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 |
|---|---|---|---|---|---|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
48,955
shares
|
$2.83 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
48,763
shares
|
$2.82 Million
1.29% of portfolio
|
Q3 2025
Added 20.81%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
48,394
shares
|
$2.8 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
47,552
shares
|
$2.75 Million
1.45% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
47,213
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2025
Added 193.91%
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
47,078
shares
|
$2.72 Million
3.03% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
46,933
shares
|
$2.71 Million
0.89% of portfolio
|
Q3 2025
Added 12.37%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
46,747
shares
|
$2.7 Million
0.04% of portfolio
|
Q3 2025
Added 281.64%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
45,776
shares
|
$2.65 Million
1.87% of portfolio
|
Q3 2025
Added 25.05%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
45,501
shares
|
$2.63 Million
1.8% of portfolio
|
Q4 2025
Added 5.29%
|
|
|
Planning Directions Inc
|
Jan 20, 2026 Q4 2025 |
45,467
shares
|
$2.63 Million
1.37% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Concorde Financial Corp
Dallas, TX |
Nov 14, 2025 Q3 2025 |
45,309
shares
|
$2.62 Million
1.57% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
44,652
shares
|
$2.58 Million
0.87% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
44,608
shares
|
$2.58 Million
0.17% of portfolio
|
Q3 2025
Added 41.44%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
44,536
shares
|
$2.58 Million
1.87% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
44,471
shares
|
$2.57 Million
0.84% of portfolio
|
Q4 2025
Added 4.21%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
43,869
shares
|
$2.54 Million
0.1% of portfolio
|
Q3 2025
Added 10.12%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
43,059
shares
|
$2.49 Million
0.29% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
43,023
shares
|
$2.49 Million
0.16% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
42,843
shares
|
$2.48 Million
1.78% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
42,838
shares
|
$2.48 Million
0.22% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
42,790
shares
|
$2.47 Million
0.17% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
42,538
shares
|
$2.46 Million
0.52% of portfolio
|
Q4 2025
Added 1.7%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
42,388
shares
|
$2.45 Million
0.17% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
42,229
shares
|
$2.44 Million
0.7% of portfolio
|
Q3 2025
Added 9.54%
|
|