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 |
|---|---|---|---|---|---|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,150
shares
|
$277,121
0.22% of portfolio
|
Q2 2025
Reduced 19.53%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
5,122
shares
|
$275,614
0.03% of portfolio
|
Q1 2025
Added 17.05%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
5,102
shares
|
$274,538
0.12% of portfolio
|
Q1 2025
Added 21.53%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
5,094
shares
|
$274,108
0.1% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Independent Investors Inc
|
Jul 18, 2025 Q2 2025 |
5,045
shares
|
$271,471
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
5,017
shares
|
$269,964
0.03% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
5,017
shares
|
$269,964
0.02% of portfolio
|
Q1 2025
Reduced 91.85%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
5,000
shares
|
$269,050
0.02% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,965
shares
|
$267,166
0.17% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
4,899
shares
|
$263,615
0.14% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
4,859
shares
|
$261,462
0.24% of portfolio
|
Q1 2025
Added 20.51%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
4,852
shares
|
$261,086
0.1% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
4,834
shares
|
$260,117
0.08% of portfolio
|
Q1 2025
Added 419.78%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
4,813
shares
|
$258,987
0.09% of portfolio
|
Q1 2025
Reduced 53.62%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
4,790
shares
|
$257,749
0.24% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
May 06, 2025 Q1 2025 |
4,725
shares
|
$254,252
0.26% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
4,715
shares
|
$253,714
0.02% of portfolio
|
Q1 2025
Added 14.58%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
4,684
shares
|
$252,046
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,661
shares
|
$250,808
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
4,652
shares
|
$250,324
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
4,630
shares
|
$249,140
0.03% of portfolio
|
Q3 2024
Added 27.55%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
4,622
shares
|
$248,709
0.04% of portfolio
|
Q1 2025
Reduced 36.95%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
4,612
shares
|
$248,171
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
4,586
shares
|
$246,772
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
4,574
shares
|
$246,126
0.02% of portfolio
|
Q1 2025
Reduced 89.62%
|