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 |
|---|---|---|---|---|---|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Jul 21, 2025 Q2 2025 |
427,767
shares
|
$24.2 Million
23.59% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
404,400
shares
|
$22.9 Million
0.04% of portfolio
|
Q2 2025
Added 1932.16%
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
401,531
shares
|
$22.7 Million
7.57% of portfolio
|
Q2 2025
Added 35.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
387,429
shares
|
$21.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.61%
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
377,556
shares
|
$21.3 Million
8.45% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
376,601
shares
|
$21.3 Million
2.42% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
332,834
shares
|
$18.8 Million
0.44% of portfolio
|
Q2 2025
Reduced 45.27%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
323,218
shares
|
$18.3 Million
0.24% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
320,418
shares
|
$18.1 Million
0.14% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
314,165
shares
|
$17.8 Million
3.57% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
287,571
shares
|
$16.3 Million
0.01% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
273,244
shares
|
$15.4 Million
0.04% of portfolio
|
Q2 2025
Added 27.27%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
271,414
shares
|
$15.3 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
269,227
shares
|
$15.2 Million
2.95% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
268,571
shares
|
$15.2 Million
0.01% of portfolio
|
Q2 2025
Added 71.29%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
258,959
shares
|
$14.6 Million
0.83% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
252,941
shares
|
$14.3 Million
0.13% of portfolio
|
Q2 2025
Added 34.14%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
251,698
shares
|
$14.2 Million
0.11% of portfolio
|
Q2 2025
Added 33.34%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
250,976
shares
|
$14.2 Million
1.97% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
249,572
shares
|
$14.1 Million
0.14% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
248,026
shares
|
$14 Million
0.52% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
246,970
shares
|
$14 Million
0.15% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
246,772
shares
|
$14 Million
0.48% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
245,111
shares
|
$13.9 Million
3.15% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
241,619
shares
|
$13.7 Million
0.94% of portfolio
|
Q2 2025
Added 252.99%
|