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 |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
19,077
shares
|
$1.1 Million
0.12% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Ethos Capital Management, Inc.
Newtown, PA |
Jan 21, 2026 Q4 2025 |
19,014
shares
|
$1.1 Million
1.04% of portfolio
|
Q4 2025
New holding
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Nov 05, 2025 Q3 2025 |
18,992
shares
|
$1.1 Million
0.4% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
18,945
shares
|
$1.1 Million
0.18% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
18,783
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
18,640
shares
|
$1.08 Million
0.14% of portfolio
|
Q3 2025
Added 142.8%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,558
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
18,541
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.35%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
18,460
shares
|
$1.07 Million
0.44% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
18,419
shares
|
$1.06 Million
0.15% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
18,128
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
18,068
shares
|
$1.04 Million
0.23% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
18,021
shares
|
$1.04 Million
0.36% of portfolio
|
Q4 2025
Reduced 1.57%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
17,905
shares
|
$1.04 Million
0.12% of portfolio
|
Q4 2025
Added 11.68%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
17,898
shares
|
$1.03 Million
0.12% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
17,860
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
17,809
shares
|
$1.03 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
17,640
shares
|
$1.02 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
17,605
shares
|
$1.02 Million
0.69% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
17,603
shares
|
$1.02 Million
0.66% of portfolio
|
Q3 2025
Added 18.62%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
17,439
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
17,100
shares
|
$988,722
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
17,045
shares
|
$985,541
0.01% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
16,919
shares
|
$978,256
0.26% of portfolio
|
Q3 2025
Added 141.84%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
16,917
shares
|
$978,140
0.49% of portfolio
|
Q1 2025
Reduced 27.9%
|
|