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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,872
shares
|
$108,239
0.0% of portfolio
|
Q3 2025
Added 1227.66%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
1,828
shares
|
$105,694
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
1,820
shares
|
$105,232
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,750
shares
|
$101,185
0.06% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1,741
shares
|
$100,664
0.02% of portfolio
|
Q3 2025
Added 47.29%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,709
shares
|
$98,814
0.0% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
1,687
shares
|
$97,542
0.02% of portfolio
|
Q3 2025
Added 10.62%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,647
shares
|
$95,229
0.0% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
1,630
shares
|
$94,246
0.04% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
1,601
shares
|
$92,569
0.0% of portfolio
|
Q4 2025
Added 18.5%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
1,593
shares
|
$92,107
0.02% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
1,527
shares
|
$88,291
0.07% of portfolio
|
Q3 2025
Reduced 32.94%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
1,494
shares
|
$86,383
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,463
shares
|
$84,590
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,410
shares
|
$81,526
0.03% of portfolio
|
Q1 2024
Added 239.76%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,389
shares
|
$80,311
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,353
shares
|
$78,230
0.05% of portfolio
|
Q2 2024
Reduced 54.75%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
1,258
shares
|
$72,737
0.02% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
1,195
shares
|
$69,094
0.01% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
1,115
shares
|
$64,469
0.02% of portfolio
|
Q3 2025
Reduced 42.38%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
1,056
shares
|
$61,057
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
1,050
shares
|
$60,711
0.02% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
1,046
shares
|
$60,479
0.02% of portfolio
|
Q1 2025
Added 31.41%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
1,000
shares
|
$57,820
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,000
shares
|
$57,820
0.02% of portfolio
|
Q1 2024
Reduced 17.01%
|
|