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 822 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $8.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Apr 16, 2025 Q1 2025 |
394,492
shares
|
$20.8 Million
22.86% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
390,008
shares
|
$20.5 Million
6.65% of portfolio
|
Q1 2025
Added 15.6%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
376,654
shares
|
$19.8 Million
0.39% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
373,089
shares
|
$19.6 Million
8.1% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
367,326
shares
|
$19.3 Million
0.23% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
352,442
shares
|
$18.5 Million
2.29% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
304,267
shares
|
$16 Million
1.01% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
302,891
shares
|
$15.9 Million
10.8% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
299,242
shares
|
$15.7 Million
3.45% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
298,283
shares
|
$15.7 Million
0.12% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Lee Johnson Capital Management, LLC
|
Apr 29, 2025 Q1 2025 |
296,714
shares
|
$15.6 Million
8.18% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
294,175
shares
|
$15.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
287,752
shares
|
$15.1 Million
2.19% of portfolio
|
Q1 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
263,883
shares
|
$13.9 Million
2.91% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
259,967
shares
|
$13.7 Million
0.01% of portfolio
|
Q1 2025
Added 55.27%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
249,572
shares
|
$13.1 Million
0.14% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
245,111
shares
|
$12.9 Million
3.15% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
237,712
shares
|
$12.5 Million
0.52% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
236,868
shares
|
$12.5 Million
0.15% of portfolio
|
Q1 2025
Added 23.72%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
225,427
shares
|
$11.9 Million
8.02% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
225,089
shares
|
$11.8 Million
1.26% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
223,942
shares
|
$11.8 Million
1.79% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
220,062
shares
|
$11.6 Million
1.82% of portfolio
|
Q1 2025
Added 20.52%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
218,619
shares
|
$11.5 Million
0.48% of portfolio
|
Q1 2025
Added 24.72%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
216,570
shares
|
$11.4 Million
1.07% of portfolio
|
Q1 2025
Added 9.06%
|