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 |
|---|---|---|---|---|---|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
15,560
shares
|
$899,679
0.04% of portfolio
|
Q4 2025
Reduced 0.55%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
15,430
shares
|
$892,162
0.01% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
15,373
shares
|
$888,866
0.57% of portfolio
|
Q3 2025
Reduced 12.74%
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
15,255
shares
|
$882,044
0.68% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
15,195
shares
|
$878,574
0.2% of portfolio
|
Q3 2025
Reduced 54.31%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
15,184
shares
|
$877,938
0.74% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
15,146
shares
|
$875,741
0.2% of portfolio
|
Q4 2023
Added 96.17%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
15,000
shares
|
$867,300
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
14,983
shares
|
$866,317
0.06% of portfolio
|
Q3 2025
Added 39.05%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
14,905
shares
|
$861,807
0.15% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
14,843
shares
|
$858,222
0.47% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
14,838
shares
|
$857,933
0.01% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
14,572
shares
|
$842,553
0.06% of portfolio
|
Q3 2023
Added 3.44%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
14,527
shares
|
$839,951
0.18% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
14,512
shares
|
$839,083
0.49% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
14,315
shares
|
$827,693
0.36% of portfolio
|
Q4 2025
Added 5.15%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
14,314
shares
|
$827,635
0.02% of portfolio
|
Q3 2025
Reduced 30.16%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
14,237
shares
|
$823,183
0.2% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
14,222
shares
|
$822,316
0.3% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
14,215
shares
|
$821,911
0.68% of portfolio
|
Q3 2025
Reduced 63.54%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
14,086
shares
|
$814,452
0.0% of portfolio
|
Q3 2025
Reduced 33.8%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
14,078
shares
|
$813,989
0.25% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
14,031
shares
|
$811,272
0.04% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
14,020
shares
|
$810,636
0.35% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
13,991
shares
|
$808,959
0.22% of portfolio
|
Q4 2025
Added 0.24%
|
|