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 |
|---|---|---|---|---|---|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
350
shares
|
$20,237
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 16, 2026 Q4 2025 |
335
shares
|
$19,369
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
324
shares
|
$18,733
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
318
shares
|
$18,386
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
307
shares
|
$17,750
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
300
shares
|
$17,346
0.0% of portfolio
|
Q3 2025
Reduced 84.36%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
294
shares
|
$16,999
0.01% of portfolio
|
Q3 2025
Added 149.15%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
290
shares
|
$16,767
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
269
shares
|
$15,553
0.0% of portfolio
|
Q3 2025
Reduced 39.41%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
264
shares
|
$15,264
0.0% of portfolio
|
Q3 2025
Reduced 64.47%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
260
shares
|
$15,033
0.01% of portfolio
|
Q4 2025
Added 1.96%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
250
shares
|
$14,455
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
237
shares
|
$13,703
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200
shares
|
$11,564
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
200
shares
|
$11,564
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
200
shares
|
$11,564
0.01% of portfolio
|
Q3 2025
Reduced 88.01%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
199
shares
|
$11,506
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
193
shares
|
$11,159
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
192
shares
|
$11,101
0.0% of portfolio
|
Q3 2025
Reduced 83.48%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
186
shares
|
$10,754
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
175
shares
|
$10,118
0.0% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
172
shares
|
$9,945
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
167
shares
|
$9,655
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
First Premier Bank
|
Jan 23, 2026 Q4 2025 |
144
shares
|
$8,326
0.0% of portfolio
|
Q1 2024
Added 227.27%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
133
shares
|
$7,690
0.0% of portfolio
|
Q3 2025
Reduced 78.23%
|
|