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 |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
126,256
shares
|
$7.3 Million
0.92% of portfolio
|
Q3 2025
Added 186.58%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
125,682
shares
|
$7.27 Million
0.09% of portfolio
|
Q4 2025
Reduced 11.72%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
124,988
shares
|
$7.23 Million
0.99% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
122,553
shares
|
$7.09 Million
0.44% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Oct 22, 2025 Q3 2025 |
122,415
shares
|
$7.08 Million
2.75% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
120,068
shares
|
$6.94 Million
0.06% of portfolio
|
Q3 2025
Added 20.75%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
119,884
shares
|
$6.93 Million
1.09% of portfolio
|
Q4 2025
Reduced 0.63%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
118,678
shares
|
$6.86 Million
1.96% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Forefront Wealth Management Inc.
|
Jan 23, 2026 Q4 2025 |
118,017
shares
|
$6.82 Million
5.44% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
116,690
shares
|
$6.75 Million
1.27% of portfolio
|
Q3 2025
Added 15.34%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 21, 2026 Q4 2025 |
116,040
shares
|
$6.71 Million
0.61% of portfolio
|
Q4 2025
Reduced 10.27%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
115,759
shares
|
$6.69 Million
1.48% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
113,509
shares
|
$6.56 Million
0.22% of portfolio
|
Q4 2025
Reduced 5.66%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
112,873
shares
|
$6.53 Million
0.22% of portfolio
|
Q4 2025
Added 8.99%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 23, 2026 Q4 2025 |
112,353
shares
|
$6.5 Million
1.62% of portfolio
|
Q4 2025
Added 7.33%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
110,097
shares
|
$6.37 Million
0.23% of portfolio
|
Q4 2025
Added 111.57%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 06, 2025 Q3 2025 |
109,693
shares
|
$6.34 Million
2.76% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
109,450
shares
|
$6.33 Million
0.25% of portfolio
|
Q3 2025
Added 460.56%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
108,458
shares
|
$6.27 Million
0.0% of portfolio
|
Q3 2025
Added 25.33%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
107,983
shares
|
$6.24 Million
3.6% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
107,411
shares
|
$6.21 Million
2.4% of portfolio
|
Q4 2025
Reduced 25.52%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
107,405
shares
|
$6.21 Million
0.01% of portfolio
|
Q4 2025
Added 7.58%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
107,220
shares
|
$6.2 Million
0.08% of portfolio
|
Q4 2025
Added 12.51%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
105,804
shares
|
$6.12 Million
0.18% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
103,748
shares
|
$6 Million
0.85% of portfolio
|
Q3 2025
Added 6.17%
|
|