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 |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
10,065
shares
|
$581,958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
10,065
shares
|
$581,958
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
10,055
shares
|
$581,380
0.15% of portfolio
|
Q4 2025
Reduced 20.65%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
10,047
shares
|
$580,917
0.18% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
9,989
shares
|
$577,563
0.26% of portfolio
|
Q3 2025
Added 25.55%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,956
shares
|
$575,655
0.0% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
9,898
shares
|
$572,302
0.03% of portfolio
|
Q4 2025
Added 29.54%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jan 21, 2026 Q4 2025 |
9,846
shares
|
$569,295
0.26% of portfolio
|
Q4 2025
Reduced 70.57%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Jan 20, 2026 Q4 2025 |
9,838
shares
|
$568,833
0.35% of portfolio
|
Q4 2025
Added 4.96%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
9,825
shares
|
$568,081
0.3% of portfolio
|
Q3 2025
Added 104.82%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
9,817
shares
|
$567,618
0.06% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
9,812
shares
|
$567,329
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
9,752
shares
|
$563,860
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
9,728
shares
|
$562,472
0.72% of portfolio
|
Q4 2024
Reduced 27.16%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
9,708
shares
|
$561,316
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
9,699
shares
|
$560,796
0.27% of portfolio
|
Q3 2025
Added 97.98%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
9,670
shares
|
$559,119
0.22% of portfolio
|
Q3 2025
Added 16.02%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
9,662
shares
|
$558,656
0.3% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
9,639
shares
|
$557,326
0.22% of portfolio
|
Q3 2025
Added 111.29%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
9,619
shares
|
$556,170
0.14% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
9,449
shares
|
$546,341
0.13% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
9,369
shares
|
$541,715
0.0% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
9,323
shares
|
$539,055
0.02% of portfolio
|
Q4 2025
Added 17.83%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
9,306
shares
|
$538,072
0.05% of portfolio
|
Q4 2025
Added 31.79%
|
|
|
Independent Investors Inc
|
Jan 15, 2026 Q4 2025 |
9,120
shares
|
$527,318
0.1% of portfolio
|
Q4 2025
Added 0.83%
|
|