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 |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
3,971
shares
|
$224,520
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
3,970
shares
|
$224,463
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
3,950
shares
|
$223,333
0.01% of portfolio
|
Q1 2025
Reduced 24.76%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
3,916
shares
|
$221,410
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
3,915
shares
|
$221,354
0.1% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
3,908
shares
|
$220,958
0.02% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
3,886
shares
|
$219,714
0.03% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,843
shares
|
$217,283
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
3,840
shares
|
$217,113
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
3,804
shares
|
$215,078
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
3,800
shares
|
$214,852
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,784
shares
|
$213,947
0.04% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
3,770
shares
|
$213,155
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
3,757
shares
|
$212,420
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
3,750
shares
|
$212,025
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,700
shares
|
$209,198
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
3,699
shares
|
$209,141
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
3,329
shares
|
$188,221
0.02% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
3,280
shares
|
$185,451
0.03% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
2,834
shares
|
$160,234
0.05% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
2,799
shares
|
$158,255
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
2,437
shares
|
$137,787
0.03% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,307
shares
|
$130,437
0.11% of portfolio
|
Q2 2025
Reduced 89.73%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
2,277
shares
|
$128,741
0.1% of portfolio
|
Q2 2025
Added 111.62%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2,220
shares
|
$125,518
0.0% of portfolio
|
Q4 2024
New holding
|