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 |
|---|---|---|---|---|---|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
9,078
shares
|
$513,270
0.22% of portfolio
|
Q2 2025
Added 19.75%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
9,042
shares
|
$511,234
0.04% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
8,950
shares
|
$506,033
0.19% of portfolio
|
Q2 2025
Reduced 94.92%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
8,945
shares
|
$505,750
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
8,894
shares
|
$502,866
0.23% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
8,885
shares
|
$502,357
0.2% of portfolio
|
Q1 2024
Reduced 13.11%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
8,838
shares
|
$499,700
0.1% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
8,759
shares
|
$495,233
0.02% of portfolio
|
Q2 2025
Added 32.49%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
8,540
shares
|
$482,851
0.08% of portfolio
|
Q3 2024
Added 24.13%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,479
shares
|
$479,402
0.04% of portfolio
|
Q2 2025
Added 50.02%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
8,469
shares
|
$478,837
0.13% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
8,433
shares
|
$476,801
0.09% of portfolio
|
Q2 2025
Reduced 18.31%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
8,335
shares
|
$471,260
0.21% of portfolio
|
Q4 2024
Reduced 49.76%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
8,313
shares
|
$470,017
0.03% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
8,307
shares
|
$469,677
0.08% of portfolio
|
Q2 2025
Reduced 96.13%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,250
shares
|
$466,455
0.21% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
8,195
shares
|
$463,345
0.13% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
8,159
shares
|
$461,309
0.09% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
8,057
shares
|
$455,542
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
8,031
shares
|
$454,072
0.25% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,000
shares
|
$452,320
0.04% of portfolio
|
Q2 2025
Added 59.46%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
7,975
shares
|
$450,906
0.26% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
7,972
shares
|
$450,736
0.18% of portfolio
|
Q2 2025
Added 41.15%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
7,956
shares
|
$449,832
0.22% of portfolio
|
Q1 2025
Added 31.81%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
7,955
shares
|
$449,775
0.03% of portfolio
|
Q2 2025
Added 31.16%
|