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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,832
shares
|
$337,206
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
5,740
shares
|
$331,886
0.01% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
5,739
shares
|
$331,828
0.0% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 23, 2026 Q4 2025 |
5,720
shares
|
$330,730
0.06% of portfolio
|
Q4 2025
Reduced 12.07%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
5,692
shares
|
$329,111
0.09% of portfolio
|
Q2 2025
Added 17.75%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
5,639
shares
|
$326,046
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Nov 13, 2025 Q3 2025 |
5,614
shares
|
$324,601
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,613
shares
|
$324,543
0.19% of portfolio
|
Q3 2025
Added 15.26%
|
|
|
One Advisory Partners, LLC
|
Jan 12, 2026 Q4 2025 |
5,562
shares
|
$321,594
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 23, 2026 Q4 2025 |
5,512
shares
|
$318,703
0.22% of portfolio
|
Q4 2025
Reduced 4.85%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
5,500
shares
|
$318,010
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
5,475
shares
|
$316,564
0.08% of portfolio
|
Q4 2025
Added 3.79%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
5,450
shares
|
$315,119
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
5,440
shares
|
$314,540
0.02% of portfolio
|
Q4 2025
Reduced 9.93%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
5,438
shares
|
$314,425
0.0% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,423
shares
|
$313,557
0.0% of portfolio
|
Q3 2025
Added 23.98%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
5,412
shares
|
$312,921
0.06% of portfolio
|
Q3 2025
Reduced 92.13%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
5,362
shares
|
$310,030
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
5,316
shares
|
$307,371
0.01% of portfolio
|
Q2 2025
Added 24.61%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
5,315
shares
|
$307,313
0.09% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
5,305
shares
|
$306,735
0.02% of portfolio
|
Q3 2025
Added 35.75%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
5,285
shares
|
$305,578
0.01% of portfolio
|
Q4 2025
Added 25.65%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
5,281
shares
|
$305,347
0.01% of portfolio
|
Q4 2025
Added 28.27%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
5,275
shares
|
$305,000
0.01% of portfolio
|
Q3 2025
Added 38.82%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
5,222
shares
|
$301,936
0.04% of portfolio
|
Q3 2025
Reduced 1.6%
|
|