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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
156,795
shares
|
$8.44 Million
0.01% of portfolio
|
Q1 2025
Added 90.62%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
156,729
shares
|
$8.43 Million
4.17% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
153,794
shares
|
$8.28 Million
2.04% of portfolio
|
Q1 2025
Added 50.07%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
147,639
shares
|
$7.94 Million
2.1% of portfolio
|
Q2 2025
Reduced 17.74%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
141,928
shares
|
$7.64 Million
0.11% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
139,472
shares
|
$7.5 Million
2.47% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
136,007
shares
|
$7.32 Million
2.49% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
135,833
shares
|
$7.31 Million
1.68% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
134,890
shares
|
$7.26 Million
3.12% of portfolio
|
Q2 2025
Added 25.01%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
May 01, 2025 Q1 2025 |
134,432
shares
|
$7.23 Million
6.56% of portfolio
|
Q1 2025
Reduced 13.5%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
133,541
shares
|
$7.19 Million
2.33% of portfolio
|
Q1 2025
Added 16.85%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
133,093
shares
|
$7.16 Million
0.15% of portfolio
|
Q1 2025
Added 28.2%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
131,607
shares
|
$7.08 Million
2.85% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
129,696
shares
|
$6.98 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Tiptree Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
129,350
shares
|
$6.96 Million
5.54% of portfolio
|
Q1 2025
Added 44.77%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
126,175
shares
|
$6.79 Million
0.03% of portfolio
|
Q1 2025
Added 21.11%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
124,782
shares
|
$6.71 Million
1.03% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
122,266
shares
|
$6.58 Million
0.1% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
121,940
shares
|
$6.56 Million
1.1% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
120,827
shares
|
$6.5 Million
0.29% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
119,665
shares
|
$6.44 Million
1.92% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
119,466
shares
|
$6.43 Million
0.41% of portfolio
|
Q1 2025
Added 111.61%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
117,935
shares
|
$6.35 Million
2.81% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
117,618
shares
|
$6.33 Million
5.59% of portfolio
|
Q2 2025
Added 45.87%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
117,543
shares
|
$6.32 Million
0.47% of portfolio
|
Q1 2025
Added 37.47%
|