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 |
|---|---|---|---|---|---|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
20,190
shares
|
$1.09 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
20,156
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
20,116
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2025
Added 42.08%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
19,900
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 92.19%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
19,882
shares
|
$1.07 Million
0.84% of portfolio
|
Q4 2024
Reduced 72.8%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
19,620
shares
|
$1.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
19,525
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2025
Added 44.52%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
19,418
shares
|
$1.04 Million
0.13% of portfolio
|
Q2 2025
Added 58.7%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
19,299
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
18,872
shares
|
$1.02 Million
0.13% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
18,864
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
18,832
shares
|
$1.01 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
18,779
shares
|
$1.01 Million
0.14% of portfolio
|
Q1 2025
Reduced 18.09%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
18,776
shares
|
$1.01 Million
0.93% of portfolio
|
Q1 2025
Added 9.21%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
18,767
shares
|
$1.01 Million
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
18,750
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.85%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
18,668
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.54%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
18,590
shares
|
$1 Million
0.02% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
18,449
shares
|
$992,740
0.48% of portfolio
|
Q2 2025
Reduced 43.67%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
18,038
shares
|
$970,624
0.05% of portfolio
|
Q1 2025
Added 83.03%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
17,881
shares
|
$962,176
0.35% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
17,795
shares
|
$957,548
0.33% of portfolio
|
Q1 2025
Added 16.39%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
17,780
shares
|
$956,741
0.88% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
17,735
shares
|
$954,320
0.05% of portfolio
|
Q1 2025
Added 30.73%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
17,672
shares
|
$950,930
0.03% of portfolio
|
Q1 2025
Added 2.74%
|