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 |
|---|---|---|---|---|---|
|
Sheets Smith Investment Management
Houston, TX |
Oct 08, 2025 Q3 2025 |
207,747
shares
|
$12 Million
8.58% of portfolio
|
Q3 2025
Added 147.99%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
206,939
shares
|
$12 Million
2.42% of portfolio
|
Q3 2025
Added 13.94%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
205,600
shares
|
$11.9 Million
0.1% of portfolio
|
Q4 2025
Added 157.61%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
204,700
shares
|
$11.8 Million
0.21% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
204,188
shares
|
$11.8 Million
3.05% of portfolio
|
Q3 2025
Reduced 16.7%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
204,022
shares
|
$11.8 Million
2.14% of portfolio
|
Q3 2025
Added 177.35%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
203,664
shares
|
$11.8 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
203,638
shares
|
$11.8 Million
2.08% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
203,299
shares
|
$11.8 Million
0.66% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
198,430
shares
|
$11.5 Million
5.39% of portfolio
|
Q1 2024
Added 8.52%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
194,634
shares
|
$11.3 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
193,941
shares
|
$11.2 Million
4.94% of portfolio
|
Q3 2025
Added 11.7%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
190,453
shares
|
$11 Million
2.93% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
189,285
shares
|
$10.9 Million
0.59% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
185,008
shares
|
$10.7 Million
6.62% of portfolio
|
Q2 2025
Reduced 11.09%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
180,300
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 55.42%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
175,393
shares
|
$10.1 Million
0.37% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
174,716
shares
|
$10.1 Million
0.61% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
174,558
shares
|
$10.1 Million
0.59% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
172,424
shares
|
$9.97 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
171,988
shares
|
$9.94 Million
0.29% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
167,681
shares
|
$9.7 Million
2.5% of portfolio
|
Q3 2025
Added 183.31%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Oct 27, 2025 Q3 2025 |
164,935
shares
|
$9.54 Million
6.26% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
162,738
shares
|
$9.41 Million
0.04% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
159,819
shares
|
$9.24 Million
1.18% of portfolio
|
Q2 2023
Added 141.65%
|
|