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 910 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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
98
shares
|
$5,666
0.01% of portfolio
|
Q3 2025
Reduced 37.58%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
95
shares
|
$5,492
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
93
shares
|
$5,377
0.01% of portfolio
|
Q3 2025
Reduced 57.92%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
90
shares
|
$5,203
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
88
shares
|
$5,088
0.0% of portfolio
|
Q1 2024
Added 23.91%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
85
shares
|
$4,914
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
82
shares
|
$4,741
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
78
shares
|
$4,509
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
74
shares
|
$4,278
0.0% of portfolio
|
Q2 2025
Reduced 93.43%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
60
shares
|
$3,469
0.0% of portfolio
|
Q3 2025
Reduced 99.85%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
55
shares
|
$3,180
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
54
shares
|
$3,122
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
52
shares
|
$3,006
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
50
shares
|
$2,891
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
46
shares
|
$2,659
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
38
shares
|
$2,197
0.0% of portfolio
|
Q3 2025
Added 18.75%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
31
shares
|
$1,792
0.0% of portfolio
|
Q2 2025
Added 158.33%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
19
shares
|
$1,098
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
18
shares
|
$1,040
0.0% of portfolio
|
Q3 2025
Reduced 82.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
18
shares
|
$1,040
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
15
shares
|
$867
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
12
shares
|
$693
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
12
shares
|
$693
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
8
shares
|
$462
0.0% of portfolio
|
Q3 2025
Reduced 52.94%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
2
shares
|
$115
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|