JEPQ — J P Morgan Exchange Traded F 机构持仓 · 2026年Q3

Name: 谁持有 JEPQ？59 家机构、2.4 亿美元（2026年Q3）
Creator: ko.io

谁持有 J P Morgan Exchange Traded F（JEPQ）？2026年Q3（报告期截至 2026-09-30）共有 59 家机构在 SEC 13F 申报中报告持有，合计 2.44 亿美元。前几大持有机构：Adams Asset Advisors, LLC（1.35 亿美元）、Venture Visionary Partners LLC（3,300.00 万美元）、Farther Finance Advisors, LLC（1,260.00 万美元）。

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

来源：SEC 13F 申报文件 · 截至 2026-09-30