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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,353
shares
|
$72,804
0.05% of portfolio
|
Q2 2024
Reduced 54.75%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,253
shares
|
$67,423
0.02% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,182
shares
|
$63,603
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
May 07, 2025 Q1 2025 |
1,127
shares
|
$60,643
0.04% of portfolio
|
Q1 2025
Reduced 99.72%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
1,115
shares
|
$59,998
0.02% of portfolio
|
Q4 2024
Added 13.78%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
1,076
shares
|
$57,899
0.09% of portfolio
|
Q1 2025
Added 33.66%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,056
shares
|
$56,823
0.01% of portfolio
|
Q3 2024
Added 115.51%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
1,046
shares
|
$56,285
0.02% of portfolio
|
Q1 2025
Added 31.41%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
1,000
shares
|
$53,810
0.02% of portfolio
|
Q1 2024
Reduced 17.01%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
987
shares
|
$53,110
0.0% of portfolio
|
Q1 2025
Added 393.5%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
949
shares
|
$51,065
0.05% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
934
shares
|
$50,258
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
933
shares
|
$50,204
0.01% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
901
shares
|
$48,482
0.02% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
863
shares
|
$46,438
0.0% of portfolio
|
Q2 2025
Reduced 25.99%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
774
shares
|
$41,648
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
767
shares
|
$41,272
0.01% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
751
shares
|
$40,411
0.02% of portfolio
|
Q1 2025
Reduced 31.67%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
732
shares
|
$39,388
0.0% of portfolio
|
Q1 2025
Added 83.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
725
shares
|
$39,012
0.01% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
720
shares
|
$38,743
0.0% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
717
shares
|
$38,581
0.0% of portfolio
|
Q4 2024
Added 25.79%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
703
shares
|
$37,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
700
shares
|
$37,667
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
685
shares
|
$36,859
0.01% of portfolio
|
Q2 2024
Added 13.22%
|