J P MORGAN EXCHANGE TRADED F (JEPQ)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
993
Reporting holders
$12.3B
Reported value
2.5%
Held as options
+66
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $1.6B | 26,020,258 | 0.08% | 14q | +10.3%+$149.3M |
| JPMORGAN CHASE & CO | $1.4B | 23,134,698 | 0.08% | 15q | +2.2%+$30.2M |
| LPL Financial LLC | $1.1B | 18,594,541 | 0.26% | 16q | +10.2%+$105.6M |
| BANK OF AMERICA CORP /DE/ | $894.3M | 14,550,868 | 0.06% | 13q | +4.9%+$41.4M |
| WELLS FARGO & COMPANY/MN | $595.6M | 9,691,459 | 0.10% | 15q | -46.6%-$520.3M |
| AMERIPRISE FINANCIAL INC | $339.5M | 5,524,865 | 0.07% | 11q | -43.8%-$264.6M |
| ROYAL BANK OF CANADA | $299.0M | 4,865,661 | 0.04% | 16q | +5.6%+$15.9M |
| RAYMOND JAMES FINANCIAL INC | $271.1M | 4,410,368 | 0.07% | 7q | +3.2%+$8.4M |
| OSAIC HOLDINGS, INC. | $268.3M | 4,365,130 | 0.32% | 17q | +16.9%+$38.8M |
| ENVESTNET ASSET MANAGEMENT INC | $266.5M | 4,336,966 | 0.06% | 17q | +8.2%+$20.2M |
| Cetera Investment Advisers | $209.3M | 3,405,031 | 0.19% | 15q | +12.2%+$22.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $202.2M | 3,290,625 | 0.25% | 16q | +5.4%+$10.3M |
| UBS Group AG | $196.8M | 3,201,420 | 0.03% | 16q | -8.3%-$17.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $188.2M | 85,632 | 0.01% | 11q | +300.1%+$141.2M |
| JONES FINANCIAL COMPANIES LLLP | $154.8M | 2,605,719 | 0.06% | 6q | +21.0%+$26.9M |
| Equitable Holdings, Inc. | $129.6M | 2,152,109 | 0.77% | 14q | HELD |
| RiverFront Investment Group, LLC | $126.6M | 2,060,239 | 1.67% | 16q | +0.9%+$1.1M |
| Allworth Financial LP | $106.2M | 1,728,321 | 0.45% | 13q | -16.5%-$21.0M |
| MML INVESTORS SERVICES, LLC | $101.3M | 1,648,740 | 0.21% | 16q | +38.8%+$28.3M |
| Adams Asset Advisors, LLC | $86.5M | 1,408,060 | 9.81% | 2q | +29.5%+$19.7M |
| STIFEL FINANCIAL CORP | $86.4M | 1,405,732 | 0.07% | 16q | +8.2%+$6.6M |
| CAPITAL ADVISORS INC/OK | $85.6M | 1,392,157 | 1.26% | 11q | HELD |
| Kestra Advisory Services, LLC | $80.5M | 1,309,528 | 0.26% | 16q | +4.8%+$3.7M |
| Hilton Capital Management, LLC | $72.9M | 1,186,561 | 4.96% | 11q | +9.2%+$6.2M |
| JANE STREET GROUP, LLC | $70.5M | options only | 0.01% | 17q | OPTIONS |
| CITADEL ADVISORS LLC | $69.5M | 315,184 | 0.01% | 15q | +29.2%+$15.7M |
| Private Advisor Group, LLC | $59.0M | 960,111 | 0.27% | 15q | -1.0%-$582.1K |
| Mariner, LLC | $54.2M | 882,072 | 0.06% | 16q | -21.5%-$14.9M |
| HighTower Advisors, LLC | $51.7M | 840,881 | 0.05% | 17q | -1.3%-$675.4K |
| Rockefeller Capital Management L.P. | $49.1M | 798,914 | 0.08% | 16q | +4.3%+$2.0M |
| SBI Securities Co., Ltd. | $46.4M | 754,312 | 1.05% | 7q | -1.9%-$916.2K |
| Apollon Wealth Management, LLC | $44.6M | 725,799 | 0.54% | 14q | +10.0%+$4.1M |
| Arax Advisory Partners | $42.9M | 698,508 | 0.28% | 3q | +208.1%+$29.0M |
| Baird Financial Group, Inc. | $42.3M | 688,736 | 0.06% | 15q | HELD |
| PNC Financial Services Group, Inc. | $41.7M | 678,789 | 0.02% | 13q | +29.9%+$9.6M |
| Wealth Advisors of Iowa, LLC | $41.4M | 674,013 | 11.22% | 8q | +6.1%+$2.4M |
| Steward Partners Investment Advisory, LLC | $40.7M | 661,744 | 0.21% | 15q | +1.8%+$731.9K |
| IMC-Chicago, LLC | $40.3M | 655,652 | 0.01% | 3q | +440.7%+$32.8M |
| GREAT VALLEY ADVISOR GROUP, INC. | $39.1M | 635,496 | 0.62% | 14q | +8.1%+$2.9M |
| NewEdge Advisors, LLC | $38.9M | 632,916 | 0.12% | 15q | +32.8%+$9.6M |
| FRANKLIN RESOURCES INC | $37.9M | 617,356 | 0.01% | 14q | +4.3%+$1.6M |
| TRUIST FINANCIAL CORP | $37.7M | 613,914 | 0.05% | 16q | +2.4%+$887.4K |
| Focus Partners Wealth | $35.3M | 574,331 | 0.04% | 9q | +3.6%+$1.2M |
| Traynor Capital Management, Inc. | $34.4M | 559,504 | 1.58% | 7q | +50.9%+$11.6M |
| Magnus Financial Group LLC | $33.2M | 540,109 | 2.35% | 10q | +6.9%+$2.1M |
| Lebenthal Global Advisors, LLC | $32.3M | 525,973 | 4.36% | 11q | +0.5%+$165.6K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $32.0M | 520,036 | 0.57% | 10q | -8.4%-$2.9M |
| Integrated Wealth Concepts LLC | $30.6M | 497,675 | 0.15% | 14q | +165.4%+$19.1M |
| Venture Visionary Partners LLC | $29.8M | 485,267 | 0.83% | 11q | +140.1%+$17.4M |
| HUB Investment Partners, LLC | $29.8M | 484,137 | 0.53% | 15q | +4.1%+$1.2M |
| Kingsview Wealth Management, LLC | $28.9M | 469,715 | 0.35% | 15q | +23.3%+$5.5M |
| PSI Advisors, LLC | $28.9M | 469,545 | 6.70% | 4q | -10.6%-$3.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $28.3M | 461,114 | 0.02% | 13q | +22.6%+$5.2M |
| James Reed Financial Services, Inc. | $26.1M | 424,120 | 19.90% | 7q | +0.7%+$174.1K |
| Cornerstone Advisory, LLC | $24.2M | 394,178 | 2.01% | 17q | +1.7%+$403.2K |
| NEW WAVE WEALTH ADVISORS LLC | $23.5M | 382,468 | 3.20% | 9q | +162.1%+$14.5M |
| SageGuard Financial Group, LLC | $23.4M | 380,856 | 3.29% | 3q | +8.1%+$1.7M |
| Cerity Partners LLC | $22.5M | 365,327 | 0.03% | 9q | +19.4%+$3.7M |
| Waverly Advisors, LLC | $22.1M | 360,324 | 0.13% | 12q | -14.8%-$3.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $21.7M | 358,660 | 0.04% | 12q | -5.8%-$1.3M |
| INDEPENDENT FINANCIAL GROUP, LLC | $21.6M | 351,960 | 0.40% | 6q | +13.6%+$2.6M |
| Wealthfront Advisers LLC | $21.3M | 346,859 | 0.04% | 11q | +4.5%+$912.3K |
| CARY STREET PARTNERS FINANCIAL LLC | $19.3M | 314,799 | 0.42% | 7q | -49.9%-$19.3M |
| WESTWOOD HOLDINGS GROUP INC | $19.3M | 314,272 | 0.15% | 16q | +7.5%+$1.3M |
| PVG ASSET MANAGEMENT CORP | $17.2M | 280,457 | 9.95% | 3q | +444.9%+$14.1M |
| Prime Capital Investment Advisors, LLC | $16.8M | 273,129 | 0.16% | 15q | -18.9%-$3.9M |
| &PARTNERS | $16.3M | 264,957 | 0.07% | 9q | -9.8%-$1.8M |
| Hennion & Walsh Asset Management, Inc. | $15.7M | 254,749 | 0.45% | 16q | +4.3%+$644.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $15.4M | 250,359 | 0.08% | 3q | +18.0%+$2.4M |
| Avior Wealth Management, LLC | $15.3M | 248,290 | 0.40% | 15q | +47.4%+$4.9M |
| Aventura Private Wealth, LLC | $15.0M | 243,261 | 4.59% | 7q | -12.5%-$2.1M |
| KINGSWOOD WEALTH ADVISORS, LLC | $14.9M | 242,328 | 0.60% | 13q | +9.8%+$1.3M |
| KINTRA WEALTH, LLC | $14.4M | 239,153 | 0.76% | 13q | +1.3%+$190.3K |
| Compass Financial Services Inc | $14.4M | 234,825 | 5.39% | 7q | +8.9%+$1.2M |
| Argent Trust Co | $14.0M | 228,134 | 0.40% | 13q | +5.7%+$754.3K |
| Prospera Financial Services Inc | $13.8M | 224,862 | 0.20% | 15q | +4.9%+$651.4K |
| HUNTINGTON NATIONAL BANK | $13.8M | 224,259 | 0.07% | 8q | +6.8%+$871.9K |
| ROTHSCHILD INVESTMENT LLC | $13.7M | 222,830 | 0.51% | 11q | +4.7%+$612.4K |
| CAPTRUST FINANCIAL ADVISORS | $13.7M | 222,389 | 0.02% | 7q | +2.4%+$322.4K |
| Bernardo Wealth Planning LLC | $13.7M | 222,110 | 2.33% | 14q | +2.9%+$379.1K |
| Centurion Wealth Management LLC | $13.6M | 221,476 | 3.25% | 8q | -16.7%-$2.7M |
| Cambridge Advisors Inc. | $12.6M | 204,827 | 2.16% | 17q | -0.6%-$81.9K |
| Beacon Financial Advisory LLC | $12.4M | 202,252 | 2.45% | 14q | +3.0%+$366.4K |
| Beacon Pointe Advisors, LLC | $12.3M | 199,609 | 0.06% | 12q | +19.8%+$2.0M |
| Prota Financial, LLC | $12.1M | 200,297 | 7.94% | 3q | HELD |
| Eldridge Investment Advisors, Inc. | $11.6M | 191,129 | 2.30% | 12q | -0.8%-$89.1K |
| Morse Asset Management, Inc | $11.6M | 189,118 | 1.92% | 11q | +6.6%+$721.6K |
| Caerus Investment Advisors, LLC | $11.6M | 188,082 | 3.85% | 11q | +72.1%+$4.8M |
| Mountain Capital Investment Advisors Inc. | $11.5M | 187,021 | 1.64% | 13q | -5.9%-$715.5K |
| Sigma Planning Corp | $11.3M | 183,824 | 0.28% | 16q | +146.5%+$6.7M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $11.2M | 182,903 | 0.12% | 15q | -11.9%-$1.5M |
| Three Magnolias Financial Advisors, LLC | $11.1M | 181,178 | 6.20% | 6q | -8.3%-$1.0M |
| Coastal Bridge Advisors, LLC | $10.3M | 168,364 | 0.64% | 15q | +5.7%+$558.7K |
| Indivisible Partners | $10.3M | 167,337 | 0.58% | 3q | -10.8%-$1.3M |
| Orion Porfolio Solutions, LLC | $10.2M | 166,464 | 0.08% | 13q | -25.2%-$3.5M |
| SOUTHERN CAPITAL SERVICES INC /ADV | $10.2M | 166,216 | 5.73% | 3q | -13.5%-$1.6M |
| Creative Planning | $10.2M | 166,081 | 0.01% | 12q | +13.2%+$1.2M |
| Larson Financial Group LLC | $10.2M | 165,847 | 0.27% | 9q | +8.8%+$826.8K |
| ADG Wealth Management Group, LLC | $10.0M | 162,899 | 6.36% | 7q | +1.7%+$170.0K |
| D.A. DAVIDSON & CO. | $9.9M | 160,918 | 0.05% | 12q | +28.7%+$2.2M |
Showing the largest 100 of 1,029 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 993 | $12.3B | 195,619,526 | 114 | 505 | 232 | 2.5% |
| Q1 2026 | 927 | $11.1B | 198,128,278 | 90 | 454 | 235 | 1.7% |
| Q4 2025 | 903 | $10.1B | 170,776,427 | 89 | 407 | 211 | 1.5% |
| Q3 2025 | 819 | $11.3B | 193,929,492 | 99 | 372 | 226 | 1.4% |
| Q2 2025 | 765 | $9.1B | 165,452,684 | 89 | 384 | 197 | 1.2% |
| Q1 2025 | 747 | $7.6B | 145,101,768 | 94 | 408 | 157 | 0.9% |
| Q4 2024 | 710 | $7.2B | 126,778,376 | 102 | 364 | 104 | 0.4% |
| Q3 2024 | 569 | $7.0B | 126,526,509 | 72 | 317 | 116 | 0.4% |
| Q2 2024 | 535 | $6.4B | 115,499,991 | 91 | 316 | 77 | 0.1% |
| Q1 2024 | 464 | $6.0B | 109,712,113 | 95 | 256 | 67 | 0.1% |
| Q4 2023 | 384 | $3.8B | 75,898,263 | 85 | 206 | 49 | 0.2% |
| Q3 2023 | 297 | $1.9B | 40,419,032 | 70 | 161 | 42 | 0.3% |
| Q2 2023 | 236 | $1.3B | 27,000,198 | 71 | 127 | 22 | 0.2% |
| Q1 2023 | 174 | $693.4M | 15,361,627 | 69 | 75 | 18 | 0.1% |
| Q4 2022 | 107 | $324.1M | 8,646,795 | 50 | 31 | 15 | 0.4% |
| Q3 2022 | 88 | $239.9M | 5,728,182 | 64 | 21 | 1 | 0.0% |
| Q2 2022 | 27 | $67.0M | 1,466,157 | 27 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $289.6K | 4,983 | 0 | 0 | 0 | 0.0% |