JEPQ: J P Morgan Exchange Traded F insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
1,033 institutions reported holding $11.98B of J P Morgan Exchange Traded F on Form 13F (970 the quarter before). 119 opened a new position and 52 sold out. Shares held by institutions: +7%.
| Largest holders | Shares | Value |
|---|---|---|
| MORGAN STANLEY | 26,020,258 | $1.60B |
| JPMORGAN CHASE & CO | 23,134,698 | $1.40B |
| LPL Financial LLC | 18,594,541 | $1.14B |
| BANK OF AMERICA CORP /DE/ | 14,550,868 | $894.30M |
| WELLS FARGO & COMPANY/MN | 9,691,459 | $595.64M |
| AMERIPRISE FINANCIAL INC | 5,524,865 | $339.51M |
| ROYAL BANK OF CANADA | 4,865,661 | $299.04M |
| RAYMOND JAMES FINANCIAL INC | 4,410,368 | $271.06M |
| OSAIC HOLDINGS, INC. | 4,365,130 | $268.33M |
| ENVESTNET ASSET MANAGEMENT INC | 4,336,966 | $266.55M |
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