Reduced 19.86%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
11,213
shares
|
$603,371
0.16% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
11,148
shares
|
$599,873
0.14% of portfolio
|
Q1 2025
Added 19.77%
|