Who Owns J P MORGAN EXCHANGE TRADED F (JEPQ)? -- Institutional Holders (2026-03-31)
1,015 institutions reported holding $10.42B of J P MORGAN EXCHANGE TRADED F (JEPQ) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($1.31B), JPMORGAN CHASE & CO ($1.22B), LPL Financial LLC ($937.0M), BANK OF AMERICA CORP /DE/ ($770.5M), WELLS FARGO & COMPANY/MN ($504.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $1.31B | 23.6M | Added |
| 2 | JPMORGAN CHASE & CO | $1.22B | 22.6M | Trimmed |
| 3 | LPL Financial LLC | $937.0M | 16.9M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $770.5M | 13.9M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $504.1M | 9.1M | Added |
| 6 | AMERIPRISE FINANCIAL INC | $272.9M | 4.9M | Trimmed |
| 7 | Royal Bank of Canada | $255.7M | 4.6M | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $237.3M | 4.3M | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $222.6M | 4.0M | Added |
| 10 | OSAIC HOLDINGS, INC. | $207.3M | 3.7M | Trimmed |
| 11 | UBS Group AG | $193.8M | 3.5M | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $173.4M | 3.1M | Added |
| 13 | Cetera Investment Advisers | $168.5M | 3.0M | Added |
| 14 | JONES FINANCIAL COMPANIES LLLP | $116.6M | 2.2M | Added |
| 15 | Allworth Financial LP | $114.9M | 2.1M | Added |
| 16 | RiverFront Investment Group, LLC | $113.4M | 2.0M | Added |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $96.0M | 1.7M | Added |
| 18 | Equitable Holdings, Inc. | $79.0M | 2.2M | Added |
| 19 | CAPITAL ADVISORS INC/OK | $77.4M | 1.4M | Added |
| 20 | STIFEL FINANCIAL CORP | $72.1M | 1.3M | Added |
| 21 | Kestra Advisory Services, LLC | $69.4M | 1.2M | Added |
| 22 | MML INVESTORS SERVICES, LLC | $66.0M | 1.2M | Trimmed |
| 23 | JANE STREET GROUP, LLC | $64.7M | 1.2M | Added |
| 24 | Mariner, LLC | $62.4M | 1.1M | Added |
| 25 | TWO SIGMA INVESTMENTS, LP | $60.4M | 1.1M | Added |
Source: SEC Form 13F filings · as of 2026-03-31