13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
JEPQ

J P MORGAN EXCHANGE TRADED F

1,085 institutions still hold J P MORGAN EXCHANGE TRADED F as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46654Q203·Exchange Traded Fund·1,085 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$8.6B
visible holders
Holders
1,085
filers reporting
Concentration
18.63%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

1,085 institutions reported JEPQ in Q2 2026. MORGAN STANLEY leads at 18.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$1.6B26.0M0.08%Q2 202602
JPMORGAN CHASE & CO
CIK 0000019617
$1.4B23.1M0.08%Q2 202603
LPL Financial LLC
CIK 0001403438
$1.1B18.6M0.26%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$894M14.6M0.06%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$596M9.7M0.10%Q2 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$340M5.5M0.07%Q2 202607
ROYAL BANK OF CANADA
CIK 0001000275
$299M4.9M0.04%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$271M4.4M0.07%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$268M4.4M0.32%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$267M4.3M0.06%Q2 202611
Cetera Investment Advisers
CIK 0001666741
$209M3.4M0.19%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$202M3.3M0.25%Q2 202613
UBS Group AG
CIK 0001610520
$197M3.2M0.03%Q2 202614
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$188M3.1M0.01%Q2 202615
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$155M2.6M0.06%Q2 202616
Equitable Holdings, Inc.
CIK 0001333986
$130M2.2M0.77%Q2 202617
RiverFront Investment Group, LLC
CIK 0001469751
$127M2.1M1.67%Q2 202618
Allworth Financial LP
CIK 0001555170
$106M1.7M0.45%Q2 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$101M1.6M0.21%Q2 202620
Adams Asset Advisors, LLC
CIK 0001386929
$87M1.4M9.81%Q2 2026
Page 1 of 55
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