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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
3,916
shares
|
$226,423
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
3,900
shares
|
$225,498
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
3,886
shares
|
$224,688
0.03% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
3,829
shares
|
$221,392
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,822
shares
|
$220,988
0.0% of portfolio
|
Q3 2025
Reduced 75.83%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
3,820
shares
|
$220,872
0.08% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
3,770
shares
|
$217,981
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
3,766
shares
|
$217,750
0.01% of portfolio
|
Q3 2025
Reduced 22.61%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
3,750
shares
|
$216,825
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
3,740
shares
|
$216,246
0.27% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
3,700
shares
|
$213,934
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,640
shares
|
$210,464
0.01% of portfolio
|
Q3 2025
Reduced 29.74%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,614
shares
|
$208,961
0.03% of portfolio
|
Q3 2025
Added 231.26%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
3,609
shares
|
$208,672
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
3,602
shares
|
$208,267
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
3,600
shares
|
$208,152
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
3,587
shares
|
$207,400
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
3,578
shares
|
$206,879
0.06% of portfolio
|
Q3 2025
Reduced 15.67%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,576
shares
|
$206,764
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
3,560
shares
|
$205,839
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
3,558
shares
|
$205,723
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
3,531
shares
|
$204,162
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 16, 2026 Q4 2025 |
3,528
shares
|
$203,988
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
3,503
shares
|
$202,543
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
3,502
shares
|
$202,485
0.01% of portfolio
|
Q4 2025
Added 258.08%
|
|