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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
92,457
shares
|
$4.98 Million
0.18% of portfolio
|
Q1 2025
Added 23.3%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
92,096
shares
|
$4.96 Million
0.44% of portfolio
|
Q1 2025
Added 45.64%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
91,619
shares
|
$4.93 Million
2.37% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
91,132
shares
|
$4.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
90,423
shares
|
$4.87 Million
0.98% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
90,134
shares
|
$4.85 Million
0.99% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
89,923
shares
|
$4.84 Million
0.2% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
89,874
shares
|
$4.84 Million
0.38% of portfolio
|
Q2 2025
Added 71.28%
|
|
|
Trinity Legacy Partners, LLC
|
May 14, 2025 Q1 2025 |
89,543
shares
|
$4.82 Million
1.21% of portfolio
|
Q1 2025
Added 13.14%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
88,837
shares
|
$4.78 Million
0.08% of portfolio
|
Q1 2025
Added 25.17%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
88,046
shares
|
$4.74 Million
0.12% of portfolio
|
Q1 2024
Added 49.61%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
85,981
shares
|
$4.63 Million
0.64% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
85,762
shares
|
$4.61 Million
0.76% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
85,580
shares
|
$4.61 Million
2.16% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
85,106
shares
|
$4.58 Million
0.28% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
84,820
shares
|
$4.56 Million
2.18% of portfolio
|
Q1 2025
Added 16.76%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
83,576
shares
|
$4.5 Million
0.26% of portfolio
|
Q1 2025
Added 66.54%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
83,460
shares
|
$4.49 Million
1.27% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
82,441
shares
|
$4.44 Million
0.05% of portfolio
|
Q1 2025
Added 53.16%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
81,331
shares
|
$4.38 Million
0.29% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
81,105
shares
|
$4.36 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
79,905
shares
|
$4.3 Million
3.57% of portfolio
|
Q2 2025
Reduced 13.42%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
79,428
shares
|
$4.27 Million
0.19% of portfolio
|
Q1 2025
Added 32.44%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
78,848
shares
|
$4.24 Million
0.99% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
78,806
shares
|
$4.24 Million
0.04% of portfolio
|
Q2 2025
Added 27.03%
|