JEPQ · Insider trading · 13F holders · Congress trades
J P Morgan Exchange Traded F (JEPQ)
Who is buying and selling JEPQ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 255
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
JEPQ at a glance
- No open-market insider purchases or sales of JEPQ were filed in the last 90 days.
- 255 13F filers hold JEPQ among their 50 largest positions, worth $2.5B combined. The biggest bets by portfolio weight are James Reed Financial Services, Inc. (20.1%), Adams Asset Advisors, LLC (13.7%) and Pvg Asset Management Corp (11.8%). In their latest 13Fs, 0 managers opened a new position and 78 added to one.
- No member of Congress has disclosed a trade in JEPQ.
JEPQ insider trading
No open-market insider purchases or sales of JEPQ were filed in the last 90 days.
Who owns JEPQ? Hedge funds and superinvestors
255 13F filers hold JEPQ among their 50 largest positions, worth $2.5B combined. The biggest bets by portfolio weight are James Reed Financial Services, Inc. (20.1%), Adams Asset Advisors, LLC (13.7%) and Pvg Asset Management Corp (11.8%). In their latest 13Fs, 0 managers opened a new position and 78 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Osaic Holdings, Inc.Investment manager | 0.3% | $268.3M | 4,365,130 | — | Q2 2026 |
| Adams Asset Advisors, LLCWealth manager | 13.7% | $135.1M | 2,205,299 | +56.6% shares | Q3 2026 |
| Equitable Holdings, Inc.Insurance company | 0.8% | $129.6M | 2,152,109 | -0.1% shares | Q2 2026 |
| RiverFront Investment Group, LLCAsset manager | 1.7% | $126.6M | 2,060,239 | +0.9% shares | Q2 2026 |
| Allworth Financial LPInvestment manager | 0.5% | $106.2M | 1,728,321 | -16.5% shares | Q2 2026 |
| Capital Advisors Inc/okAsset manager | 1.3% | $85.6M | 1,392,157 | -0.2% shares | Q2 2026 |
| Hilton Capital Management, LLCAsset manager | 5.0% | $72.9M | 1,186,561 | +9.2% shares | Q2 2026 |
| Apollon Wealth Management, LLCWealth manager | 0.6% | $49.4M | 806,392 | +11.1% shares | Q3 2026 |
| SBI Securities Co., Ltd.Broker-dealer | 1.1% | $48.3M | 787,689 | +4.4% shares | Q3 2026 |
| Wealth Advisors of Iowa, LLCWealth manager | 11.2% | $41.4M | 674,013 | +6.1% shares | Q2 2026 |
| IMC-Chicago, LLCBroker-dealer | 0.4% | $40.3M | 655,652 | — | Q2 2026 |
| Great Valley Advisor Group, Inc.Wealth manager | 0.6% | $39.1M | 635,496 | +8.1% shares | Q2 2026 |
| Traynor Capital Management, Inc.Wealth manager | 1.7% | $37.6M | 613,472 | +9.6% shares | Q3 2026 |
| Magnus Financial Group LLCWealth manager | 2.4% | $35.2M | 574,008 | +6.3% shares | Q3 2026 |
| Venture Visionary Partners LLCWealth manager | 0.9% | $33.0M | 539,334 | +11.1% shares | Q3 2026 |
| Lebenthal Global Advisors, LLCWealth manager | 4.4% | $32.9M | 536,401 | +2.0% shares | Q3 2026 |
| Signature Estate & Investment Advisors LLCWealth manager | 0.6% | $32.2M | 525,781 | +1.1% shares | Q3 2026 |
| HUB Investment Partners, LLCWealth manager | 0.5% | $29.8M | 484,137 | +4.1% shares | Q2 2026 |
| Kingsview Wealth Management, LLCWealth manager | 0.3% | $28.9M | 469,715 | — | Q2 2026 |
| PSI Advisors, LLCWealth manager | 6.7% | $28.9M | 469,545 | -10.6% shares | Q2 2026 |
| James Reed Financial Services, Inc.Wealth manager | 20.1% | $26.6M | 433,531 | +2.2% shares | Q3 2026 |
| Cornerstone Advisory, LLCWealth manager | 2.0% | $24.2M | 394,178 | +1.7% shares | Q2 2026 |
| SageGuard Financial Group, LLCWealth manager | 3.3% | $23.4M | 380,856 | +8.1% shares | Q2 2026 |
| Independent Financial Group, LLCWealth manager | 0.4% | $21.9M | 357,660 | +1.6% shares | Q3 2026 |
| Bernardo Wealth Planning LLCWealth manager | 1.8% | $20.8M | 340,176 | +53.2% shares | Q3 2026 |
| Avior Wealth Management, LLCWealth manager | 0.5% | $17.8M | 289,896 | — | Q3 2026 |
| Pvg Asset Management CorpInstitutional asset manager | 11.8% | $17.1M | 279,791 | -0.2% shares | Q3 2026 |
| Hennion & Walsh Asset Management, Inc.Wealth manager | 0.5% | $16.2M | 263,920 | +3.6% shares | Q3 2026 |
| Kingswood Wealth Advisors, LLCWealth manager | 0.6% | $15.0M | 244,084 | +0.7% shares | Q3 2026 |
| Aventura Private Wealth, LLCWealth manager | 4.6% | $15.0M | 243,261 | -12.5% shares | Q2 2026 |
The 30 largest of 255 positions, by value. Each manager counts with its latest 13F (Q3 2026: 139, Q2 2026: 110, Q1 2026: 6). Screen JEPQ in the grand portfolio →
JEPQ stock trades by members of Congress
No member of Congress has disclosed a trade in JEPQ.
JEPQ questions and answers
Are insiders buying JEPQ stock?
No open-market insider purchases or sales of JEPQ were filed in the last 90 days.
Which hedge funds own JEPQ?
255 13F filers hold JEPQ among their 50 largest positions, worth $2.5B combined. The biggest bets by portfolio weight are James Reed Financial Services, Inc. (20.1%), Adams Asset Advisors, LLC (13.7%) and Pvg Asset Management Corp (11.8%). In their latest 13Fs, 0 managers opened a new position and 78 added to one.
Has Congress traded JEPQ?
No member of Congress has disclosed a trade in JEPQ.
Who is the largest holder of JEPQ?
Among 13F filers, Osaic Holdings, Inc. reports the largest JEPQ position, $268.3M (4,365,130 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is James Reed Financial Services, Inc.'s: 20.1% of its portfolio.
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