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 |
|---|---|---|---|---|---|
|
Private Capital Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
7,886
shares
|
$445,874
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
7,860
shares
|
$444,404
0.01% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
7,811
shares
|
$441,633
0.24% of portfolio
|
Q2 2025
Reduced 89.8%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
7,807
shares
|
$441,407
0.08% of portfolio
|
Q2 2025
Added 917.86%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,807
shares
|
$441,407
0.03% of portfolio
|
Q2 2025
Added 16.56%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
7,690
shares
|
$434,792
0.17% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
7,677
shares
|
$434,057
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
7,621
shares
|
$430,891
0.22% of portfolio
|
Q2 2025
Reduced 42.52%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
7,599
shares
|
$429,647
0.08% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
7,548
shares
|
$426,763
0.08% of portfolio
|
Q2 2025
Added 83.47%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
7,490
shares
|
$423,484
0.12% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
7,423
shares
|
$419,696
0.35% of portfolio
|
Q2 2025
Reduced 55.03%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
7,422
shares
|
$419,639
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
7,355
shares
|
$415,851
0.04% of portfolio
|
Q2 2025
Added 21.97%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
7,320
shares
|
$413,872
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
7,230
shares
|
$408,784
0.05% of portfolio
|
Q2 2025
Reduced 16.43%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
7,144
shares
|
$403,921
0.32% of portfolio
|
Q2 2025
Added 47.03%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
7,143
shares
|
$403,865
0.04% of portfolio
|
Q1 2025
Added 89.97%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
7,061
shares
|
$399,228
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
7,051
shares
|
$398,663
0.03% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
7,000
shares
|
$395,780
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
6,996
shares
|
$395,553
0.13% of portfolio
|
Q2 2025
Reduced 99.4%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
6,966
shares
|
$393,857
0.29% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
6,752
shares
|
$381,758
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
6,665
shares
|
$376,839
0.02% of portfolio
|
Q2 2025
Reduced 55.83%
|