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 |
|---|---|---|---|---|---|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
5,878
shares
|
$316,295
0.09% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
5,853
shares
|
$314,949
0.17% of portfolio
|
Q4 2024
Reduced 98.21%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5,837
shares
|
$314,088
0.05% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
5,835
shares
|
$313,981
0.07% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,832
shares
|
$313,819
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
5,788
shares
|
$311,452
0.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
5,768
shares
|
$310,376
0.01% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
5,764
shares
|
$310,160
0.0% of portfolio
|
Q1 2025
Reduced 14.78%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
5,754
shares
|
$309,622
0.12% of portfolio
|
Q1 2025
Added 25.39%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
5,712
shares
|
$307,362
0.02% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
5,700
shares
|
$306,717
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
5,648
shares
|
$303,918
0.12% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
5,631
shares
|
$303,004
0.08% of portfolio
|
Q2 2025
Added 34.3%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,617
shares
|
$302,250
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
5,500
shares
|
$295,955
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
5,450
shares
|
$293,264
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,391
shares
|
$290,089
0.02% of portfolio
|
Q1 2025
Added 12.74%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
5,362
shares
|
$288,529
0.17% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,307
shares
|
$285,569
0.04% of portfolio
|
Q2 2025
Added 31.46%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
5,300
shares
|
$285,193
0.22% of portfolio
|
Q1 2025
Added 16.48%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
5,250
shares
|
$282,502
0.0% of portfolio
|
Q1 2025
Added 11.16%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
5,195
shares
|
$279,542
0.06% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
5,194
shares
|
$279,489
0.02% of portfolio
|
Q2 2025
Reduced 37.05%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
5,177
shares
|
$278,574
0.27% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
5,156
shares
|
$277,444
0.04% of portfolio
|
Q1 2025
New holding
|