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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
27,796
shares
|
$1.61 Million
0.16% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
27,631
shares
|
$1.6 Million
0.07% of portfolio
|
Q3 2025
Added 39.11%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
27,502
shares
|
$1.59 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Marks Wealth, LLC
|
Oct 28, 2025 Q3 2025 |
27,313
shares
|
$1.58 Million
0.49% of portfolio
|
Q3 2025
Reduced 24.56%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
27,109
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
26,175
shares
|
$1.51 Million
0.37% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
26,138
shares
|
$1.51 Million
0.84% of portfolio
|
Q3 2025
Reduced 20.67%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
25,595
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2025
Added 160.43%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
25,465
shares
|
$1.47 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
25,358
shares
|
$1.47 Million
0.17% of portfolio
|
Q4 2025
Reduced 53.46%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
25,244
shares
|
$1.46 Million
0.06% of portfolio
|
Q4 2025
Reduced 60.92%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
25,231
shares
|
$1.46 Million
0.75% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Brown Miller Wealth Management, LLC
|
Jan 23, 2026 Q4 2025 |
24,982
shares
|
$1.44 Million
0.42% of portfolio
|
Q4 2025
Added 3.06%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 21, 2026 Q4 2025 |
24,885
shares
|
$1.44 Million
1.33% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
24,846
shares
|
$1.44 Million
0.6% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
24,735
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
24,701
shares
|
$1.43 Million
0.33% of portfolio
|
Q3 2025
Reduced 75.97%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 20, 2026 Q4 2025 |
24,290
shares
|
$1.4 Million
0.58% of portfolio
|
Q4 2025
Added 12.11%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
24,164
shares
|
$1.4 Million
0.52% of portfolio
|
Q3 2025
Reduced 21.26%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
23,979
shares
|
$1.39 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
23,713
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2025
Added 16.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
23,397
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Added 9.53%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
23,395
shares
|
$1.35 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,185
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
23,034
shares
|
$1.33 Million
0.46% of portfolio
|
Q3 2025
Added 9.82%
|
|