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 |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
218,619
shares
|
$11.8 Million
0.48% of portfolio
|
Q1 2025
Added 24.72%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
216,570
shares
|
$11.7 Million
1.07% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
216,173
shares
|
$11.6 Million
20.44% of portfolio
|
Q4 2023
Added 172.61%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
214,925
shares
|
$11.6 Million
0.63% of portfolio
|
Q1 2025
Added 1352.0%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
214,689
shares
|
$11.6 Million
0.03% of portfolio
|
Q1 2025
Added 39.74%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
202,755
shares
|
$10.9 Million
3.36% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
198,430
shares
|
$10.7 Million
5.39% of portfolio
|
Q1 2024
Added 8.52%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
188,861
shares
|
$10.2 Million
0.23% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
188,759
shares
|
$10.2 Million
0.11% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
181,891
shares
|
$9.79 Million
0.35% of portfolio
|
Q4 2024
Reduced 21.53%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
181,623
shares
|
$9.77 Million
2.15% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
181,391
shares
|
$9.76 Million
2.12% of portfolio
|
Q1 2025
Added 23.79%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
179,938
shares
|
$9.68 Million
0.16% of portfolio
|
Q1 2025
Added 19.29%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
177,959
shares
|
$9.58 Million
3.09% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
176,283
shares
|
$9.49 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
174,558
shares
|
$9.39 Million
0.59% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Lighthouse Financial LLC
Largo, FL |
May 12, 2025 Q1 2025 |
171,776
shares
|
$9.24 Million
7.68% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
170,431
shares
|
$9.17 Million
0.29% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
May 15, 2025 Q1 2025 |
169,419
shares
|
$9.12 Million
7.81% of portfolio
|
Q1 2025
Added 24.76%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
167,898
shares
|
$9.03 Million
0.35% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
167,391
shares
|
$9.01 Million
0.36% of portfolio
|
Q2 2025
Added 60.63%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
162,880
shares
|
$8.76 Million
0.61% of portfolio
|
Q2 2025
Added 146.55%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
159,819
shares
|
$8.6 Million
1.18% of portfolio
|
Q2 2023
Added 141.65%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
159,535
shares
|
$8.58 Million
2.45% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
158,087
shares
|
$8.51 Million
2.24% of portfolio
|
Q3 2024
Added 7.75%
|