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 923 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 |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
7,955
shares
|
$459,958
0.03% of portfolio
|
Q2 2025
Added 31.16%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
7,955
shares
|
$459,958
0.18% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
7,907
shares
|
$457,182
0.07% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Private Capital Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
7,886
shares
|
$455,968
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
7,860
shares
|
$454,465
0.01% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
7,553
shares
|
$436,714
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
7,490
shares
|
$433,071
0.12% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
7,430
shares
|
$429,602
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
7,399
shares
|
$427,810
0.2% of portfolio
|
Q3 2025
Added 76.17%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
7,320
shares
|
$423,242
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Davis & Co., Inc.
|
Jan 12, 2026 Q4 2025 |
7,260
shares
|
$419,773
0.26% of portfolio
|
Q4 2025
Added 16.87%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
7,150
shares
|
$413,413
0.21% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
7,148
shares
|
$413,297
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
7,143
shares
|
$413,008
0.29% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
7,090
shares
|
$409,943
0.02% of portfolio
|
Q4 2025
Added 2.19%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
7,068
shares
|
$408,671
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
7,051
shares
|
$407,688
0.03% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
7,000
shares
|
$404,740
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
6,990
shares
|
$404,161
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
6,953
shares
|
$402,022
0.07% of portfolio
|
Q3 2025
Reduced 17.55%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
6,943
shares
|
$401,444
0.02% of portfolio
|
Q3 2025
Added 14.89%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
6,929
shares
|
$400,634
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
6,900
shares
|
$398,958
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
6,884
shares
|
$398,032
0.07% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Nov 03, 2025 Q3 2025 |
6,809
shares
|
$393,696
0.17% of portfolio
|
Q3 2025
New holding
|
|