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 |
|---|---|---|---|---|---|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
12,039
shares
|
$680,685
0.45% of portfolio
|
Q2 2025
Added 2307.8%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
12,000
shares
|
$678,480
0.0% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
11,977
shares
|
$677,179
0.08% of portfolio
|
Q2 2025
Reduced 15.03%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
11,971
shares
|
$676,840
0.25% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
11,761
shares
|
$664,966
0.0% of portfolio
|
Q2 2025
Added 29.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
11,700
shares
|
$661,518
0.0% of portfolio
|
Q2 2025
Added 32.16%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
11,600
shares
|
$655,864
0.2% of portfolio
|
Q1 2024
Added 76.51%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
11,576
shares
|
$654,507
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
11,480
shares
|
$649,079
0.33% of portfolio
|
Q1 2025
Reduced 13.1%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
11,345
shares
|
$641,446
0.2% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
11,023
shares
|
$623,240
0.09% of portfolio
|
Q2 2025
Added 23.55%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
10,971
shares
|
$620,300
0.05% of portfolio
|
Q2 2025
Added 95.63%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
10,949
shares
|
$619,056
0.0% of portfolio
|
Q1 2025
Reduced 42.67%
|
|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
10,900
shares
|
$616,286
0.32% of portfolio
|
Q2 2025
Added 73.02%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
10,796
shares
|
$610,405
0.01% of portfolio
|
Q2 2025
Reduced 45.7%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
10,775
shares
|
$609,218
0.04% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
10,760
shares
|
$608,370
0.18% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
10,683
shares
|
$604,016
0.51% of portfolio
|
Q2 2025
Added 106.36%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
10,520
shares
|
$594,800
0.08% of portfolio
|
Q1 2025
Added 286.76%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
10,500
shares
|
$593,670
0.05% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
10,491
shares
|
$593,161
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Aug 05, 2025 Q2 2025 |
10,462
shares
|
$591,521
0.91% of portfolio
|
Q2 2025
Added 121.42%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,423
shares
|
$589,316
0.0% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Aug 25, 2025 Q2 2025 |
10,410
shares
|
$588,581
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
10,348
shares
|
$585,075
0.18% of portfolio
|
Q2 2025
Added 1.52%
|