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 |
|---|---|---|---|---|---|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
377,725
shares
|
$21.8 Million
2.38% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
334,577
shares
|
$19.3 Million
0.15% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
332,834
shares
|
$19.2 Million
0.44% of portfolio
|
Q2 2025
Reduced 45.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
327,211
shares
|
$18.9 Million
0.01% of portfolio
|
Q3 2025
Added 21.83%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
322,514
shares
|
$18.6 Million
0.01% of portfolio
|
Q3 2025
Added 12.15%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
318,206
shares
|
$18.4 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
313,666
shares
|
$18.1 Million
0.48% of portfolio
|
Q3 2025
Reduced 91.95%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
302,951
shares
|
$17.5 Million
6.33% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
294,663
shares
|
$17 Million
0.6% of portfolio
|
Q3 2025
Added 19.41%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
271,586
shares
|
$15.7 Million
0.92% of portfolio
|
Q3 2025
Added 12.4%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
266,838
shares
|
$15.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
266,393
shares
|
$15.4 Million
0.1% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
263,227
shares
|
$15.2 Million
0.16% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
261,906
shares
|
$15.1 Million
2.85% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
259,195
shares
|
$15 Million
1.94% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
258,959
shares
|
$15 Million
0.83% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
252,190
shares
|
$14.6 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
249,572
shares
|
$14.4 Million
0.14% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
245,925
shares
|
$14.2 Million
3.22% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
245,467
shares
|
$14.2 Million
6.32% of portfolio
|
Q3 2025
Reduced 34.99%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
242,694
shares
|
$14 Million
0.24% of portfolio
|
Q3 2025
Added 50.56%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
228,771
shares
|
$13.2 Million
2.6% of portfolio
|
Q3 2025
Added 59.49%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
223,942
shares
|
$12.9 Million
1.79% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
222,590
shares
|
$12.9 Million
7.52% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
218,350
shares
|
$12.6 Million
0.46% of portfolio
|
Q3 2025
Reduced 11.96%
|
|