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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
101,600
shares
|
$5.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 73.78%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
100,761
shares
|
$5.83 Million
0.33% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
100,298
shares
|
$5.8 Million
0.35% of portfolio
|
Q3 2025
Added 37.86%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
99,839
shares
|
$5.77 Million
0.01% of portfolio
|
Q3 2025
Added 35.0%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
99,384
shares
|
$5.75 Million
5.42% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
99,196
shares
|
$5.74 Million
0.04% of portfolio
|
Q3 2025
Added 32.85%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
98,437
shares
|
$5.69 Million
2.41% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
97,905
shares
|
$5.66 Million
1.5% of portfolio
|
Q3 2025
Reduced 32.21%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
96,801
shares
|
$5.6 Million
0.61% of portfolio
|
Q4 2023
Added 20.23%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
96,779
shares
|
$5.6 Million
0.01% of portfolio
|
Q3 2023
Reduced 10.77%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
95,294
shares
|
$5.51 Million
0.08% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
94,927
shares
|
$5.49 Million
0.16% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
94,820
shares
|
$5.48 Million
0.85% of portfolio
|
Q4 2025
Added 4.05%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
92,843
shares
|
$5.37 Million
0.32% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
92,361
shares
|
$5.34 Million
0.13% of portfolio
|
Q3 2025
Added 26.98%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
91,630
shares
|
$5.3 Million
0.07% of portfolio
|
Q3 2025
Added 33.73%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
91,388
shares
|
$5.28 Million
0.94% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
90,015
shares
|
$5.2 Million
0.01% of portfolio
|
Q3 2025
Added 1318.23%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
88,046
shares
|
$5.09 Million
0.12% of portfolio
|
Q1 2024
Added 49.61%
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
87,738
shares
|
$5.07 Million
3.8% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Nov 05, 2025 Q3 2025 |
86,451
shares
|
$5 Million
3.21% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
86,162
shares
|
$4.98 Million
0.2% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
86,130
shares
|
$4.98 Million
0.13% of portfolio
|
Q3 2025
Added 18.35%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
85,981
shares
|
$4.97 Million
0.64% of portfolio
|
Q2 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
85,327
shares
|
$4.93 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.99%
|
|