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 |
|---|---|---|---|---|---|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
118,255
shares
|
$6.69 Million
3.17% of portfolio
|
Q2 2025
Added 17.33%
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
117,618
shares
|
$6.65 Million
5.59% of portfolio
|
Q2 2025
Added 45.87%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
116,700
shares
|
$6.6 Million
0.21% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
115,529
shares
|
$6.53 Million
0.44% of portfolio
|
Q2 2025
Added 35.75%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
114,796
shares
|
$6.49 Million
1.83% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
113,899
shares
|
$6.44 Million
5.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jul 10, 2025 Q2 2025 |
113,207
shares
|
$6.4 Million
4.74% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
112,368
shares
|
$6.35 Million
0.12% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
109,772
shares
|
$6.21 Million
2.54% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
109,503
shares
|
$6.19 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jul 22, 2025 Q2 2025 |
107,707
shares
|
$6.09 Million
3.5% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
107,473
shares
|
$6.08 Million
2.81% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
104,442
shares
|
$5.91 Million
1.43% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
104,435
shares
|
$5.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
102,802
shares
|
$5.81 Million
1.32% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
101,173
shares
|
$5.72 Million
1.16% of portfolio
|
Q2 2025
Added 12.25%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
99,433
shares
|
$5.62 Million
0.06% of portfolio
|
Q2 2025
Added 20.61%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
98,599
shares
|
$5.57 Million
0.25% of portfolio
|
Q2 2025
Added 17.98%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
97,766
shares
|
$5.53 Million
5.37% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
97,715
shares
|
$5.52 Million
0.67% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
96,779
shares
|
$5.47 Million
0.01% of portfolio
|
Q3 2023
Reduced 10.77%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
94,658
shares
|
$5.35 Million
0.37% of portfolio
|
Q2 2025
Added 16.39%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
93,962
shares
|
$5.31 Million
1.29% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
93,859
shares
|
$5.31 Million
2.28% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
93,445
shares
|
$5.28 Million
0.32% of portfolio
|
Q2 2025
Reduced 10.61%
|