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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
12,747
shares
|
$737,031
0.12% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
12,605
shares
|
$728,821
0.06% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
12,586
shares
|
$727,722
0.13% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
12,584
shares
|
$727,606
0.29% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
12,496
shares
|
$722,518
0.01% of portfolio
|
Q3 2025
Reduced 11.86%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
12,496
shares
|
$722,518
0.09% of portfolio
|
Q3 2025
Reduced 35.41%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
12,452
shares
|
$719,974
0.41% of portfolio
|
Q4 2025
Reduced 12.06%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
12,440
shares
|
$719,280
0.06% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
12,393
shares
|
$716,563
0.09% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Nov 12, 2025 Q3 2025 |
12,207
shares
|
$705,808
0.18% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
12,202
shares
|
$705,519
0.02% of portfolio
|
Q4 2025
Reduced 49.87%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
12,202
shares
|
$705,519
0.16% of portfolio
|
Q4 2025
Added 16.99%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
12,132
shares
|
$701,472
0.33% of portfolio
|
Q3 2025
Reduced 34.24%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
12,112
shares
|
$700,315
0.05% of portfolio
|
Q3 2025
Added 26.05%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
12,000
shares
|
$693,840
0.0% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 20, 2026 Q4 2025 |
11,910
shares
|
$688,636
0.24% of portfolio
|
Q4 2025
Reduced 44.8%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
11,901
shares
|
$688,115
0.59% of portfolio
|
Q3 2025
Added 14.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
11,883
shares
|
$687,075
0.01% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
11,768
shares
|
$680,425
0.13% of portfolio
|
Q4 2025
Reduced 3.64%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
11,750
shares
|
$679,385
0.41% of portfolio
|
Q4 2025
Added 2.18%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
11,642
shares
|
$673,140
0.56% of portfolio
|
Q3 2025
Reduced 26.15%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
11,602
shares
|
$670,827
0.28% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
11,600
shares
|
$670,712
0.2% of portfolio
|
Q1 2024
Added 76.51%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
11,475
shares
|
$663,484
0.35% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
11,425
shares
|
$660,593
0.16% of portfolio
|
Q4 2025
Reduced 5.71%
|
|