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 |
|---|---|---|---|---|---|
|
Future Financial Wealth Managment LLC
|
Jan 21, 2026 Q4 2025 |
16,765
shares
|
$969,352
0.66% of portfolio
|
Q4 2025
Added 2.13%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
16,740
shares
|
$967,906
0.01% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
16,685
shares
|
$964,726
0.06% of portfolio
|
Q3 2025
Added 25.24%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
16,618
shares
|
$960,852
0.07% of portfolio
|
Q4 2025
Reduced 0.72%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
16,579
shares
|
$958,597
0.49% of portfolio
|
Q4 2025
Reduced 16.56%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
16,560
shares
|
$957,499
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
16,538
shares
|
$956,227
0.09% of portfolio
|
Q3 2025
Added 16.42%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
16,531
shares
|
$955,822
0.38% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
16,482
shares
|
$952,989
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Jan 23, 2026 Q4 2025 |
16,480
shares
|
$952,873
0.9% of portfolio
|
Q4 2025
Added 85.9%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
16,444
shares
|
$950,792
0.46% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
16,361
shares
|
$945,993
0.39% of portfolio
|
Q4 2025
Added 10.08%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
16,289
shares
|
$941,829
0.65% of portfolio
|
Q1 2025
Added 159.09%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
16,145
shares
|
$933,503
0.03% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
16,118
shares
|
$931,942
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
16,012
shares
|
$925,813
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
15,967
shares
|
$923,211
0.62% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
15,963
shares
|
$922,980
0.4% of portfolio
|
Q3 2025
Added 28.69%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
15,915
shares
|
$920,205
0.03% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 20, 2026 Q4 2025 |
15,914
shares
|
$920,147
0.08% of portfolio
|
Q4 2025
Reduced 1.41%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
15,796
shares
|
$913,324
0.25% of portfolio
|
Q3 2025
Added 24.78%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
15,782
shares
|
$912,515
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 20, 2026 Q4 2025 |
15,771
shares
|
$911,879
0.09% of portfolio
|
Q4 2025
Added 2.01%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
15,661
shares
|
$905,519
0.01% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
15,587
shares
|
$901,240
0.14% of portfolio
|
Q4 2025
Added 307.82%
|
|