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HEQQ — J P MORGAN EXCHANGE TRADED F

Reported value held$35.20M
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)2
Institutional value$24.50M · 401.85K sh
New / Add / Cut / Exit1 / 0 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +18582.1% (+399.70K sh)
Institutional value change Up +20077.4%

As of Q2 2026, 2 SEC-registered investment managers reported holding HEQQ (J P MORGAN EXCHANGE TRADED F) in their latest 13F filings, with a combined reported value of $24.50M across 401.85K shares. That is +18582.1% by share count (+399.70K shares) versus the previous quarter, while reported value moved +20077.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 2 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 400.00K $24.39M 0.00% New
UBS Group AG history 1.85K $113.28K 0.00% Reduce

Q1 2026 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 2.15K $121.44K 0.00% Add

Q4 2025 — 2 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 400.00K $23.34M 0.00% Hold
UBS Group AG history 300 $17.50K 0.00% Add

Q3 2025 — 2 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 400.00K $22.87M 0.00% Add
UBS Group AG history 117 $6.69K 0.00% New

Q2 2025 — 5 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 200.00K $10.70M 0.00% Hold
JPMorgan Chase & Co history 200.00K $10.70M 0.00% Hold
Morgan Stanley history 100.00K $5.35M 0.00% Hold
Morgan Stanley history 100.00K $5.35M 0.00% Hold
Bank of America Corp history 100.00K $5.35M 0.00% Hold

Q1 2025 — 5 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 200.00K $9.86M 0.00% New
JPMorgan Chase & Co history 200.00K $9.86M 0.00% New
Morgan Stanley history 100.00K $4.93M 0.00% New
Morgan Stanley history 100.00K $4.93M 0.00% New
Bank of America Corp history 100.00K $4.93M 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
JPMorgan Chase & Co 400.00K — 400.00K 400.00K 200.00K 200.00K
UBS Group AG 1.85K 2.15K 300 117 — —
Morgan Stanley — — — — 100.00K 100.00K
Bank of America Corp — — — — 100.00K 100.00K

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