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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
13,939
shares
|
$805,952
0.0% of portfolio
|
Q3 2025
Added 19.14%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
13,875
shares
|
$802,252
0.0% of portfolio
|
Q3 2025
Added 45.38%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
13,755
shares
|
$795,314
0.45% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
13,750
shares
|
$795,025
0.24% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
13,726
shares
|
$793,637
0.03% of portfolio
|
Q4 2025
Added 69.27%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
13,720
shares
|
$793,290
0.01% of portfolio
|
Q3 2025
Reduced 10.16%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
13,708
shares
|
$792,596
0.33% of portfolio
|
Q3 2025
Added 51.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
13,671
shares
|
$790,457
0.09% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
13,648
shares
|
$789,127
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
13,580
shares
|
$785,195
0.06% of portfolio
|
Q3 2025
Added 40.51%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
13,580
shares
|
$785,195
0.44% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
13,564
shares
|
$784,270
0.05% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
13,517
shares
|
$781,552
0.05% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
13,517
shares
|
$781,552
0.53% of portfolio
|
Q3 2025
Reduced 57.52%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
13,416
shares
|
$775,713
0.17% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
13,399
shares
|
$774,730
0.26% of portfolio
|
Q4 2025
Added 6.94%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
13,339
shares
|
$771,260
0.01% of portfolio
|
Q4 2025
Added 8.32%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
13,272
shares
|
$767,387
0.18% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
13,225
shares
|
$764,669
0.0% of portfolio
|
Q3 2025
Reduced 36.3%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
13,167
shares
|
$761,315
0.0% of portfolio
|
Q3 2025
Added 20.26%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
13,152
shares
|
$760,448
0.1% of portfolio
|
Q3 2025
Added 73.08%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
13,031
shares
|
$753,452
0.21% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 20, 2026 Q4 2025 |
12,921
shares
|
$747,092
0.23% of portfolio
|
Q4 2025
Added 1.89%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
12,888
shares
|
$745,184
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Jan 13, 2026 Q4 2025 |
12,867
shares
|
$743,969
1.54% of portfolio
|
Q4 2025
Added 163.18%
|
|