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 |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,616
shares
|
$382,537
0.03% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
6,500
shares
|
$375,830
0.07% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
6,470
shares
|
$374,095
0.06% of portfolio
|
Q4 2025
Reduced 11.49%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
6,435
shares
|
$372,071
0.28% of portfolio
|
Q3 2025
Added 43.32%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
6,400
shares
|
$370,048
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
6,394
shares
|
$369,701
0.04% of portfolio
|
Q3 2025
Reduced 11.56%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
6,340
shares
|
$366,578
0.07% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
6,255
shares
|
$361,664
0.03% of portfolio
|
Q3 2025
Reduced 14.96%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,244
shares
|
$361,028
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
6,218
shares
|
$359,524
0.01% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Raub Brock Capital Management LP
|
Jan 15, 2026 Q4 2025 |
6,163
shares
|
$356,344
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,150
shares
|
$355,593
0.25% of portfolio
|
Q3 2025
Added 19.42%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
6,147
shares
|
$355,419
0.3% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
6,136
shares
|
$354,783
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
Jan 12, 2026 Q4 2025 |
6,114
shares
|
$353,511
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,111
shares
|
$353,338
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
6,088
shares
|
$352,008
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
6,033
shares
|
$348,828
0.05% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Jan 23, 2026 Q4 2025 |
6,000
shares
|
$346,920
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
5,980
shares
|
$345,763
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
5,959
shares
|
$344,549
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
5,938
shares
|
$343,335
0.0% of portfolio
|
Q4 2025
Added 743.47%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,853
shares
|
$338,420
0.14% of portfolio
|
Q4 2024
Reduced 98.21%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
5,840
shares
|
$337,668
0.07% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
5,834
shares
|
$337,321
0.24% of portfolio
|
Q1 2025
Reduced 21.09%
|
|