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 |
|---|---|---|---|---|---|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
159,131
shares
|
$9.2 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
158,087
shares
|
$9.14 Million
2.24% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
156,525
shares
|
$9.05 Million
0.52% of portfolio
|
Q4 2025
Reduced 10.41%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
153,980
shares
|
$8.9 Million
1.73% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
151,753
shares
|
$8.77 Million
1.91% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
151,207
shares
|
$8.74 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
150,302
shares
|
$8.69 Million
0.32% of portfolio
|
Q4 2025
Added 5.45%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Jan 15, 2026 Q4 2025 |
149,573
shares
|
$8.65 Million
6.58% of portfolio
|
Q4 2025
Added 2.89%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 13, 2025 Q3 2025 |
145,425
shares
|
$8.41 Million
6.03% of portfolio
|
Q3 2025
Reduced 27.04%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
143,500
shares
|
$8.3 Million
0.48% of portfolio
|
Q3 2025
Added 1738.09%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
142,672
shares
|
$8.25 Million
0.53% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
140,611
shares
|
$8.13 Million
2.17% of portfolio
|
Q4 2025
Added 32.57%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 07, 2026 Q4 2025 |
139,962
shares
|
$8.09 Million
2.29% of portfolio
|
Q4 2025
Reduced 1.52%
|
|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
136,846
shares
|
$7.91 Million
0.9% of portfolio
|
Q4 2025
Added 14.98%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 16, 2026 Q4 2025 |
134,752
shares
|
$7.79 Million
3.51% of portfolio
|
Q4 2025
Added 4.48%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
134,571
shares
|
$7.78 Million
1.79% of portfolio
|
Q3 2025
Added 55.93%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
132,784
shares
|
$7.68 Million
0.64% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
131,578
shares
|
$7.61 Million
0.63% of portfolio
|
Q3 2025
Reduced 41.18%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
130,576
shares
|
$7.55 Million
0.28% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
130,000
shares
|
$7.52 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
129,901
shares
|
$7.51 Million
0.16% of portfolio
|
Q4 2025
Added 4.59%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 21, 2026 Q4 2025 |
127,449
shares
|
$7.37 Million
2.74% of portfolio
|
Q4 2025
Added 1.97%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
127,027
shares
|
$7.34 Million
2.9% of portfolio
|
Q3 2025
Added 15.72%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
126,944
shares
|
$7.34 Million
0.07% of portfolio
|
Q3 2025
Added 15.93%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
126,546
shares
|
$7.32 Million
0.98% of portfolio
|
Q4 2025
Added 13.48%
|
|