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 |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
22,898
shares
|
$1.32 Million
0.09% of portfolio
|
Q3 2025
Added 51.77%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
22,763
shares
|
$1.32 Million
0.06% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
22,688
shares
|
$1.31 Million
0.82% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
22,585
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
22,348
shares
|
$1.29 Million
0.82% of portfolio
|
Q3 2025
Reduced 24.32%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
21,638
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2025
Added 32.31%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
21,603
shares
|
$1.25 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
21,601
shares
|
$1.25 Million
0.27% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
21,536
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.91%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
21,368
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
21,289
shares
|
$1.23 Million
0.83% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
21,202
shares
|
$1.23 Million
0.17% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
21,057
shares
|
$1.22 Million
0.13% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
21,016
shares
|
$1.22 Million
0.25% of portfolio
|
Q3 2025
Added 46.24%
|
|
|
Melia Wealth LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
20,967
shares
|
$1.21 Million
0.53% of portfolio
|
Q3 2025
Added 60.04%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
20,887
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2025
Added 2.27%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
20,804
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2025
Reduced 0.99%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
20,427
shares
|
$1.18 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
20,337
shares
|
$1.18 Million
0.35% of portfolio
|
Q4 2025
Reduced 1.61%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
20,294
shares
|
$1.17 Million
0.57% of portfolio
|
Q3 2025
Added 24.23%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
19,906
shares
|
$1.15 Million
0.35% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
19,882
shares
|
$1.15 Million
0.84% of portfolio
|
Q4 2024
Reduced 72.8%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
19,800
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Added 26.61%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
19,379
shares
|
$1.12 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Fny Investment Advisers, LLC
|
Jan 16, 2026 Q4 2025 |
19,167
shares
|
$1.11 Million
0.31% of portfolio
|
Q4 2025
Added 2.13%
|
|