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 919 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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
5,218
shares
|
$301,704
0.02% of portfolio
|
Q4 2025
Added 36.56%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
5,217
shares
|
$301,646
0.0% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
5,200
shares
|
$300,664
0.05% of portfolio
|
Q4 2025
Added 1.05%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 20, 2026 Q4 2025 |
5,171
shares
|
$298,987
0.04% of portfolio
|
Q3 2025
Reduced 8.41%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
5,168
shares
|
$298,813
0.23% of portfolio
|
Q3 2025
Reduced 30.38%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
5,161
shares
|
$298,409
0.04% of portfolio
|
Q4 2025
Added 34.93%
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
5,153
shares
|
$297,946
0.01% of portfolio
|
Q4 2025
Added 16.87%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
5,131
shares
|
$296,674
0.11% of portfolio
|
Q3 2025
Reduced 35.64%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
5,092
shares
|
$294,419
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
5,071
shares
|
$293,205
0.0% of portfolio
|
Q3 2025
Added 280.42%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Jan 16, 2026 Q4 2025 |
5,070
shares
|
$293,147
0.14% of portfolio
|
Q4 2025
Reduced 22.83%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
5,037
shares
|
$291,239
0.2% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
5,035
shares
|
$291,123
0.02% of portfolio
|
Q4 2025
Reduced 16.71%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
5,028
shares
|
$290,718
0.05% of portfolio
|
Q3 2025
Reduced 43.11%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
5,026
shares
|
$290,603
0.02% of portfolio
|
Q3 2025
Added 1682.27%
|
|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
5,025
shares
|
$290,545
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
5,014
shares
|
$289,909
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 23, 2026 Q4 2025 |
5,000
shares
|
$289,100
0.02% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2026 Q4 2025 |
5,000
shares
|
$289,100
0.16% of portfolio
|
Q4 2025
Reduced 37.5%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$289,100
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
4,956
shares
|
$286,555
0.01% of portfolio
|
Q3 2025
Reduced 13.63%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
4,930
shares
|
$285,052
0.13% of portfolio
|
Q3 2025
Added 20.66%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
4,901
shares
|
$283,375
0.2% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
4,898
shares
|
$283,202
0.02% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
4,863
shares
|
$281,178
0.11% of portfolio
|
Q3 2025
Added 12.05%
|
|