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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
60,483
shares
|
$3.5 Million
0.02% of portfolio
|
Q3 2025
Added 42.9%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
60,419
shares
|
$3.49 Million
0.04% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
58,631
shares
|
$3.39 Million
0.18% of portfolio
|
Q4 2025
Added 10.97%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
58,616
shares
|
$3.39 Million
0.01% of portfolio
|
Q3 2025
Added 52.48%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
56,925
shares
|
$3.29 Million
0.53% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
56,793
shares
|
$3.28 Million
0.28% of portfolio
|
Q4 2025
Reduced 11.6%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
56,422
shares
|
$3.26 Million
0.46% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
55,994
shares
|
$3.24 Million
1.18% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
55,816
shares
|
$3.23 Million
1.58% of portfolio
|
Q3 2025
Added 24.23%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
55,375
shares
|
$3.2 Million
0.64% of portfolio
|
Q3 2025
Added 138.33%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
54,369
shares
|
$3.14 Million
0.13% of portfolio
|
Q3 2025
Reduced 44.86%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 15, 2026 Q4 2025 |
54,324
shares
|
$3.14 Million
1.97% of portfolio
|
Q4 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
53,434
shares
|
$3.09 Million
0.12% of portfolio
|
Q3 2025
Added 41.93%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
53,414
shares
|
$3.09 Million
1.26% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
53,349
shares
|
$3.08 Million
0.69% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Jan 21, 2026 Q4 2025 |
53,300
shares
|
$3.08 Million
2.64% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 22, 2026 Q4 2025 |
52,671
shares
|
$3.05 Million
3.13% of portfolio
|
Q4 2025
Added 22.36%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
52,098
shares
|
$3.01 Million
0.8% of portfolio
|
Q1 2025
Added 32.92%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
51,242
shares
|
$2.96 Million
0.99% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
51,136
shares
|
$2.96 Million
0.53% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
50,924
shares
|
$2.94 Million
0.35% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
50,378
shares
|
$2.91 Million
0.95% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
49,650
shares
|
$2.87 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
49,593
shares
|
$2.87 Million
1.58% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
49,166
shares
|
$2.84 Million
0.84% of portfolio
|
Q3 2025
Added 26.52%
|
|