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 |
|---|---|---|---|---|---|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
11,020
shares
|
$592,986
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
10,971
shares
|
$590,349
0.05% of portfolio
|
Q2 2025
Added 95.63%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
10,949
shares
|
$589,165
0.0% of portfolio
|
Q1 2025
Reduced 42.67%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
10,796
shares
|
$580,932
0.01% of portfolio
|
Q2 2025
Reduced 45.7%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
10,775
shares
|
$579,802
0.04% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
10,760
shares
|
$578,995
0.18% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,732
shares
|
$577,488
0.0% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
10,642
shares
|
$572,646
0.31% of portfolio
|
Q1 2025
Reduced 19.24%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
10,547
shares
|
$567,534
0.16% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
10,539
shares
|
$567,103
0.21% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
10,520
shares
|
$566,081
0.08% of portfolio
|
Q1 2025
Added 286.76%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
10,491
shares
|
$564,520
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bts Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
10,375
shares
|
$558,278
0.61% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
10,323
shares
|
$555,480
0.11% of portfolio
|
Q1 2025
Reduced 25.23%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
10,270
shares
|
$552,628
0.07% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
10,245
shares
|
$551,283
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
10,193
shares
|
$548,485
0.16% of portfolio
|
Q1 2025
Added 78.04%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
10,189
shares
|
$548,270
0.05% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
10,165
shares
|
$546,978
0.27% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
10,085
shares
|
$542,673
0.07% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
10,063
shares
|
$541,490
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
9,813
shares
|
$528,037
0.46% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
9,788
shares
|
$526,692
0.0% of portfolio
|
Q1 2025
Reduced 16.98%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
9,749
shares
|
$524,593
0.18% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
9,728
shares
|
$523,463
0.72% of portfolio
|
Q4 2024
Reduced 27.16%
|