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 |
|---|---|---|---|---|---|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
156,729
shares
|
$8.25 Million
4.17% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
153,794
shares
|
$8.09 Million
2.04% of portfolio
|
Q1 2025
Added 50.07%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
141,928
shares
|
$7.47 Million
0.11% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
136,007
shares
|
$7.16 Million
2.49% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
135,833
shares
|
$7.15 Million
1.68% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
May 01, 2025 Q1 2025 |
134,432
shares
|
$7.08 Million
6.56% of portfolio
|
Q1 2025
Reduced 13.5%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
134,132
shares
|
$7.06 Million
0.23% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
133,541
shares
|
$7.03 Million
2.33% of portfolio
|
Q1 2025
Added 16.85%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
133,093
shares
|
$7 Million
0.15% of portfolio
|
Q1 2025
Added 28.2%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
132,409
shares
|
$6.97 Million
2.5% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
131,607
shares
|
$6.93 Million
2.85% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
131,004
shares
|
$6.89 Million
2.22% of portfolio
|
Q1 2025
Added 21.45%
|
|
|
Tiptree Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
129,350
shares
|
$6.81 Million
5.54% of portfolio
|
Q1 2025
Added 44.77%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
126,175
shares
|
$6.64 Million
0.03% of portfolio
|
Q1 2025
Added 21.11%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
124,782
shares
|
$6.57 Million
1.03% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
122,266
shares
|
$6.43 Million
0.1% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
121,940
shares
|
$6.42 Million
1.1% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
120,827
shares
|
$6.36 Million
0.29% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
119,466
shares
|
$6.29 Million
0.41% of portfolio
|
Q1 2025
Added 111.61%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
117,935
shares
|
$6.21 Million
2.81% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
117,543
shares
|
$6.19 Million
0.47% of portfolio
|
Q1 2025
Added 37.47%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
117,244
shares
|
$6.17 Million
1.21% of portfolio
|
Q1 2025
Added 21.53%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
115,056
shares
|
$6.06 Million
0.07% of portfolio
|
Q1 2025
Added 28.84%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Apr 21, 2025 Q1 2025 |
113,934
shares
|
$6 Million
4.93% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
113,899
shares
|
$5.99 Million
5.0% of portfolio
|
Q1 2025
New holding
|