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 |
|---|---|---|---|---|---|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
159,131
shares
|
$9.2 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
158,087
shares
|
$9.14 Million
2.24% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
153,980
shares
|
$8.9 Million
1.73% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
151,753
shares
|
$8.77 Million
1.91% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
151,207
shares
|
$8.74 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 13, 2025 Q3 2025 |
145,425
shares
|
$8.41 Million
6.03% of portfolio
|
Q3 2025
Reduced 27.04%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Oct 14, 2025 Q3 2025 |
145,369
shares
|
$8.41 Million
6.65% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Lee Johnson Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
144,212
shares
|
$8.34 Million
2.77% of portfolio
|
Q3 2025
Reduced 64.08%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
143,500
shares
|
$8.3 Million
0.48% of portfolio
|
Q3 2025
Added 1738.09%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
142,672
shares
|
$8.25 Million
0.53% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
142,533
shares
|
$8.24 Million
0.32% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
142,371
shares
|
$8.23 Million
0.1% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 17, 2025 Q3 2025 |
142,120
shares
|
$8.22 Million
2.43% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
134,890
shares
|
$7.8 Million
3.18% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
134,571
shares
|
$7.78 Million
1.79% of portfolio
|
Q3 2025
Added 55.93%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
132,784
shares
|
$7.68 Million
0.64% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
131,578
shares
|
$7.61 Million
0.63% of portfolio
|
Q3 2025
Reduced 41.18%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
130,576
shares
|
$7.55 Million
0.28% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
130,000
shares
|
$7.52 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
129,318
shares
|
$7.48 Million
0.73% of portfolio
|
Q3 2025
Reduced 16.49%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
128,969
shares
|
$7.46 Million
3.36% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
127,027
shares
|
$7.34 Million
2.9% of portfolio
|
Q3 2025
Added 15.72%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
126,944
shares
|
$7.34 Million
0.07% of portfolio
|
Q3 2025
Added 15.93%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
126,256
shares
|
$7.3 Million
0.92% of portfolio
|
Q3 2025
Added 186.58%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
124,988
shares
|
$7.23 Million
0.99% of portfolio
|
Q3 2025
Reduced 3.07%
|
|