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 |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
949
shares
|
$54,871
0.05% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
871
shares
|
$50,361
0.01% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
802
shares
|
$46,371
0.02% of portfolio
|
Q2 2025
Added 59.76%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
800
shares
|
$46,256
0.01% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
800
shares
|
$46,256
0.03% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
778
shares
|
$44,983
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
728
shares
|
$42,092
0.0% of portfolio
|
Q3 2025
Reduced 67.21%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
720
shares
|
$41,630
0.01% of portfolio
|
Q4 2025
Reduced 93.16%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
717
shares
|
$41,456
0.0% of portfolio
|
Q4 2024
Added 25.79%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
689
shares
|
$39,837
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
685
shares
|
$39,606
0.01% of portfolio
|
Q2 2024
Added 13.22%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
671
shares
|
$38,797
0.01% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
584
shares
|
$33,766
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
564
shares
|
$32,610
0.0% of portfolio
|
Q3 2025
Added 164.79%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
523
shares
|
$30,239
0.0% of portfolio
|
Q3 2025
Reduced 39.4%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
500
shares
|
$28,910
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
487
shares
|
$28,158
0.01% of portfolio
|
Q3 2025
Reduced 8.29%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
467
shares
|
$27,001
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
434
shares
|
$25,093
0.0% of portfolio
|
Q1 2025
Reduced 17.8%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
433
shares
|
$25,036
0.01% of portfolio
|
Q4 2024
Reduced 83.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
417
shares
|
$24,110
0.0% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
411
shares
|
$23,764
0.0% of portfolio
|
Q3 2025
Reduced 29.26%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
405
shares
|
$23,417
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
398
shares
|
$23,012
0.01% of portfolio
|
Q3 2025
Added 19.52%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
357
shares
|
$20,641
0.0% of portfolio
|
Q2 2025
Reduced 27.29%
|
|