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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
44,953
shares
|
$2.42 Million
0.22% of portfolio
|
Q1 2025
Added 120.0%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
44,930
shares
|
$2.42 Million
1.3% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
44,598
shares
|
$2.4 Million
1.89% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
44,109
shares
|
$2.37 Million
0.16% of portfolio
|
Q1 2025
Added 34.22%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
43,414
shares
|
$2.34 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
43,388
shares
|
$2.33 Million
1.1% of portfolio
|
Q2 2025
Reduced 28.06%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
42,809
shares
|
$2.3 Million
0.38% of portfolio
|
Q1 2025
Added 32.33%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
42,656
shares
|
$2.3 Million
0.18% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
42,475
shares
|
$2.29 Million
0.05% of portfolio
|
Q1 2025
Added 83.04%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
42,398
shares
|
$2.28 Million
1.78% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
42,179
shares
|
$2.27 Million
0.08% of portfolio
|
Q1 2025
Reduced 41.6%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
42,103
shares
|
$2.27 Million
0.33% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
41,768
shares
|
$2.25 Million
0.79% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
41,768
shares
|
$2.25 Million
0.75% of portfolio
|
Q4 2024
Reduced 52.68%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
41,639
shares
|
$2.24 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Apr 23, 2025 Q1 2025 |
41,146
shares
|
$2.21 Million
2.55% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
41,027
shares
|
$2.21 Million
1.6% of portfolio
|
Q1 2025
Added 29.21%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
40,836
shares
|
$2.2 Million
0.34% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
40,790
shares
|
$2.19 Million
0.8% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
40,558
shares
|
$2.18 Million
0.2% of portfolio
|
Q1 2025
Added 23.55%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
40,492
shares
|
$2.18 Million
0.43% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
40,467
shares
|
$2.18 Million
0.23% of portfolio
|
Q1 2025
Reduced 70.17%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
40,423
shares
|
$2.18 Million
0.09% of portfolio
|
Q1 2025
Added 121.51%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
40,183
shares
|
$2.16 Million
0.5% of portfolio
|
Q2 2025
Added 27.79%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Apr 11, 2025 Q1 2025 |
40,149
shares
|
$2.16 Million
2.73% of portfolio
|
Q1 2025
Reduced 42.29%
|