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 |
|---|---|---|---|---|---|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
11,399
shares
|
$659,090
0.2% of portfolio
|
Q4 2025
Reduced 3.46%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
11,370
shares
|
$657,413
0.03% of portfolio
|
Q3 2025
Added 25.75%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
11,350
shares
|
$656,257
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
11,257
shares
|
$650,879
0.29% of portfolio
|
Q3 2025
Reduced 9.84%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
11,227
shares
|
$649,145
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
11,057
shares
|
$639,315
0.04% of portfolio
|
Q4 2025
Added 2.77%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
11,015
shares
|
$636,887
0.02% of portfolio
|
Q4 2025
Reduced 10.55%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
10,950
shares
|
$633,129
0.31% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jan 21, 2026 Q4 2025 |
10,878
shares
|
$628,965
0.04% of portfolio
|
Q4 2025
Added 137.25%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
10,765
shares
|
$622,432
0.06% of portfolio
|
Q3 2025
Added 11.21%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Nov 14, 2025 Q3 2025 |
10,758
shares
|
$622,027
0.94% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
10,650
shares
|
$615,783
0.0% of portfolio
|
Q3 2025
Added 13.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
10,622
shares
|
$614,164
0.0% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
10,593
shares
|
$612,487
0.02% of portfolio
|
Q3 2025
Reduced 21.22%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 23, 2026 Q4 2025 |
10,547
shares
|
$609,827
0.1% of portfolio
|
Q4 2025
Added 10.99%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
10,537
shares
|
$609,249
0.07% of portfolio
|
Q4 2025
Added 1.88%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 23, 2026 Q4 2025 |
10,500
shares
|
$607,110
0.05% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
10,483
shares
|
$606,127
0.22% of portfolio
|
Q3 2025
Reduced 12.43%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
10,466
shares
|
$605,144
0.18% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
10,412
shares
|
$602,021
0.02% of portfolio
|
Q3 2025
Added 18.87%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jan 07, 2026 Q4 2025 |
10,373
shares
|
$599,766
0.67% of portfolio
|
Q4 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
10,301
shares
|
$595,603
0.06% of portfolio
|
Q4 2025
Reduced 6.67%
|
|
|
Bts Asset Management, Inc.
|
Nov 12, 2025 Q3 2025 |
10,249
shares
|
$592,597
0.76% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
10,189
shares
|
$589,127
0.04% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
10,140
shares
|
$586,294
0.05% of portfolio
|
Q3 2025
Reduced 3.35%
|
|