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 |
|---|---|---|---|---|---|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
9,700
shares
|
$521,957
0.16% of portfolio
|
Q2 2025
Added 41.61%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
9,694
shares
|
$521,634
0.17% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
9,502
shares
|
$511,302
0.01% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
9,434
shares
|
$507,643
0.07% of portfolio
|
Q2 2025
Reduced 14.17%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
9,417
shares
|
$506,728
0.06% of portfolio
|
Q3 2024
Added 16.3%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
9,398
shares
|
$505,706
0.34% of portfolio
|
Q1 2025
Added 59.02%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
9,366
shares
|
$503,984
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
9,211
shares
|
$495,643
0.04% of portfolio
|
Q1 2025
Added 22.52%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
9,191
shares
|
$494,567
0.05% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
9,115
shares
|
$490,478
0.0% of portfolio
|
Q1 2025
Added 25.48%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
9,042
shares
|
$486,550
0.04% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
8,959
shares
|
$482,083
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
8,945
shares
|
$481,330
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
8,935
shares
|
$480,792
0.01% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Melia Wealth LLC
Tulsa, OK |
May 07, 2025 Q1 2025 |
8,934
shares
|
$480,738
0.24% of portfolio
|
Q1 2025
Added 33.42%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
8,922
shares
|
$480,092
0.07% of portfolio
|
Q1 2025
Added 78.15%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
8,894
shares
|
$478,586
0.23% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
8,885
shares
|
$478,101
0.2% of portfolio
|
Q1 2024
Reduced 13.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
8,853
shares
|
$476,379
0.0% of portfolio
|
Q1 2025
Added 34.3%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
8,838
shares
|
$475,572
0.1% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
8,740
shares
|
$470,299
0.04% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
8,651
shares
|
$465,510
0.06% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
8,637
shares
|
$464,756
0.12% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
8,540
shares
|
$459,537
0.08% of portfolio
|
Q3 2024
Added 24.13%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,479
shares
|
$456,254
0.04% of portfolio
|
Q2 2025
Added 50.02%
|