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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
159,558
shares
|
$9.02 Million
0.13% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
158,087
shares
|
$8.94 Million
2.24% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
154,849
shares
|
$8.76 Million
0.89% of portfolio
|
Q2 2025
Reduced 31.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
152,722
shares
|
$8.63 Million
0.16% of portfolio
|
Q2 2025
Added 37.58%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
152,312
shares
|
$8.61 Million
0.03% of portfolio
|
Q2 2025
Added 20.71%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Aug 05, 2025 Q2 2025 |
152,249
shares
|
$8.61 Million
7.05% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
147,639
shares
|
$8.35 Million
2.1% of portfolio
|
Q2 2025
Reduced 17.74%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
144,432
shares
|
$8.17 Million
2.4% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
144,043
shares
|
$8.14 Million
0.32% of portfolio
|
Q2 2025
Added 81.35%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
143,435
shares
|
$8.11 Million
1.69% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
143,292
shares
|
$8.1 Million
1.85% of portfolio
|
Q2 2025
Added 44.43%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
142,058
shares
|
$8.03 Million
0.53% of portfolio
|
Q2 2025
Added 20.86%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
139,472
shares
|
$7.89 Million
2.47% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
134,890
shares
|
$7.63 Million
3.12% of portfolio
|
Q2 2025
Added 25.01%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
133,580
shares
|
$7.55 Million
0.1% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
131,581
shares
|
$7.44 Million
0.3% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
130,145
shares
|
$7.36 Million
1.23% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
129,696
shares
|
$7.33 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
128,949
shares
|
$7.29 Million
1.09% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
127,973
shares
|
$7.24 Million
2.69% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
125,177
shares
|
$7.08 Million
1.23% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
124,126
shares
|
$7.02 Million
0.47% of portfolio
|
Q2 2025
Added 2613.73%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Jul 29, 2025 Q2 2025 |
121,932
shares
|
$6.89 Million
2.72% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
120,495
shares
|
$6.81 Million
0.16% of portfolio
|
Q2 2025
Added 15.53%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
119,665
shares
|
$6.77 Million
1.92% of portfolio
|
Q2 2025
Reduced 8.66%
|