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 |
|---|---|---|---|---|---|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
7,176
shares
|
$386,140
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
7,174
shares
|
$386,032
0.0% of portfolio
|
Q1 2025
Reduced 59.58%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
7,166
shares
|
$385,602
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
7,143
shares
|
$384,364
0.04% of portfolio
|
Q1 2025
Added 89.97%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
7,051
shares
|
$379,414
0.03% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
7,022
shares
|
$377,853
0.37% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
7,000
shares
|
$376,670
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
6,996
shares
|
$376,454
0.13% of portfolio
|
Q2 2025
Reduced 99.4%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
6,732
shares
|
$362,248
0.27% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
6,715
shares
|
$361,334
0.01% of portfolio
|
Q1 2025
Added 18.93%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
6,698
shares
|
$360,419
0.02% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
6,665
shares
|
$358,643
0.02% of portfolio
|
Q2 2025
Reduced 55.83%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
6,611
shares
|
$355,737
0.01% of portfolio
|
Q1 2025
Reduced 20.81%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
6,550
shares
|
$352,455
0.21% of portfolio
|
Q1 2025
Reduced 17.44%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
6,500
shares
|
$349,765
0.07% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
6,455
shares
|
$347,343
0.07% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
6,361
shares
|
$342,285
0.03% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
6,300
shares
|
$339,003
0.18% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
6,218
shares
|
$334,590
0.01% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
6,191
shares
|
$333,137
0.28% of portfolio
|
Q2 2025
Reduced 12.8%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
6,141
shares
|
$330,447
0.03% of portfolio
|
Q1 2025
Reduced 40.71%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
6,076
shares
|
$326,949
0.01% of portfolio
|
Q1 2025
Added 20.03%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
6,062
shares
|
$326,196
0.02% of portfolio
|
Q1 2025
Reduced 24.74%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
6,033
shares
|
$324,635
0.06% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Apr 30, 2025 Q1 2025 |
5,980
shares
|
$321,783
0.33% of portfolio
|
Q1 2025
Reduced 28.81%
|