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 |
|---|---|---|---|---|---|
|
Socha Financial Group, LLC
Corning, NY |
Jul 29, 2025 Q2 2025 |
13,320
shares
|
$753,112
0.32% of portfolio
|
Q2 2025
Reduced 71.23%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,283
shares
|
$751,020
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 11, 2025 Q2 2025 |
13,206
shares
|
$746,667
0.21% of portfolio
|
Q2 2025
Reduced 43.91%
|
|
|
Melia Wealth LLC
Tulsa, OK |
Jul 25, 2025 Q2 2025 |
13,101
shares
|
$740,730
0.34% of portfolio
|
Q2 2025
Added 46.64%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
13,083
shares
|
$739,712
0.01% of portfolio
|
Q2 2025
Added 37.69%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
13,055
shares
|
$738,129
0.24% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
12,939
shares
|
$731,571
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
12,932
shares
|
$731,175
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
12,888
shares
|
$728,687
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
12,673
shares
|
$716,531
0.3% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
12,659
shares
|
$715,739
0.21% of portfolio
|
Q2 2025
Added 18.59%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
12,608
shares
|
$712,856
0.21% of portfolio
|
Q2 2025
Reduced 69.81%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
12,532
shares
|
$708,559
0.25% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
12,518
shares
|
$707,767
0.13% of portfolio
|
Q2 2025
Reduced 11.16%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
12,516
shares
|
$707,654
0.16% of portfolio
|
Q2 2025
Added 44.91%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
12,486
shares
|
$705,958
0.39% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
12,477
shares
|
$705,449
0.32% of portfolio
|
Q2 2025
Added 22.74%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
12,440
shares
|
$703,357
0.06% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
12,404
shares
|
$701,322
0.32% of portfolio
|
Q2 2025
Reduced 52.33%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
12,315
shares
|
$696,290
0.09% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
12,284
shares
|
$694,537
0.03% of portfolio
|
Q2 2025
Added 18.24%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
12,268
shares
|
$693,632
0.12% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
12,249
shares
|
$692,558
0.01% of portfolio
|
Q2 2025
Added 48.15%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
12,119
shares
|
$685,208
0.14% of portfolio
|
Q2 2025
Added 51.53%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
12,045
shares
|
$681,024
0.15% of portfolio
|
Q2 2025
Added 37.34%
|