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 |
|---|---|---|---|---|---|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
676
shares
|
$38,221
0.04% of portfolio
|
Q1 2025
Added 29.25%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
668
shares
|
$37,768
0.01% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
611
shares
|
$34,545
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
581
shares
|
$32,849
0.01% of portfolio
|
Q1 2025
Added 111.27%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
575
shares
|
$32,510
0.0% of portfolio
|
Q2 2025
Reduced 20.14%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
531
shares
|
$30,022
0.01% of portfolio
|
Q2 2025
Reduced 22.25%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
500
shares
|
$28,270
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
462
shares
|
$26,121
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
444
shares
|
$25,103
0.0% of portfolio
|
Q2 2025
Added 36.2%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
434
shares
|
$24,538
0.0% of portfolio
|
Q1 2025
Reduced 17.8%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
433
shares
|
$24,481
0.01% of portfolio
|
Q4 2024
Reduced 83.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
417
shares
|
$23,577
0.0% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
409
shares
|
$23,124
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
402
shares
|
$22,729
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
357
shares
|
$20,184
0.0% of portfolio
|
Q2 2025
Reduced 27.29%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
333
shares
|
$18,827
0.0% of portfolio
|
Q2 2025
Added 150.38%
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
324
shares
|
$18,318
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
290
shares
|
$16,396
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
282
shares
|
$15,944
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
250
shares
|
$14,135
0.01% of portfolio
|
Q2 2025
Reduced 82.76%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
250
shares
|
$14,135
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
237
shares
|
$13,399
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
222
shares
|
$12,551
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
221
shares
|
$12,495
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
213
shares
|
$12,043
0.0% of portfolio
|
Q2 2025
New holding
|