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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
10,311
shares
|
$582,983
0.07% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
10,208
shares
|
$577,160
0.47% of portfolio
|
Q2 2025
Reduced 13.79%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
10,189
shares
|
$576,086
0.04% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
10,085
shares
|
$570,205
0.07% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Bts Asset Management, Inc.
|
Jul 30, 2025 Q2 2025 |
10,083
shares
|
$570,092
0.67% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
10,065
shares
|
$569,075
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
9,974
shares
|
$563,929
0.01% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
9,948
shares
|
$562,459
0.14% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
9,828
shares
|
$555,675
0.01% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
9,817
shares
|
$555,053
0.06% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
9,786
shares
|
$553,300
0.14% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
9,749
shares
|
$551,208
0.18% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
9,728
shares
|
$550,021
0.72% of portfolio
|
Q4 2024
Reduced 27.16%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
9,700
shares
|
$548,438
0.16% of portfolio
|
Q2 2025
Added 41.61%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
9,699
shares
|
$548,381
0.0% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
9,694
shares
|
$548,098
0.17% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
9,680
shares
|
$547,307
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
9,665
shares
|
$546,459
0.05% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
9,609
shares
|
$543,292
0.04% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,544
shares
|
$539,617
0.0% of portfolio
|
Q2 2025
Added 65.58%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
9,514
shares
|
$537,921
0.31% of portfolio
|
Q2 2025
Added 19.57%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
9,434
shares
|
$533,398
0.07% of portfolio
|
Q2 2025
Reduced 14.17%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
9,410
shares
|
$532,041
0.0% of portfolio
|
Q2 2025
Reduced 51.24%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
9,355
shares
|
$528,931
0.0% of portfolio
|
Q2 2025
Added 78.19%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Aug 12, 2025 Q2 2025 |
9,079
shares
|
$513,326
0.62% of portfolio
|
Q2 2025
New holding
|