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 |
|---|---|---|---|---|---|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
76,600
shares
|
$4.03 Million
2.65% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
76,283
shares
|
$4.01 Million
3.3% of portfolio
|
Q1 2025
Added 6225.29%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
74,745
shares
|
$3.93 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
74,194
shares
|
$3.9 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
71,675
shares
|
$3.77 Million
0.05% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
71,229
shares
|
$3.75 Million
1.59% of portfolio
|
Q1 2025
Reduced 48.04%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
70,576
shares
|
$3.71 Million
0.35% of portfolio
|
Q1 2025
Added 43.89%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
70,313
shares
|
$3.7 Million
0.36% of portfolio
|
Q1 2025
Added 23.16%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
69,690
shares
|
$3.67 Million
0.12% of portfolio
|
Q1 2025
Added 20.88%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
69,632
shares
|
$3.66 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
69,401
shares
|
$3.65 Million
0.12% of portfolio
|
Q1 2025
Added 19.87%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
69,117
shares
|
$3.64 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
68,794
shares
|
$3.62 Million
0.31% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
68,450
shares
|
$3.6 Million
0.3% of portfolio
|
Q1 2025
Added 756.16%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
68,238
shares
|
$3.59 Million
0.24% of portfolio
|
Q1 2025
Added 12.53%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
67,557
shares
|
$3.56 Million
0.79% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
67,315
shares
|
$3.54 Million
0.74% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
66,640
shares
|
$3.51 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
66,448
shares
|
$3.5 Million
0.11% of portfolio
|
Q1 2025
Added 44.07%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
66,291
shares
|
$3.49 Million
0.34% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
66,065
shares
|
$3.48 Million
0.27% of portfolio
|
Q1 2025
Added 104.83%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
65,019
shares
|
$3.42 Million
2.35% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
62,668
shares
|
$3.3 Million
0.31% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
62,510
shares
|
$3.29 Million
0.62% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
62,320
shares
|
$3.28 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.72%
|