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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
6,631
shares
|
$374,916
0.01% of portfolio
|
Q2 2025
Added 44.59%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
6,570
shares
|
$371,467
0.2% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
6,569
shares
|
$371,411
0.01% of portfolio
|
Q2 2025
Reduced 29.86%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
6,500
shares
|
$367,510
0.07% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
6,455
shares
|
$364,965
0.07% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
6,367
shares
|
$359,990
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
6,347
shares
|
$358,859
0.0% of portfolio
|
Q2 2025
Reduced 86.83%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
6,336
shares
|
$358,237
0.03% of portfolio
|
Q2 2025
Added 23.7%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
6,285
shares
|
$355,353
0.33% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
6,246
shares
|
$353,148
0.02% of portfolio
|
Q2 2025
Reduced 57.73%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
6,218
shares
|
$351,565
0.01% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
6,191
shares
|
$350,039
0.28% of portfolio
|
Q2 2025
Reduced 12.8%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
6,120
shares
|
$346,024
0.02% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,096
shares
|
$344,667
0.01% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6,043
shares
|
$341,671
0.02% of portfolio
|
Q2 2025
Added 20.45%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
6,040
shares
|
$341,501
0.02% of portfolio
|
Q2 2025
Added 28.1%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
6,033
shares
|
$341,105
0.06% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
6,017
shares
|
$340,201
0.02% of portfolio
|
Q2 2025
Added 33.39%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
5,975
shares
|
$337,826
0.1% of portfolio
|
Q2 2025
Added 41.12%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,853
shares
|
$330,928
0.15% of portfolio
|
Q4 2024
Reduced 98.21%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,843
shares
|
$330,363
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
5,835
shares
|
$329,910
0.07% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,834
shares
|
$329,854
0.26% of portfolio
|
Q1 2025
Reduced 21.09%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,832
shares
|
$329,741
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
5,829
shares
|
$329,571
0.0% of portfolio
|
Q2 2025
New holding
|