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 |
|---|---|---|---|---|---|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
8,969
shares
|
$518,587
0.12% of portfolio
|
Q3 2025
Added 27.02%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
8,916
shares
|
$515,523
0.3% of portfolio
|
Q3 2025
Reduced 71.35%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
8,900
shares
|
$514,598
0.14% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
8,894
shares
|
$514,251
0.23% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
8,885
shares
|
$513,730
0.2% of portfolio
|
Q1 2024
Reduced 13.11%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
8,877
shares
|
$513,268
0.06% of portfolio
|
Q2 2025
Added 72.17%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
8,820
shares
|
$509,972
0.09% of portfolio
|
Q4 2025
Added 9.33%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
8,802
shares
|
$508,931
0.27% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
8,773
shares
|
$507,254
0.21% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
8,652
shares
|
$500,258
0.05% of portfolio
|
Q3 2025
Added 21.13%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
8,619
shares
|
$498,350
0.04% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
8,615
shares
|
$498,119
0.37% of portfolio
|
Q3 2025
Added 20.59%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
8,597
shares
|
$497,078
0.06% of portfolio
|
Q4 2025
Reduced 4.9%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
8,561
shares
|
$494,997
0.0% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
8,524
shares
|
$492,857
0.17% of portfolio
|
Q3 2025
Added 93.38%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jan 21, 2026 Q4 2025 |
8,451
shares
|
$488,636
0.15% of portfolio
|
Q4 2025
Added 6.81%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
8,446
shares
|
$488,347
0.08% of portfolio
|
Q3 2025
Added 96.46%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
8,321
shares
|
$481,120
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
8,193
shares
|
$473,719
0.36% of portfolio
|
Q3 2025
Reduced 19.74%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
8,190
shares
|
$473,545
0.04% of portfolio
|
Q3 2025
Reduced 42.73%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
8,116
shares
|
$469,267
0.11% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 23, 2026 Q4 2025 |
8,104
shares
|
$468,573
0.11% of portfolio
|
Q4 2025
Reduced 6.91%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
8,080
shares
|
$467,185
0.1% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
7,987
shares
|
$461,808
0.02% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Oct 30, 2025 Q3 2025 |
7,959
shares
|
$460,189
0.19% of portfolio
|
Q3 2025
Reduced 40.25%
|
|