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 |
|---|---|---|---|---|---|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
401,531
shares
|
$21.6 Million
7.57% of portfolio
|
Q2 2025
Added 35.33%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Apr 16, 2025 Q1 2025 |
394,492
shares
|
$21.2 Million
22.86% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
390,008
shares
|
$21 Million
6.65% of portfolio
|
Q1 2025
Added 15.6%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
376,654
shares
|
$20.3 Million
0.39% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
373,089
shares
|
$20.1 Million
8.1% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
367,326
shares
|
$19.8 Million
0.23% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
352,442
shares
|
$19 Million
2.29% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
314,165
shares
|
$16.9 Million
3.57% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
302,891
shares
|
$16.3 Million
10.8% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
298,283
shares
|
$16.1 Million
0.12% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
294,175
shares
|
$15.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
287,752
shares
|
$15.5 Million
2.19% of portfolio
|
Q1 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
263,883
shares
|
$14.2 Million
2.91% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
259,967
shares
|
$14 Million
0.01% of portfolio
|
Q1 2025
Added 55.27%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
258,959
shares
|
$13.9 Million
0.83% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
250,976
shares
|
$13.5 Million
1.97% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
249,572
shares
|
$13.4 Million
0.14% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
245,111
shares
|
$13.2 Million
3.15% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
237,712
shares
|
$12.8 Million
0.52% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
236,868
shares
|
$12.7 Million
0.15% of portfolio
|
Q1 2025
Added 23.72%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
233,630
shares
|
$12.6 Million
3.64% of portfolio
|
Q2 2025
Added 21.34%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
225,427
shares
|
$12.1 Million
8.02% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
225,089
shares
|
$12.1 Million
1.26% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
223,942
shares
|
$12.1 Million
1.79% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
219,931
shares
|
$11.8 Million
5.98% of portfolio
|
Q1 2025
Added 300.36%
|