JEPQ — J P Morgan Exchange Traded F Institutional Holders · Q3 2026

Name: Who Owns JEPQ? 59 Institutions Hold $244M (Q3 2026)
Creator: ko.io

Who owns J P Morgan Exchange Traded F (JEPQ)? 59 institutions reported holding $244.40M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Adams Asset Advisors, LLC ($135.1M), Venture Visionary Partners LLC ($33.0M), Farther Finance Advisors, LLC ($12.6M).

Rank	Institution	Value	Shares	Change
1	Adams Asset Advisors, LLC	$135.1M	2.2M	Added
2	Venture Visionary Partners LLC	$33.0M	539,334	Added
3	Farther Finance Advisors, LLC	$12.6M	206,318	Added
4	Prota Financial, LLC	$12.4M	204,358	Added
5	Intelligence Driven Advisers, LLC	$5.1M	84,000	Hold
6	Apella Capital, LLC	$5.1M	83,276	Added
7	M.E. ALLISON & CO., INC.	$3.8M	62,209	Added
8	Investment Partners Asset Management, Inc.	$3.7M	60,442	Added
9	Avidian Wealth Enterprises, LLC	$3.6M	59,034	Added
10	TrueWealth Advisors, LLC	$2.8M	45,396	Added
11	CHAPIN DAVIS, INC.	$2.5M	41,277	Added
12	PRIVATE CLIENT SERVICES, LLC	$2.3M	37,843	Added
13	TOMPKINS FINANCIAL CORP	$2.0M	33,000	Added
14	Strong Retirement Solutions LLC	$1.9M	30,655	Added
15	Nautilus Advisors LLC	$1.8M	28,766	Added
16	Cooper Financial Group	$1.2M	19,956	Added
17	Legacy Private Trust Co.	$1.2M	18,910	Added
18	Integrated Financial Solutions, Inc.	$1.1M	17,450	Added
19	Stonebridge Financial Group, LLC	$978,647	15,975	Added
20	Castle Rock Wealth Management, LLC	$712,820	11,638	Added
21	ARMSTRONG ADVISORY GROUP, INC	$684,006	11,166	Added
22	Capital Advisors Wealth Management, LLC	$670,348	10,943	Added
23	Galvin, Gaustad & Stein, LLC	$669,266	10,925	Added
24	Private Capital Advisors, Inc.	$658,913	10,756	Added
25	Global Wealth Strategies & Associates	$654,196	10,679	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30