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 |
|---|---|---|---|---|---|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
4,240
shares
|
$245,156
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
4,228
shares
|
$244,462
0.03% of portfolio
|
Q4 2025
Added 93.59%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
4,227
shares
|
$244,405
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
4,218
shares
|
$243,884
0.13% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,202
shares
|
$242,959
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Waller Financial Planning Group, Inc
|
Jan 13, 2026 Q4 2025 |
4,200
shares
|
$242,844
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
4,158
shares
|
$240,415
0.09% of portfolio
|
Q3 2025
Reduced 45.44%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
4,157
shares
|
$240,357
0.01% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
4,135
shares
|
$239,085
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
4,120
shares
|
$238,218
0.17% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
4,100
shares
|
$237,062
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
4,079
shares
|
$235,847
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
4,049
shares
|
$234,113
0.08% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
4,017
shares
|
$232,262
0.0% of portfolio
|
Q3 2025
Reduced 14.17%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
4,000
shares
|
$231,280
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
4,000
shares
|
$231,280
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
4,000
shares
|
$231,280
0.1% of portfolio
|
Q3 2025
Reduced 17.39%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
4,000
shares
|
$231,280
0.1% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 16, 2026 Q4 2025 |
3,969
shares
|
$229,487
0.24% of portfolio
|
Q4 2025
Reduced 8.86%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,955
shares
|
$228,678
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
3,955
shares
|
$228,678
0.0% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
3,950
shares
|
$228,389
0.19% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
3,950
shares
|
$228,389
0.01% of portfolio
|
Q1 2025
Reduced 24.76%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
3,926
shares
|
$227,001
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Rivers Group
|
Jan 07, 2026 Q4 2025 |
3,921
shares
|
$226,712
0.1% of portfolio
|
Q4 2025
Added 0.15%
|
|