Who owns JEPQ
Which tracked institutional funds hold JEPQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JEPQ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on JEPQ is one-sided between 2026-Q1 and 2026-Q2: 357 added or opened and 91 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JEPQ’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.2pp gap the other way — the median holder sizes JEPQ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JEPQ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 994 tracked filers holding JEPQ, 643 increased or opened the position and 357 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JEPQ between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 29
- Intelligence Driven Advisers, LLC$5M
- MISSION WEALTH MANAGEMENT, LP$5M
- Global Assets Advisory, LLC$4M
- Lionhunter Capital Management, LLC$4M
- Global Retirement Partners, LLC$4M
- FUKOKU MUTUAL LIFE INSURANCE Co$4M
Full exits 43
- CWM, LLC$51M
- Cambridge Investment Research Advisors, Inc.$50M
- HighTower Advisors, LLC$47M
- Independent Advisor Alliance$32M
- U.S. Capital Wealth Advisors, LLC$12M
- Sandbox Financial Partners, LLC$8M
Largest adds
- MORGAN STANLEY$289M
- LPL Financial LLC$206M
- JPMORGAN CHASE & CO$187M
- BANK OF AMERICA CORP /DE/$124M
- WELLS FARGO & COMPANY/MN$92M
- AMERIPRISE FINANCIAL INC$67M
Largest trims
- TWO SIGMA INVESTMENTS, LP$54M
- CARY STREET PARTNERS FINANCIAL LLC$16M
- Allworth Financial LP$9M
- Mariner, LLC$8M
- Members Advisory Group LLC$7M
- MADDEN SECURITIES Corp$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 26,020,258 | $1.6B | 15.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 23,134,698 | $1.4B | 13.4% | 2026-Q2 |
| LPL Financial LLC added | 18,594,541 | $1.1B | 10.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 14,550,868 | $894M | 8.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 9,691,459 | $596M | 5.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 5,524,865 | $340M | 3.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 4,865,661 | $299M | 2.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 4,410,368 | $271M | 2.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 4,365,130 | $268M | 2.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,336,966 | $267M | 2.5% | 2026-Q2 |
| Cetera Investment Advisers added | 3,405,031 | $209M | 2.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 3,290,625 | $202M | 1.9% | 2026-Q2 |
| UBS Group AG trimmed | 3,201,420 | $197M | 1.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,605,719 | $155M | 1.5% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 2,152,109 | $130M | 1.2% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 2,060,239 | $127M | 1.2% | 2026-Q2 |
| Allworth Financial LP trimmed | 1,728,321 | $106M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,648,740 | $101M | 1.0% | 2026-Q2 |
| Adams Asset Advisors, LLC added | 1,408,060 | $87M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,405,732 | $86M | 0.8% | 2026-Q2 |
| CAPITAL ADVISORS INC/OK trimmed | 1,392,157 | $86M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,309,528 | $80M | 0.8% | 2026-Q2 |
| Hilton Capital Management, LLC added | 1,186,561 | $73M | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 960,111 | $59M | 0.6% | 2026-Q2 |
| Mariner, LLC trimmed | 882,072 | $54M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 798,914 | $49M | 0.5% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 754,312 | $46M | 0.4% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 725,799 | $45M | 0.4% | 2026-Q2 |
| Arax Advisory Partners added | 698,508 | $43M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. added | 688,736 | $42M | 0.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 678,789 | $42M | 0.4% | 2026-Q2 |
| Wealth Advisors of Iowa, LLC added | 674,013 | $41M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 661,744 | $41M | 0.4% | 2026-Q2 |
| IMC-Chicago, LLC added | 655,652 | $40M | 0.4% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 635,496 | $39M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 632,916 | $39M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 617,356 | $38M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 613,914 | $38M | 0.4% | 2026-Q2 |
| Focus Partners Wealth added | 574,331 | $35M | 0.3% | 2026-Q2 |
| Traynor Capital Management, Inc. added | 559,504 | $34M | 0.3% | 2026-Q2 |
| Magnus Financial Group LLC added | 540,109 | $33M | 0.3% | 2026-Q2 |
| Lebenthal Global Advisors, LLC added | 525,973 | $32M | 0.3% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 520,036 | $32M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 497,675 | $31M | 0.3% | 2026-Q2 |
| Venture Visionary Partners LLC added | 485,267 | $30M | 0.3% | 2026-Q2 |
| HUB Investment Partners, LLC added | 484,137 | $30M | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 469,715 | $29M | 0.3% | 2026-Q2 |
| PSI Advisors, LLC trimmed | 469,545 | $29M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 461,114 | $28M | 0.3% | 2026-Q2 |
| James Reed Financial Services, Inc. added | 424,120 | $26M | 0.2% | 2026-Q2 |
| Cornerstone Advisory, LLC added | 394,178 | $24M | 0.2% | 2026-Q2 |
| SageGuard Financial Group, LLC added | 380,856 | $23M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 365,327 | $22M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 360,324 | $22M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 358,660 | $22M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 351,960 | $22M | 0.2% | 2026-Q2 |
| Wealthfront Advisers LLC added | 346,859 | $21M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 315,184 | $19M | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 314,799 | $19M | 0.2% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC added | 314,272 | $19M | 0.2% | 2026-Q2 |
| PVG ASSET MANAGEMENT CORP | 280,457 | $17M | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 273,129 | $17M | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 264,957 | $16M | 0.2% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 254,749 | $16M | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 250,359 | $15M | 0.1% | 2026-Q2 |
| Avior Wealth Management, LLC added | 248,290 | $15M | 0.1% | 2026-Q2 |
| Aventura Private Wealth, LLC trimmed | 243,261 | $15M | 0.1% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 242,328 | $15M | 0.1% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 239,153 | $14M | 0.1% | 2026-Q2 |
| Compass Financial Services Inc added | 234,825 | $14M | 0.1% | 2026-Q2 |
| Argent Trust Co added | 228,134 | $14M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 224,862 | $14M | 0.1% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 222,830 | $14M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 222,389 | $14M | 0.1% | 2026-Q2 |
| Bernardo Wealth Planning LLC added | 222,110 | $14M | 0.1% | 2026-Q2 |
| Centurion Wealth Management LLC trimmed | 221,476 | $14M | 0.1% | 2026-Q2 |
| Cambridge Advisors Inc. trimmed | 204,827 | $13M | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC added | 202,252 | $12M | 0.1% | 2026-Q2 |
| Prota Financial, LLC trimmed | 200,297 | $12M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 199,609 | $12M | 0.1% | 2026-Q2 |
| NEW WAVE WEALTH ADVISORS LLC added | 191,234 | $12M | 0.1% | 2026-Q2 |
| Eldridge Investment Advisors, Inc. trimmed | 191,129 | $12M | 0.1% | 2026-Q2 |
| Morse Asset Management, Inc added | 189,118 | $12M | 0.1% | 2026-Q2 |
| Caerus Investment Advisors, LLC added | 188,082 | $12M | 0.1% | 2026-Q2 |
| Mountain Capital Investment Advisors Inc. trimmed | 187,021 | $11M | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 183,824 | $11M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 182,903 | $11M | 0.1% | 2026-Q2 |
| Three Magnolias Financial Advisors, LLC trimmed | 181,178 | $11M | 0.1% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 168,364 | $10M | 0.1% | 2026-Q2 |
| Indivisible Partners trimmed | 167,337 | $10M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 166,464 | $10M | 0.1% | 2026-Q2 |
| SOUTHERN CAPITAL SERVICES INC /ADV trimmed | 166,216 | $10M | 0.1% | 2026-Q2 |
| Creative Planning added | 166,081 | $10M | 0.1% | 2026-Q2 |
| Larson Financial Group LLC added | 165,847 | $10M | 0.1% | 2026-Q2 |
| ADG Wealth Management Group, LLC added | 162,899 | $10M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 160,918 | $10M | 0.1% | 2026-Q2 |
| Spire Wealth Management added | 159,768 | $10M | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 159,537 | $10M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 157,145 | $10M | 0.1% | 2026-Q2 |
| Principle Wealth Partners LLC added | 156,531 | $10M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.