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 908 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
28,007,112
shares
|
$1.62 Billion
0.11% of portfolio
|
Q3 2025
Added 26.52%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
21,098,943
shares
|
$1.22 Billion
0.08% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
14,293,858
shares
|
$826 Million
0.26% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
11,788,272
shares
|
$682 Million
0.05% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
7,811,438
shares
|
$452 Million
0.09% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
4,441,337
shares
|
$257 Million
0.06% of portfolio
|
Q3 2025
Added 20.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,954,335
shares
|
$229 Million
0.04% of portfolio
|
Q2 2025
Added 23.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,930,950
shares
|
$227 Million
0.08% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
3,895,947
shares
|
$225 Million
0.33% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,574,422
shares
|
$207 Million
0.06% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,394,462
shares
|
$196 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,783,385
shares
|
$161 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
2,693,930
shares
|
$156 Million
0.19% of portfolio
|
Q3 2025
Added 59.45%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
2,630,714
shares
|
$152 Million
2.77% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,988,980
shares
|
$115 Million
0.52% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,665,607
shares
|
$96.3 Million
0.12% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,377,448
shares
|
$79.6 Million
0.08% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,302,995
shares
|
$75.3 Million
0.05% of portfolio
|
Q3 2025
Added 44.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
1,165,507
shares
|
$67.4 Million
0.2% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,152,122
shares
|
$66.6 Million
0.16% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
1,090,035
shares
|
$63 Million
1.07% of portfolio
|
Q3 2025
Added 13.92%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
1,089,958
shares
|
$63 Million
0.31% of portfolio
|
Q3 2025
Added 13.09%
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,065,469
shares
|
$61.6 Million
5.32% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,058,430
shares
|
$61.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,029,437
shares
|
$59.5 Million
0.32% of portfolio
|
Q2 2025
Added 6.21%
|
|