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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
31,300
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2025
Reduced 35.86%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
31,120
shares
|
$1.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
30,938
shares
|
$1.79 Million
1.17% of portfolio
|
Q3 2025
Added 53.55%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
30,742
shares
|
$1.78 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
30,740
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.19%
|
|
|
Qp Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
30,667
shares
|
$1.77 Million
1.66% of portfolio
|
Q4 2025
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
30,409
shares
|
$1.76 Million
0.43% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
30,316
shares
|
$1.75 Million
0.14% of portfolio
|
Q3 2025
Added 15.6%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
30,172
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
30,143
shares
|
$1.74 Million
0.14% of portfolio
|
Q4 2025
Reduced 5.96%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
30,130
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Added 16.14%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
29,245
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
28,993
shares
|
$1.68 Million
1.37% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2025 Q3 2025 |
28,790
shares
|
$1.66 Million
1.23% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
28,693
shares
|
$1.66 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
28,356
shares
|
$1.64 Million
0.17% of portfolio
|
Q3 2025
Added 17.39%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
28,282
shares
|
$1.64 Million
0.07% of portfolio
|
Q3 2025
Added 14.04%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
28,280
shares
|
$1.64 Million
0.26% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
28,140
shares
|
$1.63 Million
0.16% of portfolio
|
Q4 2025
Added 0.36%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
28,070
shares
|
$1.62 Million
0.15% of portfolio
|
Q4 2025
Added 49.87%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
28,023
shares
|
$1.62 Million
0.69% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
28,017
shares
|
$1.62 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
27,902
shares
|
$1.61 Million
0.19% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
27,900
shares
|
$1.61 Million
0.13% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
27,850
shares
|
$1.61 Million
0.5% of portfolio
|
Q3 2025
Reduced 4.61%
|
|