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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
92,097
shares
|
$5.21 Million
0.08% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
91,619
shares
|
$5.18 Million
2.37% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
91,530
shares
|
$5.18 Million
2.24% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
91,372
shares
|
$5.17 Million
3.8% of portfolio
|
Q2 2025
Added 19.78%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
91,132
shares
|
$5.15 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
91,126
shares
|
$5.15 Million
1.06% of portfolio
|
Q2 2025
Added 72.64%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
90,873
shares
|
$5.14 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
89,874
shares
|
$5.08 Million
0.38% of portfolio
|
Q2 2025
Added 71.28%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
89,039
shares
|
$5.03 Million
0.93% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
88,447
shares
|
$5 Million
0.38% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
88,380
shares
|
$5 Million
0.72% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
88,046
shares
|
$4.98 Million
0.12% of portfolio
|
Q1 2024
Added 49.61%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
87,061
shares
|
$4.92 Million
0.1% of portfolio
|
Q2 2025
Added 31.02%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
87,027
shares
|
$4.92 Million
0.15% of portfolio
|
Q2 2025
Added 68.99%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
86,540
shares
|
$4.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.51%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
86,301
shares
|
$4.88 Million
1.13% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
85,981
shares
|
$4.86 Million
0.64% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
85,969
shares
|
$4.86 Million
0.02% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
84,685
shares
|
$4.79 Million
0.25% of portfolio
|
Q2 2025
Reduced 15.51%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
83,460
shares
|
$4.72 Million
1.27% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
82,028
shares
|
$4.64 Million
0.06% of portfolio
|
Q2 2025
Added 14.44%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
80,294
shares
|
$4.54 Million
0.15% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
79,905
shares
|
$4.52 Million
3.57% of portfolio
|
Q2 2025
Reduced 13.42%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Aug 04, 2025 Q2 2025 |
79,819
shares
|
$4.51 Million
3.32% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
79,481
shares
|
$4.49 Million
0.35% of portfolio
|
Q2 2025
Added 15.53%
|