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 916 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 |
|---|---|---|---|---|---|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
36,788
shares
|
$2.13 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
36,483
shares
|
$2.11 Million
0.23% of portfolio
|
Q3 2025
Added 24.4%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
36,415
shares
|
$2.11 Million
1.01% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
36,166
shares
|
$2.09 Million
0.95% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
35,975
shares
|
$2.08 Million
0.17% of portfolio
|
Q3 2025
Added 515.69%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
35,788
shares
|
$2.07 Million
0.03% of portfolio
|
Q3 2025
Added 96.78%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
35,665
shares
|
$2.06 Million
0.01% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
35,507
shares
|
$2.05 Million
0.69% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
35,475
shares
|
$2.05 Million
1.08% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
35,095
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
34,821
shares
|
$2.01 Million
0.25% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
34,640
shares
|
$2 Million
0.09% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
34,585
shares
|
$2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
34,441
shares
|
$1.99 Million
0.02% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
34,363
shares
|
$1.99 Million
0.48% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
34,134
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
34,113
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
34,087
shares
|
$1.97 Million
0.13% of portfolio
|
Q2 2025
Reduced 49.92%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Oct 31, 2025 Q3 2025 |
34,000
shares
|
$1.97 Million
0.66% of portfolio
|
Q3 2025
Added 56.68%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
33,982
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
33,616
shares
|
$1.94 Million
0.3% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
33,576
shares
|
$1.94 Million
1.44% of portfolio
|
Q3 2025
Added 214.29%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
33,492
shares
|
$1.94 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
33,452
shares
|
$1.93 Million
0.9% of portfolio
|
Q3 2025
Reduced 63.45%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
32,692
shares
|
$1.89 Million
0.76% of portfolio
|
Q3 2025
Reduced 5.11%
|
|