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 |
|---|---|---|---|---|---|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
17,640
shares
|
$949,208
0.29% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
17,606
shares
|
$947,378
0.01% of portfolio
|
Q1 2025
Added 293.78%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
17,587
shares
|
$946,356
0.36% of portfolio
|
Q1 2025
Reduced 32.58%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
17,548
shares
|
$944,257
0.22% of portfolio
|
Q1 2025
Added 193.2%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
17,500
shares
|
$941,675
0.09% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
17,495
shares
|
$941,405
0.0% of portfolio
|
Q1 2025
Added 308.67%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
17,305
shares
|
$931,182
0.39% of portfolio
|
Q1 2025
Added 12.41%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
17,232
shares
|
$927,253
0.93% of portfolio
|
Q1 2025
Added 122.35%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
17,142
shares
|
$922,411
0.06% of portfolio
|
Q2 2025
Added 23.37%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
16,959
shares
|
$912,563
0.07% of portfolio
|
Q1 2025
Added 81.26%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
16,946
shares
|
$911,864
0.22% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
16,917
shares
|
$910,303
0.49% of portfolio
|
Q1 2025
Reduced 27.9%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
16,839
shares
|
$906,106
0.12% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
16,709
shares
|
$899,111
0.02% of portfolio
|
Q1 2025
Added 29.36%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
16,578
shares
|
$892,062
0.45% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
16,577
shares
|
$892,008
0.93% of portfolio
|
Q1 2025
Added 29.3%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
16,507
shares
|
$888,241
0.86% of portfolio
|
Q1 2025
Added 196.36%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
16,483
shares
|
$886,950
0.16% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
16,482
shares
|
$886,896
0.13% of portfolio
|
Q1 2025
Added 52.91%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
16,473
shares
|
$886,412
0.09% of portfolio
|
Q1 2025
Reduced 26.71%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
16,462
shares
|
$885,820
0.3% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
16,415
shares
|
$883,291
0.04% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
16,404
shares
|
$882,699
0.61% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Apr 23, 2025 Q1 2025 |
16,364
shares
|
$880,546
0.6% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
16,363
shares
|
$880,493
0.09% of portfolio
|
Q1 2025
Added 5.66%
|