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 |
|---|---|---|---|---|---|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
216,173
shares
|
$11.4 Million
20.44% of portfolio
|
Q4 2023
Added 172.61%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
214,925
shares
|
$11.3 Million
0.63% of portfolio
|
Q1 2025
Added 1352.0%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
214,689
shares
|
$11.3 Million
0.03% of portfolio
|
Q1 2025
Added 39.74%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
208,738
shares
|
$11 Million
1.91% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
202,755
shares
|
$10.7 Million
3.36% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
198,430
shares
|
$10.4 Million
5.39% of portfolio
|
Q1 2024
Added 8.52%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
192,548
shares
|
$10.1 Million
3.4% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
188,861
shares
|
$9.94 Million
0.23% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
188,759
shares
|
$9.93 Million
0.11% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
184,019
shares
|
$9.68 Million
2.16% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
183,948
shares
|
$9.68 Million
0.31% of portfolio
|
Q1 2025
Added 59.47%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
181,891
shares
|
$9.57 Million
0.35% of portfolio
|
Q4 2024
Reduced 21.53%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
181,391
shares
|
$9.55 Million
2.12% of portfolio
|
Q1 2025
Added 23.79%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
179,938
shares
|
$9.47 Million
0.16% of portfolio
|
Q1 2025
Added 19.29%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
179,483
shares
|
$9.45 Million
2.77% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
177,959
shares
|
$9.37 Million
3.09% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
176,283
shares
|
$9.28 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
174,558
shares
|
$9.19 Million
0.59% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Lighthouse Financial LLC
Largo, FL |
May 12, 2025 Q1 2025 |
171,776
shares
|
$9.04 Million
7.68% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
May 15, 2025 Q1 2025 |
169,419
shares
|
$8.92 Million
7.81% of portfolio
|
Q1 2025
Added 24.76%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
167,898
shares
|
$8.84 Million
0.35% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
159,819
shares
|
$8.41 Million
1.18% of portfolio
|
Q2 2023
Added 141.65%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
159,535
shares
|
$8.4 Million
2.45% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
158,087
shares
|
$8.32 Million
2.24% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
156,795
shares
|
$8.25 Million
0.01% of portfolio
|
Q1 2025
Added 90.62%
|