JEPQ institutional holders

J P MORGAN EXCHANGE TRADED F · 13F, 2026Q2

Managers holding1,024
Shares held199,617,956
Reported value$12.2bn
Quarter flows132 new, 539 added, 259 trimmed, 74 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY26,020,258$1.6bn0.1%
JPMORGAN CHASE & CO23,134,698$1.4bn0.1%
LPL Financial LLC18,594,541$1.1bn0.3%
BANK OF AMERICA CORP /DE/14,550,868$894.3m0.1%
WELLS FARGO & COMPANY/MN9,691,459$595.6m0.1%
AMERIPRISE FINANCIAL INC5,524,865$339.5m0.1%
ROYAL BANK OF CANADA4,865,661$299.0m0.0%
RAYMOND JAMES FINANCIAL INC4,410,368$271.1m0.1%
OSAIC HOLDINGS, INC.4,365,130$268.3m0.3%
ENVESTNET ASSET MANAGEMENT INC4,336,966$266.5m0.1%
Cetera Investment Advisers3,405,031$209.3m0.2%
COMMONWEALTH EQUITY SERVICES, LLC3,290,625$202.2m0.3%
UBS Group AG3,201,420$196.8m0.0%
JONES FINANCIAL COMPANIES LLLP2,605,719$154.8m0.1%
Equitable Holdings, Inc.2,152,109$129.6m0.8%
RiverFront Investment Group, LLC2,060,239$126.6m1.7%
Allworth Financial LP1,728,321$106.2m0.5%
MML INVESTORS SERVICES, LLC1,648,740$101.3m0.2%
Cambridge Investment Research Advisors, Inc.1,596,484$98.1m0.1%
Adams Asset Advisors, LLC1,408,060$86.5m9.8%
STIFEL FINANCIAL CORP1,405,732$86.4m0.1%
CAPITAL ADVISORS INC/OK1,392,157$85.6m1.3%
Kestra Advisory Services, LLC1,309,528$80.5m0.3%
Janney Montgomery Scott LLC1,256,696$77.2m0.1%
Hilton Capital Management, LLC1,186,561$72.9m5.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("JEPQ"). JEPQ price history · All 13F data

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