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 |
|---|---|---|---|---|---|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
1,013,700
shares
|
$58.6 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,001,058
shares
|
$57.9 Million
0.31% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
904,374
shares
|
$52.3 Million
0.06% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
834,892
shares
|
$48.3 Million
0.08% of portfolio
|
Q3 2025
Reduced 30.51%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
792,148
shares
|
$45.8 Million
4.73% of portfolio
|
Q3 2025
Added 272.73%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
776,572
shares
|
$44.9 Million
0.13% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
725,269
shares
|
$41.9 Million
1.07% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
690,747
shares
|
$39.9 Million
0.31% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
661,127
shares
|
$38.2 Million
0.1% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
650,379
shares
|
$37.6 Million
0.06% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
618,649
shares
|
$35.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.93%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
612,128
shares
|
$35.4 Million
0.67% of portfolio
|
Q3 2025
Reduced 20.92%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
601,084
shares
|
$34.8 Million
0.9% of portfolio
|
Q3 2025
Added 10.69%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
597,446
shares
|
$34.5 Million
11.7% of portfolio
|
Q3 2025
Added 738.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
588,707
shares
|
$34 Million
0.2% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
587,709
shares
|
$34 Million
0.05% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
587,162
shares
|
$33.9 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
584,162
shares
|
$33.8 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
553,300
shares
|
$32 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
523,474
shares
|
$30.3 Million
0.15% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
509,865
shares
|
$29.5 Million
5.27% of portfolio
|
Q3 2025
Reduced 39.97%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
504,133
shares
|
$29.1 Million
0.65% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
468,632
shares
|
$27.1 Million
7.07% of portfolio
|
Q3 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
467,341
shares
|
$27 Million
2.28% of portfolio
|
Q4 2025
Added 1.73%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Oct 15, 2025 Q3 2025 |
412,977
shares
|
$23.9 Million
23.74% of portfolio
|
Q3 2025
Reduced 3.46%
|
|