13F institutional ownership facts

Institutions tracked

18

Reported value

$13,926,836.00

Reported shares

226,600

Latest filing period

Q2 2026

Top institutional holders

  1. Jamie Dimon - JPMorgan Chase · $1,404,276,248 · 0.08%
  2. Morgan Stanley · $1,599,205,140 · 0.08%
  3. UBS Group · $196,759,273 · 0.03%
  4. Ken Griffin - Citadel Advisors · $19,371,209 · 0%
  5. Renaissance Technologies · $7,276,864 · 0.01%
  6. PNC Financial Services · $41,718,364 · 0.02%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$ETF-JEPQ

Institutional Holdings

18

Top Institutions

Top Institutions

1

Jamie Dimon - JPMorgan Chase

23,134,698 shares

0.08%

% of Portfolio

2

Morgan Stanley

26,020,258 shares

0.08%

% of Portfolio

3

UBS Group

3,201,420 shares

0.03%

% of Portfolio

4

Ken Griffin - Citadel Advisors

315,184 shares

0.00%

% of Portfolio

5

Renaissance Technologies

118,400 shares

0.01%

% of Portfolio

6

PNC Financial Services

678,789 shares

0.02%

% of Portfolio

7

Franklin Resources

617,356 shares

0.01%

% of Portfolio

8

Joel Greenblatt - Gotham Asset Management

46,400 shares

0.01%

% of Portfolio

9

Two Sigma Investments

108,200 shares

NaN%

% of Portfolio

10

Mike Hankin - Brown Advisory INC

34,357 shares

NaN%

% of Portfolio

11

Cliff Asness - AQR Capital Management

35,286 shares

NaN%

% of Portfolio

12

Neuberger Berman

4,695 shares

NaN%

% of Portfolio

13

Israel Englander - Millennium Management

4,221 shares

NaN%

% of Portfolio

14

David Solomon - Goldman Sachs

27,591 shares

NaN%

% of Portfolio

15

Ken Fisher - Fisher Asset Management

6,237 shares

NaN%

% of Portfolio

16

Northern Trust Corp

8,150 shares

NaN%

% of Portfolio

17

Larry Fink - BlackRock

26,672 shares

NaN%

% of Portfolio

18

Jefferies Group

7,642 shares

NaN%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

43%

LARGE

26%

MEDIUM

29%

SMALL

2%

Geographic Distribution

North America
73%
Europe
21%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

48

Sellers

21

Holders

94

New

20

Exited

11

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Insider TradingPRO

Trading Statistics

Insider Buyers

11

Insider Sellers

21

Purchase Value

$29.2M

Role Distribution

CEO
28%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

68

B-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
73
Recent Activity
66
Concentration
79
Momentum
77
Stability
66

Recent Actions

New

13

Increased

31

Decreased

17

Exited

2

Total

30

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