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 |
|---|---|---|---|---|---|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
14,371
shares
|
$773,303
0.2% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
14,330
shares
|
$771,097
0.08% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
14,329
shares
|
$771,043
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
14,095
shares
|
$758,451
0.11% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
14,090
shares
|
$758,182
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
13,999
shares
|
$753,286
0.2% of portfolio
|
Q2 2025
Reduced 37.07%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
13,958
shares
|
$751,079
0.01% of portfolio
|
Q1 2025
Added 287.72%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
13,948
shares
|
$750,541
0.52% of portfolio
|
Q1 2025
Added 13.49%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
13,796
shares
|
$742,362
0.0% of portfolio
|
Q1 2025
Reduced 91.04%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
13,686
shares
|
$736,443
0.16% of portfolio
|
Q2 2025
Reduced 22.34%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
13,678
shares
|
$736,013
0.06% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
13,615
shares
|
$732,623
0.01% of portfolio
|
Q1 2025
Added 147.37%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
13,514
shares
|
$727,188
0.46% of portfolio
|
Q1 2025
Added 50.89%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
13,447
shares
|
$723,583
0.21% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
13,372
shares
|
$719,547
0.47% of portfolio
|
Q2 2025
Added 52.21%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
13,355
shares
|
$718,632
0.01% of portfolio
|
Q1 2025
Added 100.71%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
13,283
shares
|
$714,758
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
13,259
shares
|
$713,466
0.28% of portfolio
|
Q1 2025
Added 31.43%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
13,055
shares
|
$702,489
0.24% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
12,939
shares
|
$696,247
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
12,912
shares
|
$694,794
0.07% of portfolio
|
Q1 2025
Added 25.26%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
12,805
shares
|
$689,037
0.01% of portfolio
|
Q1 2025
Added 56.08%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
12,780
shares
|
$687,691
0.28% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
12,768
shares
|
$687,046
0.36% of portfolio
|
Q1 2025
Added 14.43%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
12,680
shares
|
$682,310
0.44% of portfolio
|
Q4 2024
Added 1.04%
|