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 871 institutions that hold shares in the stock, with a total of 164 Million shares, which have been reported (via 13F filing form) to have a value of $9.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Anderson Financial Strategies, LLC
Dayton, OH |
Aug 11, 2025 Q2 2025 |
38,666
shares
|
$2.21 Million
1.34% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
38,550
shares
|
$2.2 Million
0.66% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
38,395
shares
|
$2.19 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
38,388
shares
|
$2.19 Million
0.75% of portfolio
|
Q3 2025
Reduced 11.52%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
38,104
shares
|
$2.18 Million
0.16% of portfolio
|
Q2 2025
Reduced 13.61%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
38,104
shares
|
$2.18 Million
0.51% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
38,074
shares
|
$2.17 Million
1.64% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Oct 08, 2025 Q3 2025 |
37,680
shares
|
$2.15 Million
1.86% of portfolio
|
Q3 2025
Reduced 66.72%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
37,649
shares
|
$2.15 Million
0.08% of portfolio
|
Q2 2025
Added 161.56%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Oct 23, 2025 Q3 2025 |
37,346
shares
|
$2.13 Million
1.74% of portfolio
|
Q3 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
37,317
shares
|
$2.13 Million
0.32% of portfolio
|
Q2 2025
Added 354.64%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Jul 31, 2025 Q2 2025 |
37,000
shares
|
$2.11 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
36,770
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
36,606
shares
|
$2.09 Million
1.64% of portfolio
|
Q1 2025
Added 17.21%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
36,492
shares
|
$2.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
36,483
shares
|
$2.08 Million
0.23% of portfolio
|
Q3 2025
Added 24.4%
|
|
|
Marks Wealth, LLC
|
Jul 18, 2025 Q2 2025 |
36,204
shares
|
$2.07 Million
0.64% of portfolio
|
Q2 2025
Added 45.01%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
36,166
shares
|
$2.07 Million
0.95% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
35,974
shares
|
$2.05 Million
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
35,665
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
35,513
shares
|
$2.03 Million
1.11% of portfolio
|
Q2 2025
Added 26.44%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
35,095
shares
|
$2 Million
0.03% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
34,785
shares
|
$1.99 Million
0.25% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
34,613
shares
|
$1.98 Million
0.03% of portfolio
|
Q2 2025
Added 46.93%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
34,588
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2025
Added 23.89%
|