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 |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
4,569
shares
|
$245,857
0.02% of portfolio
|
Q1 2025
Reduced 53.17%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
4,511
shares
|
$242,736
0.01% of portfolio
|
Q1 2025
Added 14.32%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,474
shares
|
$240,745
0.0% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
4,471
shares
|
$240,584
0.0% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
4,443
shares
|
$239,077
0.02% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
4,408
shares
|
$237,194
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
4,375
shares
|
$235,418
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
4,371
shares
|
$235,203
0.09% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
4,328
shares
|
$232,889
0.12% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
4,311
shares
|
$231,974
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
4,300
shares
|
$231,383
0.04% of portfolio
|
Q1 2024
Reduced 21.82%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
4,266
shares
|
$229,553
0.09% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
4,266
shares
|
$229,553
0.02% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
4,266
shares
|
$229,553
0.01% of portfolio
|
Q1 2025
Added 37.84%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
4,264
shares
|
$229,445
0.22% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,250
shares
|
$228,692
0.01% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
4,240
shares
|
$228,154
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
4,234
shares
|
$227,831
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
4,114
shares
|
$221,374
0.05% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
4,100
shares
|
$220,621
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
4,100
shares
|
$220,621
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
4,100
shares
|
$220,621
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
4,095
shares
|
$220,351
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
4,093
shares
|
$220,244
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
4,085
shares
|
$219,813
0.05% of portfolio
|
Q2 2025
Added 4.13%
|