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 |
---|---|---|---|---|---|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
33,341
shares
|
$1.79 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
32,654
shares
|
$1.76 Million
0.1% of portfolio
|
Q1 2025
Reduced 20.86%
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
32,442
shares
|
$1.75 Million
0.31% of portfolio
|
Q2 2025
Added 14.03%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
32,294
shares
|
$1.74 Million
0.17% of portfolio
|
Q1 2025
Added 27.02%
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
32,172
shares
|
$1.73 Million
1.13% of portfolio
|
Q1 2025
Added 1.27%
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
31,840
shares
|
$1.71 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
31,691
shares
|
$1.71 Million
1.51% of portfolio
|
Q1 2025
Added 144.72%
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
31,539
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
31,125
shares
|
$1.67 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
31,062
shares
|
$1.67 Million
0.22% of portfolio
|
Q1 2025
Added 39.83%
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
30,885
shares
|
$1.66 Million
0.49% of portfolio
|
Q1 2025
Added 3.96%
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
30,687
shares
|
$1.65 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
30,233
shares
|
$1.63 Million
0.01% of portfolio
|
Q1 2025
Added 11.42%
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
30,226
shares
|
$1.63 Million
0.45% of portfolio
|
Q2 2025
Added 22.24%
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
30,072
shares
|
$1.62 Million
0.18% of portfolio
|
Q4 2024
Added 11.54%
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
29,970
shares
|
$1.61 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
29,618
shares
|
$1.59 Million
0.1% of portfolio
|
Q1 2025
Added 49.37%
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
29,562
shares
|
$1.59 Million
0.09% of portfolio
|
Q1 2025
Added 1.25%
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
29,508
shares
|
$1.59 Million
0.25% of portfolio
|
Q1 2025
Added 27.64%
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
29,387
shares
|
$1.58 Million
0.07% of portfolio
|
Q1 2025
Added 47.85%
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
29,342
shares
|
$1.58 Million
0.71% of portfolio
|
Q2 2025
Added 8.03%
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
29,328
shares
|
$1.58 Million
0.18% of portfolio
|
Q2 2025
Added 179.26%
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
29,316
shares
|
$1.58 Million
0.37% of portfolio
|
Q1 2025
Added 15.26%
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
28,949
shares
|
$1.56 Million
0.4% of portfolio
|
Q1 2025
Added 45.67%
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
28,482
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Added 11.68%
|