Who Owns J P MORGAN EXCHANGE TRADED F (JEPQ)? -- Institutional Holders (2026-06-30)

1,080 institutions reported holding $12.48B of J P MORGAN EXCHANGE TRADED F (JEPQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($1.60B), JPMORGAN CHASE & CO ($1.40B), LPL Financial LLC ($1.14B), BANK OF AMERICA CORP /DE/ ($894.3M), WELLS FARGO & COMPANY/MN ($595.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$1.60B26.0MAdded
2JPMORGAN CHASE & CO$1.40B23.1MAdded
3LPL Financial LLC$1.14B18.6MAdded
4BANK OF AMERICA CORP /DE/$894.3M14.6MAdded
5WELLS FARGO & COMPANY/MN$595.6M9.7MAdded
6AMERIPRISE FINANCIAL INC$339.5M5.5MAdded
7Royal Bank of Canada$299.0M4.9MAdded
8RAYMOND JAMES FINANCIAL INC$271.1M4.4MAdded
9OSAIC HOLDINGS, INC.$268.3M4.4MAdded
10ENVESTNET ASSET MANAGEMENT INC$266.5M4.3MAdded
11Cetera Investment Advisers$209.3M3.4MAdded
12COMMONWEALTH EQUITY SERVICES, LLC$202.2M3.3MAdded
13UBS Group AG$196.8M3.2MTrimmed
14SUSQUEHANNA INTERNATIONAL GROUP, LLP$188.2M3.1MAdded
15JONES FINANCIAL COMPANIES LLLP$154.8M2.6MAdded
16Equitable Holdings, Inc.$129.6M2.2MTrimmed
17RiverFront Investment Group, LLC$126.6M2.1MAdded
18Allworth Financial LP$106.2M1.7MTrimmed
19MML INVESTORS SERVICES, LLC$101.3M1.6MAdded
20Adams Asset Advisors, LLC$86.5M1.4MAdded
21STIFEL FINANCIAL CORP$86.4M1.4MAdded
22CAPITAL ADVISORS INC/OK$85.6M1.4MTrimmed
23Kestra Advisory Services, LLC$80.5M1.3MAdded
24Janney Montgomery Scott LLC$77.2M1.3MNew
25Hilton Capital Management, LLC$72.9M1.2MAdded

Source: SEC Form 13F filings · as of 2026-06-30