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 |
|---|---|---|---|---|---|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
4,054
shares
|
$218,145
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
4,023
shares
|
$216,477
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
4,006
shares
|
$215,562
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,000
shares
|
$215,240
0.0% of portfolio
|
Q2 2025
Reduced 34.96%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
4,000
shares
|
$215,240
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
4,000
shares
|
$215,240
0.12% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
3,973
shares
|
$213,787
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
3,950
shares
|
$212,549
0.01% of portfolio
|
Q1 2025
Reduced 24.76%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
3,916
shares
|
$210,719
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
3,915
shares
|
$210,666
0.1% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
3,886
shares
|
$209,105
0.03% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,843
shares
|
$206,791
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,841
shares
|
$206,684
0.01% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,784
shares
|
$203,617
0.04% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
3,757
shares
|
$202,164
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
3,595
shares
|
$193,446
0.04% of portfolio
|
Q3 2024
Added 3606.19%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
3,483
shares
|
$187,420
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
3,453
shares
|
$185,805
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
3,329
shares
|
$179,133
0.02% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
3,090
shares
|
$166,272
0.03% of portfolio
|
Q1 2025
Added 15.6%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
2,873
shares
|
$154,596
1.18% of portfolio
|
Q1 2025
Reduced 92.32%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
2,825
shares
|
$152,013
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
2,756
shares
|
$148,300
0.05% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,536
shares
|
$136,462
0.02% of portfolio
|
Q1 2025
Added 398.23%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,307
shares
|
$124,139
0.11% of portfolio
|
Q2 2025
Reduced 89.73%
|