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 817 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
53,808
shares
|
$2.9 Million
0.51% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
53,672
shares
|
$2.89 Million
0.2% of portfolio
|
Q1 2025
Added 53.87%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
53,528
shares
|
$2.88 Million
0.61% of portfolio
|
Q1 2025
Reduced 26.38%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
53,309
shares
|
$2.87 Million
1.15% of portfolio
|
Q2 2025
Added 17.41%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
52,785
shares
|
$2.84 Million
0.66% of portfolio
|
Q1 2025
Added 62.14%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
52,697
shares
|
$2.84 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
52,098
shares
|
$2.8 Million
0.8% of portfolio
|
Q1 2025
Added 32.92%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
51,548
shares
|
$2.77 Million
0.04% of portfolio
|
Q1 2025
Added 126.41%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
51,498
shares
|
$2.77 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
51,162
shares
|
$2.75 Million
0.74% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
51,134
shares
|
$2.75 Million
1.32% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
51,054
shares
|
$2.75 Million
1.17% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
50,236
shares
|
$2.7 Million
0.59% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Caerus Investment Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
49,837
shares
|
$2.68 Million
2.5% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
49,335
shares
|
$2.65 Million
1.25% of portfolio
|
Q1 2025
Added 19.29%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
48,250
shares
|
$2.6 Million
0.01% of portfolio
|
Q1 2025
Added 73.99%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
48,188
shares
|
$2.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
47,785
shares
|
$2.57 Million
0.11% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
47,687
shares
|
$2.57 Million
0.08% of portfolio
|
Q4 2024
Added 13.11%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
47,552
shares
|
$2.56 Million
1.45% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
47,463
shares
|
$2.55 Million
2.68% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
46,330
shares
|
$2.49 Million
0.33% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Apr 25, 2025 Q1 2025 |
46,298
shares
|
$2.49 Million
1.17% of portfolio
|
Q1 2025
Reduced 46.58%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
46,189
shares
|
$2.49 Million
0.46% of portfolio
|
Q1 2025
Added 31.79%
|
|
|
Concorde Financial Corp
Dallas, TX |
May 14, 2025 Q1 2025 |
44,964
shares
|
$2.42 Million
1.37% of portfolio
|
Q1 2025
Added 2.86%
|