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 |
|---|---|---|---|---|---|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
117,244
shares
|
$6.31 Million
1.21% of portfolio
|
Q1 2025
Added 21.53%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
115,056
shares
|
$6.19 Million
0.07% of portfolio
|
Q1 2025
Added 28.84%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
113,899
shares
|
$6.13 Million
5.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jul 10, 2025 Q2 2025 |
113,207
shares
|
$6.09 Million
4.74% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
112,914
shares
|
$6.08 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
112,368
shares
|
$6.05 Million
0.12% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
111,007
shares
|
$5.97 Million
0.14% of portfolio
|
Q4 2024
Added 282.15%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
110,985
shares
|
$5.97 Million
0.02% of portfolio
|
Q1 2025
Added 37.53%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
109,772
shares
|
$5.91 Million
2.54% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
107,473
shares
|
$5.78 Million
2.81% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
106,694
shares
|
$5.74 Million
1.45% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
104,301
shares
|
$5.61 Million
0.15% of portfolio
|
Q1 2025
Added 17.59%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
103,964
shares
|
$5.59 Million
0.79% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
103,659
shares
|
$5.58 Million
0.01% of portfolio
|
Q1 2025
Added 131.99%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
103,081
shares
|
$5.55 Million
1.71% of portfolio
|
Q1 2025
Added 19.21%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
100,786
shares
|
$5.42 Million
2.84% of portfolio
|
Q1 2025
Added 32.4%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
100,229
shares
|
$5.39 Million
0.33% of portfolio
|
Q1 2025
Added 44.45%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
99,214
shares
|
$5.34 Million
1.38% of portfolio
|
Q1 2025
Added 49.69%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
97,766
shares
|
$5.26 Million
5.37% of portfolio
|
Q2 2025
New holding
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
97,623
shares
|
$5.25 Million
3.21% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
96,779
shares
|
$5.21 Million
0.01% of portfolio
|
Q3 2023
Reduced 10.77%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
95,858
shares
|
$5.16 Million
1.32% of portfolio
|
Q1 2025
Reduced 26.47%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
93,887
shares
|
$5.05 Million
0.87% of portfolio
|
Q1 2025
Added 231.35%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
93,622
shares
|
$5.04 Million
0.18% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
93,445
shares
|
$5.03 Million
0.32% of portfolio
|
Q2 2025
Reduced 10.61%
|