J P MORGAN EXCHANGE TRADED F (JEPQ): Institutional Ownership

Hedge funds and institutional managers reporting a position in JEPQ. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders

13F filers

Aggregate Value

$82.5M

Across holders

Last Price

$59.42

2026-06-26

Sector

GICS

Holder activity2 new3 added2 reduced

Institutional Holders of JEPQ

↗

8 holders

Manager⇅	Type⇅	Shares⇅	Market Value▼	% of Total⇅	% of Portfolio⇅	Action⇅	QoQ Change⇅	Quarter⇅
TWO SIGMA INVESTMENTS, LP CIK 0001179392	Hedge Fund	1.09M	$60.4M	73.3%	0.0%	Added	+$60.0M	Q1 2026
CITADEL ADVISORS LLC CIK 0001423053	Hedge Fund	170K	$9.5M	11.5%	0.0%	Added	+$2.4M	Q1 2026
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389	Hedge Fund	103K	$5.7M	6.9%	0.0%	New	—	Q1 2026
MARSHALL WACE, LLP CIK 0001318757	Hedge Fund	76K	$4.2M	5.0%	0.0%	New	—	Q2 2025
AQR CAPITAL MANAGEMENT LLC CIK 0001167557	Hedge Fund	22K	$1.2M	1.5%	0.0%	Reduced	$-494K	Q1 2026
Gotham Asset Management, LLC CIK 0001510387	Hedge Fund	20K	$1.1M	1.4%	0.0%	Unchanged	+$0	Q1 2026
Fisher Asset Management, LLC CIK 0000850529	Institutional Manager	6K	$348K	0.4%	0.0%	Added	+$103K	Q1 2026
Qube Research & Technologies Ltd CIK 0001729829	Hedge Fund	179	$10K	0.0%	0.0%	Reduced	$-87K	Q1 2026

$60.4M· 73.3% of total· 0.0% port· 1.09M sh· +$60.0M QoQ· Q1 2026

$9.5M· 11.5% of total· 0.0% port· 170K sh· +$2.4M QoQ· Q1 2026

$5.7M· 6.9% of total· 0.0% port· 103K sh· — QoQ· Q1 2026

$4.2M· 5.0% of total· 0.0% port· 76K sh· — QoQ· Q2 2025

$1.2M· 1.5% of total· 0.0% port· 22K sh· $-494K QoQ· Q1 2026

$1.1M· 1.4% of total· 0.0% port· 20K sh· +$0 QoQ· Q1 2026

$348K· 0.4% of total· 0.0% port· 6K sh· +$103K QoQ· Q1 2026

$10K· 0.0% of total· 0.0% port· 179 sh· $-87K QoQ· Q1 2026