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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
112,914
shares
|
$5.94 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
111,007
shares
|
$5.84 Million
0.14% of portfolio
|
Q4 2024
Added 282.15%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
110,985
shares
|
$5.84 Million
0.02% of portfolio
|
Q1 2025
Added 37.53%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
107,905
shares
|
$5.68 Million
2.5% of portfolio
|
Q1 2025
Added 52.34%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
106,694
shares
|
$5.62 Million
1.45% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
106,154
shares
|
$5.59 Million
0.14% of portfolio
|
Q1 2025
Added 855.14%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
104,541
shares
|
$5.5 Million
0.39% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
104,301
shares
|
$5.49 Million
0.15% of portfolio
|
Q1 2025
Added 17.59%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
May 07, 2025 Q1 2025 |
104,301
shares
|
$5.49 Million
2.85% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
104,207
shares
|
$5.48 Million
0.24% of portfolio
|
Q1 2025
Reduced 43.15%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
103,964
shares
|
$5.47 Million
0.79% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
103,659
shares
|
$5.46 Million
0.01% of portfolio
|
Q1 2025
Added 131.99%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
103,081
shares
|
$5.43 Million
1.71% of portfolio
|
Q1 2025
Added 19.21%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
100,786
shares
|
$5.3 Million
2.84% of portfolio
|
Q1 2025
Added 32.4%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
100,229
shares
|
$5.28 Million
0.33% of portfolio
|
Q1 2025
Added 44.45%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
99,214
shares
|
$5.22 Million
1.38% of portfolio
|
Q1 2025
Added 49.69%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
97,623
shares
|
$5.14 Million
3.21% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Apr 22, 2025 Q1 2025 |
97,141
shares
|
$5.11 Million
2.33% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
96,779
shares
|
$5.09 Million
0.01% of portfolio
|
Q3 2023
Reduced 10.77%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
95,858
shares
|
$5.05 Million
1.32% of portfolio
|
Q1 2025
Reduced 26.47%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
93,887
shares
|
$4.94 Million
0.87% of portfolio
|
Q1 2025
Added 231.35%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
93,622
shares
|
$4.93 Million
0.18% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
92,802
shares
|
$4.88 Million
2.81% of portfolio
|
Q1 2025
Added 17.66%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
92,457
shares
|
$4.87 Million
0.18% of portfolio
|
Q1 2025
Added 23.3%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
May 09, 2025 Q1 2025 |
92,286
shares
|
$4.86 Million
3.55% of portfolio
|
Q1 2025
Reduced 1.43%
|