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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
78,966
shares
|
$4.46 Million
0.28% of portfolio
|
Q2 2025
Added 29.09%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
78,806
shares
|
$4.46 Million
0.04% of portfolio
|
Q2 2025
Added 27.03%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
78,486
shares
|
$4.44 Million
0.38% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
75,404
shares
|
$4.26 Million
0.1% of portfolio
|
Q2 2025
Added 20.99%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
74,948
shares
|
$4.24 Million
2.14% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
74,670
shares
|
$4.22 Million
0.03% of portfolio
|
Q2 2025
Added 35.96%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
73,954
shares
|
$4.18 Million
0.01% of portfolio
|
Q2 2025
Added 20.66%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
73,713
shares
|
$4.17 Million
0.08% of portfolio
|
Q2 2025
Added 73.54%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
73,694
shares
|
$4.17 Million
0.35% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
73,562
shares
|
$4.16 Million
0.85% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
73,559
shares
|
$4.16 Million
0.48% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
72,987
shares
|
$4.13 Million
0.14% of portfolio
|
Q2 2025
Added 23.82%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
72,778
shares
|
$4.11 Million
0.1% of portfolio
|
Q2 2025
Added 72.55%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
72,752
shares
|
$4.11 Million
0.26% of portfolio
|
Q2 2025
Added 35.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
72,736
shares
|
$4.11 Million
0.11% of portfolio
|
Q2 2025
Added 30.68%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
72,696
shares
|
$4.11 Million
0.2% of portfolio
|
Q2 2025
Added 1248.47%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
72,669
shares
|
$4.11 Million
0.13% of portfolio
|
Q2 2025
Added 26.86%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
72,316
shares
|
$4.09 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
71,872
shares
|
$4.06 Million
0.57% of portfolio
|
Q2 2025
Added 55.08%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
71,229
shares
|
$4.03 Million
1.59% of portfolio
|
Q1 2025
Reduced 48.04%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
70,742
shares
|
$4 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
69,141
shares
|
$3.91 Million
0.72% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
68,783
shares
|
$3.89 Million
0.84% of portfolio
|
Q2 2025
Reduced 28.24%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
68,517
shares
|
$3.87 Million
0.06% of portfolio
|
Q2 2025
Added 32.92%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
67,689
shares
|
$3.83 Million
2.39% of portfolio
|
Q2 2025
Added 4.11%
|