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 |
|---|---|---|---|---|---|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
233,630
shares
|
$13.2 Million
3.64% of portfolio
|
Q2 2025
Added 21.34%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
223,942
shares
|
$12.7 Million
1.79% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
223,689
shares
|
$12.6 Million
1.07% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
221,366
shares
|
$12.5 Million
7.51% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
216,173
shares
|
$12.2 Million
20.44% of portfolio
|
Q4 2023
Added 172.61%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
212,524
shares
|
$12 Million
1.34% of portfolio
|
Q2 2025
Reduced 48.83%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
211,671
shares
|
$12 Million
0.18% of portfolio
|
Q2 2025
Added 17.64%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
202,930
shares
|
$11.5 Million
0.22% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
201,234
shares
|
$11.4 Million
0.69% of portfolio
|
Q2 2025
Added 194.9%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Aug 14, 2025 Q2 2025 |
199,311
shares
|
$11.3 Million
8.53% of portfolio
|
Q2 2025
Added 17.64%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
198,430
shares
|
$11.2 Million
5.39% of portfolio
|
Q1 2024
Added 8.52%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
186,009
shares
|
$10.5 Million
2.94% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
181,623
shares
|
$10.3 Million
2.15% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Mcia Inc
|
Jul 29, 2025 Q2 2025 |
177,397
shares
|
$10 Million
1.86% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
174,558
shares
|
$9.87 Million
0.59% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
174,161
shares
|
$9.85 Million
0.56% of portfolio
|
Q2 2025
Added 45.78%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
173,629
shares
|
$9.82 Million
4.57% of portfolio
|
Q2 2025
Reduced 21.05%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
172,809
shares
|
$9.77 Million
0.32% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
170,431
shares
|
$9.64 Million
0.29% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Aug 11, 2025 Q2 2025 |
168,654
shares
|
$9.54 Million
7.02% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
167,391
shares
|
$9.46 Million
0.36% of portfolio
|
Q2 2025
Added 60.63%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
162,880
shares
|
$9.21 Million
0.61% of portfolio
|
Q2 2025
Added 146.55%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
161,199
shares
|
$9.11 Million
0.17% of portfolio
|
Q2 2025
Added 21.12%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
161,006
shares
|
$9.1 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
159,819
shares
|
$9.04 Million
1.18% of portfolio
|
Q2 2023
Added 141.65%
|