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 |
|---|---|---|---|---|---|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
8,469
shares
|
$455,716
0.13% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
8,465
shares
|
$455,501
0.03% of portfolio
|
Q1 2025
Reduced 23.22%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
8,335
shares
|
$448,506
0.21% of portfolio
|
Q4 2024
Reduced 49.76%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
8,313
shares
|
$447,322
0.03% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
8,268
shares
|
$444,901
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,250
shares
|
$443,932
0.21% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
8,208
shares
|
$441,672
0.07% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
8,195
shares
|
$440,972
0.13% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
8,150
shares
|
$438,551
0.11% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
7,963
shares
|
$428,489
0.28% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
7,957
shares
|
$428,166
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
7,956
shares
|
$428,112
0.22% of portfolio
|
Q1 2025
Added 31.81%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
7,955
shares
|
$428,058
0.03% of portfolio
|
Q2 2025
Added 31.16%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
7,894
shares
|
$424,776
0.09% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
7,857
shares
|
$422,785
0.25% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
7,790
shares
|
$419,179
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
7,581
shares
|
$407,933
0.19% of portfolio
|
Q1 2025
Added 78.25%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
7,515
shares
|
$404,382
0.16% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
7,422
shares
|
$399,377
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
7,397
shares
|
$398,032
0.5% of portfolio
|
Q1 2025
Reduced 76.62%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
7,364
shares
|
$396,256
0.09% of portfolio
|
Q1 2025
Added 36.7%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
7,364
shares
|
$396,256
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
7,355
shares
|
$395,772
0.04% of portfolio
|
Q2 2025
Added 21.97%
|
|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
7,323
shares
|
$394,050
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
7,320
shares
|
$393,889
0.23% of portfolio
|
Q1 2025
New holding
|