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 844 institutions that hold shares in the stock, with a total of 250 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
86,131,764
shares
|
$4.76 Billion
0.74% of portfolio
|
Q2 2025
Reduced 99.93%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
22,135,873
shares
|
$1.22 Billion
0.09% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
19,871,597
shares
|
$1.1 Billion
0.07% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
13,109,446
shares
|
$725 Million
0.25% of portfolio
|
Q2 2025
Added 20.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
11,136,811
shares
|
$616 Million
0.05% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,569,893
shares
|
$419 Million
0.09% of portfolio
|
Q2 2025
Added 11.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,913,522
shares
|
$216 Million
0.08% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,816,460
shares
|
$211 Million
0.04% of portfolio
|
Q2 2025
Added 23.89%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,767,295
shares
|
$208 Million
0.04% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,693,167
shares
|
$204 Million
0.05% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
3,506,075
shares
|
$194 Million
0.06% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
2,859,312
shares
|
$158 Million
0.21% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,783,225
shares
|
$154 Million
0.34% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
2,575,311
shares
|
$142 Million
2.86% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,932,166
shares
|
$107 Million
0.52% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,689,508
shares
|
$93.5 Million
0.16% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,665,607
shares
|
$92.1 Million
0.12% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,300,787
shares
|
$72 Million
0.07% of portfolio
|
Q2 2025
Added 40.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,221,602
shares
|
$67.6 Million
0.19% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,201,435
shares
|
$66.5 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,144,011
shares
|
$63.3 Million
5.42% of portfolio
|
Q2 2025
Added 22.2%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,107,341
shares
|
$61.3 Million
0.16% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,058,430
shares
|
$58.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,029,437
shares
|
$56.9 Million
0.32% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
963,904
shares
|
$53.3 Million
0.3% of portfolio
|
Q2 2025
Reduced 7.83%
|