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 |
|---|---|---|---|---|---|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
42,148
shares
|
$2.44 Million
0.33% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
42,096
shares
|
$2.43 Million
0.34% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Jan 07, 2026 Q4 2025 |
41,657
shares
|
$2.41 Million
2.45% of portfolio
|
Q4 2025
Added 32.2%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
41,340
shares
|
$2.39 Million
0.08% of portfolio
|
Q4 2025
Added 6.77%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
41,054
shares
|
$2.37 Million
0.71% of portfolio
|
Q3 2025
Added 28.12%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Nov 12, 2025 Q3 2025 |
41,020
shares
|
$2.37 Million
1.51% of portfolio
|
Q3 2025
Reduced 29.58%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
40,674
shares
|
$2.35 Million
0.8% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
40,509
shares
|
$2.34 Million
0.06% of portfolio
|
Q3 2025
Added 32.27%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
40,475
shares
|
$2.34 Million
0.16% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
39,985
shares
|
$2.31 Million
1.36% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
39,971
shares
|
$2.31 Million
1.67% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
39,839
shares
|
$2.3 Million
0.06% of portfolio
|
Q3 2025
Added 16.87%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
39,205
shares
|
$2.27 Million
0.12% of portfolio
|
Q3 2025
Added 109.23%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
39,096
shares
|
$2.26 Million
0.02% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
38,915
shares
|
$2.25 Million
0.05% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
38,893
shares
|
$2.25 Million
1.47% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
38,877
shares
|
$2.25 Million
0.17% of portfolio
|
Q4 2025
Added 34.85%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
38,388
shares
|
$2.22 Million
0.75% of portfolio
|
Q3 2025
Reduced 11.52%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
38,104
shares
|
$2.2 Million
0.51% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
37,982
shares
|
$2.2 Million
0.48% of portfolio
|
Q4 2025
Reduced 8.69%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
37,686
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2025
Added 42.9%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Oct 23, 2025 Q3 2025 |
37,346
shares
|
$2.16 Million
1.74% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Nov 10, 2025 Q3 2025 |
37,000
shares
|
$2.14 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
36,863
shares
|
$2.13 Million
0.09% of portfolio
|
Q3 2025
Added 31.6%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
36,788
shares
|
$2.13 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.19%
|
|