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 |
|---|---|---|---|---|---|
|
Rwq Financial Management Services, Inc.
|
Oct 23, 2025 Q3 2025 |
3,500
shares
|
$202,370
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
3,500
shares
|
$202,370
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
3,487
shares
|
$201,618
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
3,480
shares
|
$201,213
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
3,329
shares
|
$192,482
0.02% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,000
shares
|
$173,460
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
3,000
shares
|
$173,460
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,988
shares
|
$172,766
0.0% of portfolio
|
Q3 2025
Added 81.97%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
2,981
shares
|
$172,361
0.04% of portfolio
|
Q4 2025
Added 90.72%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,893
shares
|
$167,273
0.05% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
2,799
shares
|
$161,838
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
2,747
shares
|
$158,831
0.02% of portfolio
|
Q3 2025
Reduced 16.25%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
2,731
shares
|
$157,906
0.01% of portfolio
|
Q4 2025
Added 22.19%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
2,691
shares
|
$155,593
0.05% of portfolio
|
Q3 2025
Reduced 47.01%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
2,437
shares
|
$140,907
0.03% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
2,415
shares
|
$139,635
0.04% of portfolio
|
Q3 2025
Added 18.21%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
2,307
shares
|
$133,390
0.09% of portfolio
|
Q2 2025
Reduced 89.73%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
2,237
shares
|
$129,343
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,200
shares
|
$127,204
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
2,200
shares
|
$127,204
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
2,120
shares
|
$122,578
0.03% of portfolio
|
Q3 2025
Added 173.9%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,081
shares
|
$120,323
0.04% of portfolio
|
Q4 2024
Added 26.2%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
2,036
shares
|
$117,721
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
2,000
shares
|
$115,640
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
1,882
shares
|
$108,817
0.03% of portfolio
|
Q4 2024
New holding
|
|