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 |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
85,207
shares
|
$4.93 Million
0.37% of portfolio
|
Q4 2025
Added 5.99%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
84,900
shares
|
$4.91 Million
0.11% of portfolio
|
Q3 2025
Added 12.59%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
84,023
shares
|
$4.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.55%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
83,863
shares
|
$4.85 Million
0.05% of portfolio
|
Q4 2025
Reduced 28.05%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
83,260
shares
|
$4.81 Million
0.08% of portfolio
|
Q3 2025
Added 12.95%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
82,782
shares
|
$4.79 Million
0.06% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
82,245
shares
|
$4.76 Million
1.76% of portfolio
|
Q3 2025
Reduced 35.73%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
81,789
shares
|
$4.73 Million
0.81% of portfolio
|
Q3 2025
Added 40.56%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
80,548
shares
|
$4.66 Million
0.61% of portfolio
|
Q4 2025
Reduced 1.38%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
79,881
shares
|
$4.62 Million
0.35% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
79,820
shares
|
$4.62 Million
1.05% of portfolio
|
Q3 2025
Added 158.44%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
79,428
shares
|
$4.59 Million
0.12% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
78,966
shares
|
$4.57 Million
0.28% of portfolio
|
Q2 2025
Added 29.09%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
77,192
shares
|
$4.46 Million
2.92% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
76,064
shares
|
$4.4 Million
2.48% of portfolio
|
Q3 2025
Added 12.37%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
75,918
shares
|
$4.39 Million
0.22% of portfolio
|
Q3 2025
Reduced 10.35%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
75,198
shares
|
$4.35 Million
0.19% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
74,876
shares
|
$4.33 Million
0.02% of portfolio
|
Q4 2025
Added 8.57%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
73,742
shares
|
$4.26 Million
0.02% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
73,351
shares
|
$4.24 Million
0.33% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
71,273
shares
|
$4.12 Million
0.98% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
70,669
shares
|
$4.09 Million
0.07% of portfolio
|
Q3 2025
Reduced 53.73%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jan 23, 2026 Q4 2025 |
70,226
shares
|
$4.06 Million
1.37% of portfolio
|
Q4 2025
Added 18.38%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
70,035
shares
|
$4.05 Million
0.49% of portfolio
|
Q3 2025
Added 12.46%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
69,813
shares
|
$4.04 Million
0.21% of portfolio
|
Q3 2025
Added 12.02%
|
|