JEPQ

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$56.14

-1.06 (-1.85%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding JEPQ · 2026-Q1 methodology → sources →

952 holders

% of shares outstanding held

—

Shares held (13F)

185,927,598

Reporting holders

952

Top holders

largest 100 of 952 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	23,591,67123.6M	$1.3B	—	ADD 5%
2	JPMORGAN CHASE & CO	22,637,63122.6M	$1.2B	—	TRIM -4%
3	LPL Financial LLC	16,876,93716.9M	$937M	—	ADD 13%
4	BANK OF AMERICA CORP /DE/	13,877,68813.9M	$770M	—	ADD 9%
5	WELLS FARGO & COMPANY/MN	9,078,8299.1M	$504M	—	ADD 11%
6	AMERIPRISE FINANCIAL INC	4,915,6334.9M	$273M	—	TRIM -2%
7	ROYAL BANK OF CANADA	4,606,3954.6M	$256M	—	ADD 13%
8	RAYMOND JAMES FINANCIAL INC	4,273,6674.3M	$237M	—	ADD 9%
9	ENVESTNET ASSET MANAGEMENT INC	4,009,1074.0M	$223M	—	ADD 18%
10	OSAIC HOLDINGS, INC.	3,733,9323.7M	$207M	—	TRIM -4%
11	UBS Group AG	3,490,7543.5M	$194M	—	—
12	COMMONWEALTH EQUITY SERVICES, LLC	3,122,6793.1M	$173M	—	ADD 9%
13	Cetera Investment Advisers	3,035,6443.0M	$169M	—	ADD 7%
14	JONES FINANCIAL COMPANIES LLLP	2,153,7182.2M	$117M	—	ADD 26%
15	Allworth Financial LP	2,069,7872.1M	$115M	—	—
16	RiverFront Investment Group, LLC	2,042,0612.0M	$113M	—	ADD 4%
17	Equitable Holdings, Inc.	2,154,9472.2M	$79M	—	ADD 12%
18	CAPITAL ADVISORS INC/OK	1,394,7541.4M	$77M	—	ADD 24%
19	STIFEL FINANCIAL CORP	1,299,0131.3M	$72M	—	ADD 2%
20	Kestra Advisory Services, LLC	1,249,6051.2M	$69M	—	ADD 9%
21	MML INVESTORS SERVICES, LLC	1,187,8711.2M	$66M	—	TRIM -12%
22	Mariner, LLC	1,123,9281.1M	$62M	—	ADD 70%
23	TWO SIGMA INVESTMENTS, LP	1,088,7001.1M	$60M	—	ADD 14039%
24	Adams Asset Advisors, LLC	1,087,0551.1M	$60M	—	NEW
25	Hilton Capital Management, LLC	1,086,4311.1M	$60M	—	—
26	Private Advisor Group, LLC	969,583969,583	$54M	—	TRIM -4%
27	CWM, LLC	917,534917,534	$51M	—	ADD 11%
28	Cambridge Investment Research Advisors, Inc.	892,093892,093	$50M	—	ADD 8%
29	HighTower Advisors, LLC	851,871851,871	$47M	—	—
30	SBI Securities Co., Ltd.	769,219769,219	$43M	—	ADD 4%
31	Rockefeller Capital Management L.P.	765,798765,798	$43M	—	ADD 17%
32	Baird Financial Group, Inc.	687,726687,726	$38M	—	ADD 4%
33	Apollon Wealth Management, LLC	659,577659,577	$37M	—	ADD 8%
34	Steward Partners Investment Advisory, LLC	649,835649,835	$36M	—	ADD 6%
35	Wealth Advisors of Iowa, LLC	635,087635,087	$35M	—	ADD 3%
36	CARY STREET PARTNERS FINANCIAL LLC	628,291628,291	$35M	—	ADD 7%
37	TRUIST FINANCIAL CORP	599,476599,476	$33M	—	ADD 4%
38	FRANKLIN RESOURCES INC	591,878591,878	$33M	—	—
39	GREAT VALLEY ADVISOR GROUP, INC.	587,747587,747	$33M	—	ADD 12%
40	Independent Advisor Alliance	568,891568,891	$32M	—	NEW
41	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	567,921567,921	$32M	—	TRIM -4%
42	Focus Partners Wealth	554,459554,459	$31M	—	ADD 24%
43	PSI Advisors, LLC	524,994524,994	$29M	—	ADD 6%
44	Lebenthal Global Advisors, LLC	523,278523,278	$29M	—	—
45	PNC FINANCIAL SERVICES GROUP, INC.	522,729522,729	$29M	—	ADD 48%
46	Magnus Financial Group LLC	505,220505,220	$28M	—	ADD 8%
47	HUB Investment Partners, LLC	465,179465,179	$26M	—	ADD 29%
48	Waverly Advisors, LLC	423,145423,145	$23M	—	ADD 46%
49	James Reed Financial Services, Inc.	421,287421,287	$23M	—	TRIM -4%
50	Cornerstone Advisory, LLC	387,617387,617	$22M	—	—
51	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	380,831380,831	$21M	—	TRIM -37%
52	Kingsview Wealth Management, LLC	381,007381,007	$21M	—	ADD 27%
53	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	376,060376,060	$21M	—	ADD 11%
54	Traynor Capital Management, Inc.	370,786370,786	$20M	—	ADD 17%
55	SageGuard Financial Group, LLC	352,467352,467	$20M	—	TRIM -4%
56	Prime Capital Investment Advisors, LLC	336,969336,969	$19M	—	ADD 8%
57	Wealthfront Advisers LLC	332,015332,015	$18M	—	ADD 13%
58	INDEPENDENT FINANCIAL GROUP, LLC	309,893309,893	$17M	—	TRIM -3%
59	Cerity Partners LLC	305,895305,895	$17M	—	ADD 11%
60	&PARTNERS	293,889293,889	$16M	—	ADD 12%
61	WESTWOOD HOLDINGS GROUP INC	292,336292,336	$16M	—	TRIM -13%
62	Aventura Private Wealth, LLC	278,150278,150	$15M	—	TRIM -8%
63	Centurion Wealth Management LLC	265,813265,813	$15M	—	ADD 6%
64	Hennion & Walsh Asset Management, Inc.	244,262244,262	$14M	—	ADD 63%
65	CITADEL ADVISORS LLC	244,019244,019	$14M	—	NEW
66	KINTRA WEALTH, LLC	236,004236,004	$13M	—	ADD 9%
67	Arax Advisory Partners	226,679226,679	$13M	—	ADD 4763%
68	Orion Porfolio Solutions, LLC	222,636222,636	$12M	—	TRIM -15%
69	KINGSWOOD WEALTH ADVISORS, LLC	220,722220,722	$12M	—	ADD 8%
70	CAPTRUST FINANCIAL ADVISORS	217,144217,144	$12M	—	ADD 837%
71	Bernardo Wealth Planning LLC	215,942215,942	$12M	—	TRIM -6%
72	Argent Trust Co	215,861215,861	$12M	—	ADD 2%
73	Compass Financial Services Inc	215,569215,569	$12M	—	ADD 5%
74	Prospera Financial Services Inc	214,264214,264	$12M	—	ADD 10%
75	ROTHSCHILD INVESTMENT LLC	212,866212,866	$12M	—	ADD 5%
76	UNITED CAPITAL FINANCIAL ADVISORS, LLC	212,112212,112	$12M	—	ADD 9%
77	Mountain Capital Investment Advisors Inc.	198,663198,663	$12M	—	TRIM -6%
78	U.S. Capital Wealth Advisors, LLC	211,145211,145	$12M	—	ADD 15%
79	KESTRA PRIVATE WEALTH SERVICES, LLC	207,627207,627	$12M	—	TRIM -3%
80	Patriot Financial Group Insurance Agency, LLC	206,914206,914	$11M	—	ADD 99%
81	Cambridge Advisors Inc.	206,159206,159	$11M	—	—
82	Venture Visionary Partners LLC	202,138202,138	$11M	—	ADD 9%
83	Prota Financial, LLC	200,924200,924	$11M	—	—
84	Three Magnolias Financial Advisors, LLC	197,560197,560	$11M	—	ADD 6%
85	Beacon Financial Advisory LLC	196,290196,290	$11M	—	—
86	SOUTHERN CAPITAL SERVICES INC /ADV	192,191192,191	$11M	—	ADD 4%
87	Eldridge Investment Advisors, Inc.	192,594192,594	$11M	—	—
88	Indivisible Partners	187,683187,683	$10M	—	ADD 54%
89	Integrated Wealth Concepts LLC	187,489187,489	$10M	—	ADD 81%
90	Morse Asset Management, Inc	177,377177,377	$10M	—	ADD 16%
91	MGO ONE SEVEN LLC	173,631173,631	$10M	—	—
92	Avior Wealth Management, LLC	168,439168,439	$9M	—	ADD 49%
93	Beacon Pointe Advisors, LLC	166,563166,563	$9M	—	ADD 37%
94	Cornerstone Wealth Management, LLC	161,407161,407	$9M	—	ADD 6%
95	ADG Wealth Management Group, LLC	160,133160,133	$9M	—	ADD 7%
96	Coastal Bridge Advisors, LLC	159,273159,273	$9M	—	—
97	Arkadios Wealth Advisors	158,972158,972	$9M	—	ADD 71%
98	FIFTH THIRD BANCORP	157,314157,314	$9M	—	ADD 4254%
99	Stratos Wealth Partners, LTD.	157,056157,056	$9M	—	ADD 25%
100	Smartleaf Asset Management LLC	159,537159,537	$9M	—	ADD 32%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

16.6M

19.5M

19.9M

21.1M

22.5M

23.6M

$1.3B

JPMORGAN CHASE & CO

20.3M

22.1M

29.2M

56.0M

23.7M

22.6M

$1.2B

LPL Financial LLC

8.9M

10.9M

13.1M

14.3M

14.9M

16.9M

$937M

BANK OF AMERICA CORP /DE/

7.9M

9.6M

11.1M

11.8M

12.7M

13.9M

$770M

WELLS FARGO & COMPANY/MN

5.7M

6.8M

7.6M

7.8M

8.2M

9.1M

$504M

AMERIPRISE FINANCIAL INC

2.0M

3.2M

3.7M

4.4M

5.0M

4.9M

$273M

ROYAL BANK OF CANADA

3.0M

3.1M

7.6M

4.0M

4.1M

4.6M

$256M

RAYMOND JAMES FINANCIAL INC

3.1M

3.8M

3.9M

4.3M

$237M

ENVESTNET ASSET MANAGEMENT INC

3.2M

3.4M

3.5M

3.6M

3.4M

4.0M

$223M

OSAIC HOLDINGS, INC.

2.7M

3.3M

3.6M

3.9M

3.7M

$207M

UBS Group AG

3.7M

3.8M

3.4M

3.5M

$194M

COMMONWEALTH EQUITY SERVICES, LLC

2.1M

2.7M

2.9M

2.8M

2.9M

3.1M

$173M

Cetera Investment Advisers

1.5M

1.6M

1.7M

2.7M

2.8M

3.0M

$169M

JONES FINANCIAL COMPANIES LLLP

—

473K

904K

1.3M

1.7M

2.2M

$117M

Allworth Financial LP

1.9M

2.0M

2.1M

$115M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	952	185,927,598	—	$10.2B
2025-Q4	934	174,617,498	—	$10.1B
2025-Q3	850	200,275,138	—	$11.5B
2025-Q2	803	173,013,404	—	$9.4B
2025-Q1	784	152,360,034	—	$7.9B
2024-Q4	752	133,544,705	—	$7.5B
2024-Q3	612	135,454,322	—	$7.3B
2024-Q2	580	122,332,278	—	$6.7B
2024-Q1	505	116,318,100	—	$6.3B
2023-Q4	423	80,424,063	—	$4.0B
2023-Q3	328	43,023,212	—	$2.0B
2023-Q2	269	29,016,474	—	$1.4B
2023-Q1	203	16,528,674	—

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding JEPQ · 2026-Q1 methodology → sources →

952 holders

% of shares outstanding held

—

Shares held (13F)

185,927,598

Reporting holders

952

Top holders

largest 100 of 952 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	23,591,67123.6M	$1.3B	—	ADD 5%
2	JPMORGAN CHASE & CO	22,637,63122.6M	$1.2B	—	TRIM -4%
3	LPL Financial LLC	16,876,93716.9M	$937M	—	ADD 13%
4	BANK OF AMERICA CORP /DE/	13,877,68813.9M	$770M	—	ADD 9%
5	WELLS FARGO & COMPANY/MN	9,078,8299.1M	$504M	—	ADD 11%
6	AMERIPRISE FINANCIAL INC	4,915,6334.9M	$273M	—	TRIM -2%
7	ROYAL BANK OF CANADA	4,606,3954.6M	$256M	—	ADD 13%
8	RAYMOND JAMES FINANCIAL INC	4,273,6674.3M	$237M	—	ADD 9%
9	ENVESTNET ASSET MANAGEMENT INC	4,009,1074.0M	$223M	—	ADD 18%
10	OSAIC HOLDINGS, INC.	3,733,9323.7M	$207M	—	TRIM -4%
11	UBS Group AG	3,490,7543.5M	$194M	—	—
12	COMMONWEALTH EQUITY SERVICES, LLC	3,122,6793.1M	$173M	—	ADD 9%
13	Cetera Investment Advisers	3,035,6443.0M	$169M	—	ADD 7%
14	JONES FINANCIAL COMPANIES LLLP	2,153,7182.2M	$117M	—	ADD 26%
15	Allworth Financial LP	2,069,7872.1M	$115M	—	—
16	RiverFront Investment Group, LLC	2,042,0612.0M	$113M	—	ADD 4%
17	Equitable Holdings, Inc.	2,154,9472.2M	$79M	—	ADD 12%
18	CAPITAL ADVISORS INC/OK	1,394,7541.4M	$77M	—	ADD 24%
19	STIFEL FINANCIAL CORP	1,299,0131.3M	$72M	—	ADD 2%
20	Kestra Advisory Services, LLC	1,249,6051.2M	$69M	—	ADD 9%
21	MML INVESTORS SERVICES, LLC	1,187,8711.2M	$66M	—	TRIM -12%
22	Mariner, LLC	1,123,9281.1M	$62M	—	ADD 70%
23	TWO SIGMA INVESTMENTS, LP	1,088,7001.1M	$60M	—	ADD 14039%
24	Adams Asset Advisors, LLC	1,087,0551.1M	$60M	—	NEW
25	Hilton Capital Management, LLC	1,086,4311.1M	$60M	—	—
26	Private Advisor Group, LLC	969,583969,583	$54M	—	TRIM -4%
27	CWM, LLC	917,534917,534	$51M	—	ADD 11%
28	Cambridge Investment Research Advisors, Inc.	892,093892,093	$50M	—	ADD 8%
29	HighTower Advisors, LLC	851,871851,871	$47M	—	—
30	SBI Securities Co., Ltd.	769,219769,219	$43M	—	ADD 4%
31	Rockefeller Capital Management L.P.	765,798765,798	$43M	—	ADD 17%
32	Baird Financial Group, Inc.	687,726687,726	$38M	—	ADD 4%
33	Apollon Wealth Management, LLC	659,577659,577	$37M	—	ADD 8%
34	Steward Partners Investment Advisory, LLC	649,835649,835	$36M	—	ADD 6%
35	Wealth Advisors of Iowa, LLC	635,087635,087	$35M	—	ADD 3%
36	CARY STREET PARTNERS FINANCIAL LLC	628,291628,291	$35M	—	ADD 7%
37	TRUIST FINANCIAL CORP	599,476599,476	$33M	—	ADD 4%
38	FRANKLIN RESOURCES INC	591,878591,878	$33M	—	—
39	GREAT VALLEY ADVISOR GROUP, INC.	587,747587,747	$33M	—	ADD 12%
40	Independent Advisor Alliance	568,891568,891	$32M	—	NEW
41	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	567,921567,921	$32M	—	TRIM -4%
42	Focus Partners Wealth	554,459554,459	$31M	—	ADD 24%
43	PSI Advisors, LLC	524,994524,994	$29M	—	ADD 6%
44	Lebenthal Global Advisors, LLC	523,278523,278	$29M	—	—
45	PNC FINANCIAL SERVICES GROUP, INC.	522,729522,729	$29M	—	ADD 48%
46	Magnus Financial Group LLC	505,220505,220	$28M	—	ADD 8%
47	HUB Investment Partners, LLC	465,179465,179	$26M	—	ADD 29%
48	Waverly Advisors, LLC	423,145423,145	$23M	—	ADD 46%
49	James Reed Financial Services, Inc.	421,287421,287	$23M	—	TRIM -4%
50	Cornerstone Advisory, LLC	387,617387,617	$22M	—	—
51	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	380,831380,831	$21M	—	TRIM -37%
52	Kingsview Wealth Management, LLC	381,007381,007	$21M	—	ADD 27%
53	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	376,060376,060	$21M	—	ADD 11%
54	Traynor Capital Management, Inc.	370,786370,786	$20M	—	ADD 17%
55	SageGuard Financial Group, LLC	352,467352,467	$20M	—	TRIM -4%
56	Prime Capital Investment Advisors, LLC	336,969336,969	$19M	—	ADD 8%
57	Wealthfront Advisers LLC	332,015332,015	$18M	—	ADD 13%
58	INDEPENDENT FINANCIAL GROUP, LLC	309,893309,893	$17M	—	TRIM -3%
59	Cerity Partners LLC	305,895305,895	$17M	—	ADD 11%
60	&PARTNERS	293,889293,889	$16M	—	ADD 12%
61	WESTWOOD HOLDINGS GROUP INC	292,336292,336	$16M	—	TRIM -13%
62	Aventura Private Wealth, LLC	278,150278,150	$15M	—	TRIM -8%
63	Centurion Wealth Management LLC	265,813265,813	$15M	—	ADD 6%
64	Hennion & Walsh Asset Management, Inc.	244,262244,262	$14M	—	ADD 63%
65	CITADEL ADVISORS LLC	244,019244,019	$14M	—	NEW
66	KINTRA WEALTH, LLC	236,004236,004	$13M	—	ADD 9%
67	Arax Advisory Partners	226,679226,679	$13M	—	ADD 4763%
68	Orion Porfolio Solutions, LLC	222,636222,636	$12M	—	TRIM -15%
69	KINGSWOOD WEALTH ADVISORS, LLC	220,722220,722	$12M	—	ADD 8%
70	CAPTRUST FINANCIAL ADVISORS	217,144217,144	$12M	—	ADD 837%
71	Bernardo Wealth Planning LLC	215,942215,942	$12M	—	TRIM -6%
72	Argent Trust Co	215,861215,861	$12M	—	ADD 2%
73	Compass Financial Services Inc	215,569215,569	$12M	—	ADD 5%
74	Prospera Financial Services Inc	214,264214,264	$12M	—	ADD 10%
75	ROTHSCHILD INVESTMENT LLC	212,866212,866	$12M	—	ADD 5%
76	UNITED CAPITAL FINANCIAL ADVISORS, LLC	212,112212,112	$12M	—	ADD 9%
77	Mountain Capital Investment Advisors Inc.	198,663198,663	$12M	—	TRIM -6%
78	U.S. Capital Wealth Advisors, LLC	211,145211,145	$12M	—	ADD 15%
79	KESTRA PRIVATE WEALTH SERVICES, LLC	207,627207,627	$12M	—	TRIM -3%
80	Patriot Financial Group Insurance Agency, LLC	206,914206,914	$11M	—	ADD 99%
81	Cambridge Advisors Inc.	206,159206,159	$11M	—	—
82	Venture Visionary Partners LLC	202,138202,138	$11M	—	ADD 9%
83	Prota Financial, LLC	200,924200,924	$11M	—	—
84	Three Magnolias Financial Advisors, LLC	197,560197,560	$11M	—	ADD 6%
85	Beacon Financial Advisory LLC	196,290196,290	$11M	—	—
86	SOUTHERN CAPITAL SERVICES INC /ADV	192,191192,191	$11M	—	ADD 4%
87	Eldridge Investment Advisors, Inc.	192,594192,594	$11M	—	—
88	Indivisible Partners	187,683187,683	$10M	—	ADD 54%
89	Integrated Wealth Concepts LLC	187,489187,489	$10M	—	ADD 81%
90	Morse Asset Management, Inc	177,377177,377	$10M	—	ADD 16%
91	MGO ONE SEVEN LLC	173,631173,631	$10M	—	—
92	Avior Wealth Management, LLC	168,439168,439	$9M	—	ADD 49%
93	Beacon Pointe Advisors, LLC	166,563166,563	$9M	—	ADD 37%
94	Cornerstone Wealth Management, LLC	161,407161,407	$9M	—	ADD 6%
95	ADG Wealth Management Group, LLC	160,133160,133	$9M	—	ADD 7%
96	Coastal Bridge Advisors, LLC	159,273159,273	$9M	—	—
97	Arkadios Wealth Advisors	158,972158,972	$9M	—	ADD 71%
98	FIFTH THIRD BANCORP	157,314157,314	$9M	—	ADD 4254%
99	Stratos Wealth Partners, LTD.	157,056157,056	$9M	—	ADD 25%
100	Smartleaf Asset Management LLC	159,537159,537	$9M	—	ADD 32%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

16.6M

19.5M

19.9M

21.1M

22.5M

23.6M

$1.3B

JPMORGAN CHASE & CO

20.3M

22.1M

29.2M

56.0M

23.7M

22.6M

$1.2B

LPL Financial LLC

8.9M

10.9M

13.1M

14.3M

14.9M

16.9M

$937M

BANK OF AMERICA CORP /DE/

7.9M

9.6M

11.1M

11.8M

12.7M

13.9M

$770M

WELLS FARGO & COMPANY/MN

5.7M

6.8M

7.6M

7.8M

8.2M

9.1M

$504M

AMERIPRISE FINANCIAL INC

2.0M

3.2M

3.7M

4.4M

5.0M

4.9M

$273M

ROYAL BANK OF CANADA

3.0M

3.1M

7.6M

4.0M

4.1M

4.6M

$256M

RAYMOND JAMES FINANCIAL INC

3.1M

3.8M

3.9M

4.3M

$237M

ENVESTNET ASSET MANAGEMENT INC

3.2M

3.4M

3.5M

3.6M

3.4M

4.0M

$223M

OSAIC HOLDINGS, INC.

2.7M

3.3M

3.6M

3.9M

3.7M

$207M

UBS Group AG

3.7M

3.8M

3.4M

3.5M

$194M

COMMONWEALTH EQUITY SERVICES, LLC

2.1M

2.7M

2.9M

2.8M

2.9M

3.1M

$173M

Cetera Investment Advisers

1.5M

1.6M

1.7M

2.7M

2.8M

3.0M

$169M

JONES FINANCIAL COMPANIES LLLP

—

473K

904K

1.3M

1.7M

2.2M

$117M

Allworth Financial LP

1.9M

2.0M

2.1M

$115M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	952	185,927,598	—	$10.2B
2025-Q4	934	174,617,498	—	$10.1B
2025-Q3	850	200,275,138	—	$11.5B
2025-Q2	803	173,013,404	—	$9.4B
2025-Q1	784	152,360,034	—	$7.9B
2024-Q4	752	133,544,705	—	$7.5B
2024-Q3	612	135,454,322	—	$7.3B
2024-Q2	580	122,332,278	—	$6.7B
2024-Q1	505	116,318,100	—	$6.3B
2023-Q4	423	80,424,063	—	$4.0B
2023-Q3	328	43,023,212	—	$2.0B
2023-Q2	269	29,016,474	—	$1.4B
2023-Q1	203	16,528,674	—

Short interest has its own tab now — open SI →

JEPQ☆

Institutional ownership· 13F filers holding JEPQ · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding JEPQ · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

JEPQ