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 |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
16,289
shares
|
$876,511
0.65% of portfolio
|
Q1 2025
Added 159.09%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
16,187
shares
|
$871,022
0.04% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
16,052
shares
|
$863,758
0.39% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
16,029
shares
|
$862,520
0.06% of portfolio
|
Q1 2025
Reduced 43.24%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
15,995
shares
|
$860,690
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Consilium Wealth Advisory, LLC
|
Apr 17, 2025 Q1 2025 |
15,978
shares
|
$859,776
0.42% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
15,970
shares
|
$859,345
0.8% of portfolio
|
Q1 2025
Reduced 40.95%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
15,900
shares
|
$855,579
0.0% of portfolio
|
Q1 2025
Reduced 91.28%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
15,827
shares
|
$851,650
0.06% of portfolio
|
Q1 2025
Added 271.0%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
15,770
shares
|
$848,583
0.03% of portfolio
|
Q2 2025
Added 294.25%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
15,710
shares
|
$845,355
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
15,507
shares
|
$834,431
0.21% of portfolio
|
Q1 2025
Reduced 20.12%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
15,187
shares
|
$817,212
0.03% of portfolio
|
Q1 2025
Added 70.77%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
15,174
shares
|
$816,512
0.03% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
15,146
shares
|
$815,006
0.2% of portfolio
|
Q4 2023
Added 96.17%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
15,013
shares
|
$807,849
0.06% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
15,000
shares
|
$807,150
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
14,840
shares
|
$798,540
0.32% of portfolio
|
Q2 2025
Added 243.44%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
14,824
shares
|
$797,679
0.07% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
14,778
shares
|
$795,204
0.04% of portfolio
|
Q1 2025
Added 158.4%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
14,572
shares
|
$784,119
0.06% of portfolio
|
Q3 2023
Added 3.44%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
14,527
shares
|
$781,697
0.18% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
14,513
shares
|
$780,944
0.14% of portfolio
|
Q1 2025
Added 39.01%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
14,509
shares
|
$780,729
0.52% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
14,394
shares
|
$774,541
0.03% of portfolio
|
Q1 2025
Reduced 2.82%
|