13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
JEPQ

J P MORGAN EXCHANGE TRADED F

1,005 institutions still hold J P MORGAN EXCHANGE TRADED F as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46654Q203·Exchange Traded Fund·1,005 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.0%
vs prior quarter
13F value held
$7.1B
64.0% inst. owned
of float
Holders
1,005
-79 QoQ
filers reporting
Activity
+19 / −34
+971 added · −734 reduced
this quarter
Concentration
18.35%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

1,005 institutions reported JEPQ in Q1 2026. MORGAN STANLEY leads at 18.3% of the visible book. -79 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$1.3B23.6M0.08%Q1 202602
JPMORGAN CHASE & CO
CIK 0000019617
$1.2B22.6M0.08%Q1 202603
LPL Financial LLC
CIK 0001403438
$937M16.9M0.25%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$770M13.9M0.06%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$504M9.1M0.10%Q1 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$273M4.9M0.06%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$256M4.6M0.04%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$237M4.3M0.07%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$223M4.0M0.06%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$207M3.7M0.30%Q1 202611
UBS Group AG
CIK 0001610520
$194M3.5M0.03%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$173M3.1M0.24%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$169M3.0M0.18%Q1 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$117M2.2M0.06%Q1 202615
Allworth Financial LP
CIK 0001555170
$115M2.1M0.47%Q1 202616
RiverFront Investment Group, LLC
CIK 0001469751
$113M2.0M1.75%Q1 202617
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$96M1.7M0.01%Q1 202618
Equitable Holdings, Inc.
CIK 0001333986
$79M2.2M0.51%Q1 202619
CAPITAL ADVISORS INC/OK
CIK 0000860828
$77M1.4M1.24%Q1 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$72M1.3M0.07%Q1 2026
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