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

606 institutions reported holding $2.72B of J P MORGAN EXCHANGE TRADED F (JEPQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($266.5M), COMMONWEALTH EQUITY SERVICES, LLC ($202.2M), RiverFront Investment Group, LLC ($126.6M), Cambridge Investment Research Advisors, Inc. ($98.1M), Adams Asset Advisors, LLC ($86.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$266.5M4.3MAdded
2COMMONWEALTH EQUITY SERVICES, LLC$202.2M3.3MAdded
3RiverFront Investment Group, LLC$126.6M2.1MAdded
4Cambridge Investment Research Advisors, Inc.$98.1M1.6MAdded
5Adams Asset Advisors, LLC$86.5M1.4MAdded
6CAPITAL ADVISORS INC/OK$85.6M1.4MTrimmed
7Kestra Advisory Services, LLC$80.5M1.3MAdded
8Hilton Capital Management, LLC$72.9M1.2MAdded
9Private Advisor Group, LLC$59.0M960,111Trimmed
10SBI Securities Co., Ltd.$46.4M754,312Trimmed
11Apollon Wealth Management, LLC$44.6M725,799Added
12Wealth Advisors of Iowa, LLC$41.4M674,013Added
13TRUIST FINANCIAL CORP$37.7M613,914Added
14Traynor Capital Management, Inc.$34.4M559,504Added
15Magnus Financial Group LLC$33.2M540,109Added
16Lebenthal Global Advisors, LLC$32.3M525,973Added
17SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$32.0M520,036Trimmed
18Venture Visionary Partners LLC$29.8M485,267Added
19HUB Investment Partners, LLC$29.8M484,137Added
20PSI Advisors, LLC$28.9M469,545Trimmed
21James Reed Financial Services, Inc.$26.1M424,120Added
22Cornerstone Advisory, LLC$24.2M394,178Added
23SageGuard Financial Group, LLC$23.4M380,856Added
24WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$21.7M358,660Trimmed
25INDEPENDENT FINANCIAL GROUP, LLC$21.6M351,960Added

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