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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Institutional Ownership

JPMorgan Nasdaq Equity Premium Income ETF logo
$57.27 +0.69 (+1.22%)
As of 01/17/2025 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

Number of
Institutional Buyers
(last 12 months)
486
Total
Institutional Inflows
(last 12 months)
$1.85B
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$456.30M
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JEPQ Institutional Buying and Selling by Quarter

JPMorgan Nasdaq Equity Premium Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Smallwood Wealth Investment Management LLC8,956$505K0.3%N/A0.002%
1/17/2025 Lifestyle Asset Management Inc.58,694$3.31M1.8%+0.9%0.016%
1/17/2025 Key Client Fiduciary Advisors LLC5,389$304K0.1%N/A0.001%
1/17/2025 Secure Asset Management LLC4,038$228K0.0%+6.2%0.001%
1/17/2025 Marks Wealth LLC519,973$29.32M14.1%+1,722.7%0.138%
1/17/2025 IVC Wealth Advisors LLC76,124$4.29M2.4%+29.4%0.020%
1/17/2025 Galvin Gaustad & Stein LLC12,500$705K0.1%+27.2%0.003%
1/17/2025 Baron Silver Stevens Financial Advisors LLC10,313$581K0.1%+53.3%0.003%
1/17/2025 Avior Wealth Management LLC44,294$2.50M0.1%+50.8%0.012%
1/17/2025 Teamwork Financial Advisors LLC73,438$4.14M0.5%+12.9%0.020%
1/17/2025 Mutual Advisors LLC38,956$2.20M0.1%+33.0%0.010%
1/17/2025 Traynor Capital Management Inc.7,995$451K0.0%N/A0.002%
1/17/2025 Janney Montgomery Scott LLC974,244$54.93M0.2%+4.8%0.259%
1/17/2025 Evolution Wealth Advisors LLC32,350$1.82M0.3%N/A0.009%
1/17/2025 Magnus Financial Group LLC57,092$3.22M0.3%+29.1%0.015%
1/17/2025 Daymark Wealth Partners LLC25,809$1.46M0.0%+1.5%0.007%
1/17/2025 Global Trust Asset Management LLC3,155$178K0.1%-12.7%0.001%
1/17/2025 XML Financial LLC5,105$288K0.0%+4.6%0.001%
1/17/2025 Sheets Smith Wealth Management19,880$1.12M0.1%+22.2%0.005%
1/17/2025 Oxinas Partners Wealth Management LLC30,465$1.72M1.0%-2.2%0.008%
1/17/2025 Atomi Financial Group Inc.6,665$376K0.0%N/A0.002%
1/17/2025 Monterey Private Wealth Inc.39,194$2.21M0.7%+84.7%0.010%
1/16/2025 Sugar Maple Asset Management LLC723$41K0.0%N/A0.000%
1/16/2025 Pure Financial Advisors LLC8,395$473K0.0%N/A0.002%
1/16/2025 Koshinski Asset Management Inc.21,638$1.22M0.0%+4.7%0.006%
1/16/2025 Ulland Investment Advisors LLC1,206$68K0.0%N/A0.000%
1/16/2025 Purus Wealth Management LLC51,728$2.92M1.2%+44.8%0.014%
1/16/2025 Lee Johnson Capital Management LLC299,711$16.90M8.9%+7.3%0.080%
1/16/2025 M.E. Allison & CO. Inc.7,750$437K0.5%N/A0.002%
1/16/2025 Mechanics Bank Trust Department39,050$2.20M0.3%+155.4%0.010%
1/16/2025 Diversify Wealth Management LLC4,266$239K0.0%N/A0.001%
1/16/2025 Annex Advisory Services LLC15,152$854K0.0%+29.0%0.004%
1/16/2025 Cambridge Advisors Inc.177,466$10.01M2.2%+15.1%0.047%
1/16/2025 Bernardo Wealth Planning LLC129,950$7.28M1.7%-0.5%0.035%
1/16/2025 Kelly Financial Services LLC21,682$1.22M0.4%-27.6%0.006%
1/15/2025 Sandbox Financial Partners LLC123,333$6.95M2.3%+6.5%0.033%
1/15/2025 Herbst Group LLC11,400$643K0.4%N/A0.003%
1/15/2025 Krilogy Financial LLC103,125$5.81M0.4%+32.3%0.028%
1/15/2025 Ameritas Advisory Services LLC102,253$5.77M0.2%+80.8%0.027%
1/15/2025 Trust Co. of Vermont1,200$68K0.0%-17.8%0.000%
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1/15/2025 Westend Capital Management LLC14,681$828K0.2%+35.2%0.004%
1/15/2025 BTS Asset Management Inc.10,618$599K0.6%+105.4%0.003%
1/15/2025 Howard Financial Services LTD.14,228$802K0.1%+16.7%0.004%
1/15/2025 Arkadios Wealth Advisors49,197$2.77M0.2%+17.3%0.013%
1/15/2025 Lake Street Private Wealth LLC81,971$4.62M0.7%+27.9%0.022%
1/15/2025 TrueWealth Advisors LLC36,424$2.05M0.7%+11.3%0.010%
1/15/2025 Merit Financial Group LLC30,450$1.72M0.0%N/A0.008%
1/15/2025 Grant GrossMendelsohn LLC53,803$3.06M1.6%+2.0%0.014%
1/15/2025 Wealthcare Advisory Partners LLC88,701$5.00M0.1%+33.0%0.024%
1/15/2025 Tompkins Financial Corp4,311$243K0.0%N/A0.001%
1/15/2025 Goldstone Financial Group LLC49,800$2.81M0.4%+44.3%0.013%
1/15/2025 StoneCrest Wealth Management Inc.87,775$4.95M3.2%+4.3%0.024%
1/15/2025 Kraematon Investment Advisors Inc.23,866$1.35M1.3%+12.3%0.006%
1/15/2025 Bouvel Investment Partners LLC57,844$3.26M1.2%+78.5%0.015%
1/15/2025 Capital Advisors Wealth Management LLC8,261$466K0.1%N/A0.002%
1/15/2025 Hennion & Walsh Asset Management Inc.113,134$6.38M0.3%+29.6%0.030%
1/14/2025 Foresight Capital Management Advisors Inc.87,086$4.91M2.9%+75.0%0.023%
1/14/2025 Paradigm Strategies in Wealth Management LLC17,936$1.01M0.7%N/A0.005%
1/14/2025 ERn Financial LLC8,345$470K0.1%+3.9%0.002%
1/14/2025 Pinnacle Bancorp Inc.550$31K0.0%N/A0.000%
1/14/2025 Redhawk Wealth Advisors Inc.7,666$432K0.1%-4.2%0.002%
1/14/2025 Godsey & Gibb Inc.1,516$85K0.0%N/A0.000%
1/14/2025 Armstrong Advisory Group Inc.5,608$316K0.0%+166.2%0.002%
1/14/2025 Rockingstone Advisors LLC13,210$745K0.3%-3.3%0.004%
1/14/2025 Marquette Asset Management LLC214,624$12.10M2.0%+2.5%0.058%
1/14/2025 Meridian Financial Partners LLC9,726$548K0.3%-62.0%0.003%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.4,642$262K0.1%+132.1%0.001%
1/14/2025 Park Avenue Securities LLC23,101$1.30M0.0%+24.9%0.006%
1/14/2025 SeaCrest Wealth Management LLC55,736$3.14M0.3%+20.2%0.015%
1/14/2025 Sovereign Financial Group Inc.3,580$202K0.0%-11.6%0.001%
1/14/2025 Mayfair Advisory Group LLC55,309$3.12M1.8%+106.2%0.015%
1/14/2025 Ignite Planners LLC91,555$5.23M1.1%+2.3%0.025%
1/14/2025 Fortis Advisors LLC7,180$405K0.3%+2.8%0.002%
1/14/2025 Signal Advisors Wealth LLC8,777$499K0.1%N/A0.002%
1/13/2025 Johnson & White Wealth Management LLC7,215$406K0.2%+34.1%0.002%
1/13/2025 Marcum Wealth LLC6,352$358K0.0%+6.1%0.002%
1/13/2025 AdvisorNet Financial Inc32,254$1.82M0.2%+28.4%0.009%
1/13/2025 Marion Wealth Management11,325$638K0.2%+2.3%0.003%
1/13/2025 Claro Advisors LLC5,831$329K0.0%N/A0.002%
1/13/2025 Cooper Financial Group16,426$926K0.1%-4.1%0.004%
1/13/2025 Thomasville National Bank5,500$310K0.0%N/A0.001%
1/13/2025 Capital Investment Advisors LLC32,368$1.83M0.0%+12.6%0.009%
1/13/2025 Brookstone Capital Management70,974$4.00M0.1%-24.9%0.019%
1/13/2025 Fiduciary Alliance LLC26,804$1.51M0.2%+25.0%0.007%
1/10/2025 Graypoint LLC295,586$16.67M1.0%+11.0%0.080%
1/10/2025 Sugarloaf Wealth Management LLC1,463$82K0.0%N/A0.000%
1/10/2025 HBW Advisory Services LLC21,001$1.18M0.2%+17.8%0.006%
1/10/2025 Wealth Enhancement Advisory Services LLC688,923$37.84M0.1%+0.6%0.187%
1/8/2025 Hilltop Wealth Advisors LLC418,188$23.58M11.9%+1.6%0.113%
1/8/2025 International Assets Investment Management LLC59,431$3.35M0.2%-98.1%0.016%
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1/6/2025 Advance Capital Management Inc.12,746$719K0.0%-93.1%0.003%
1/6/2025 Capital Market Strategies LLC9,239$521K0.3%+7.9%0.003%
1/6/2025 Legacy Wealth Management LLC MS8,037$453K0.2%N/A0.002%
1/3/2025 Modus Advisors LLC37,176$2.10M0.7%+10.3%0.012%
1/3/2025 GAMMA Investing LLC12,800$722K0.1%+61.9%0.004%
1/2/2025 Global Wealth Strategies & Associates14,012$790K0.2%+1,768.3%0.004%
12/26/2024JPMorgan Chase & Co.17,450,160$958.54M0.1%+6.3%5.409%
12/13/2024B. Riley Wealth Advisors Inc.231,806$12.60M0.4%+8.3%0.072%
11/29/2024American Trust475,770$26.13M2.2%N/A0.147%
11/27/2024Franklin Resources Inc.378,370$20.84M0.0%+781.5%0.117%
(Data available from 1/1/2016 forward)

JEPQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JEPQ shares?

During the previous two years, 577 institutional investors and hedge funds held shares of JPMorgan Nasdaq Equity Premium Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($958.54M), LPL Financial LLC ($442.43M), Envestnet Asset Management Inc. ($159.47M), Osaic Holdings Inc. ($129.59M), RiverFront Investment Group LLC ($124.48M), UBS Group AG ($119.81M), and Commonwealth Equity Services LLC ($95.32M).Learn more on JEPQ's institutional investors.

Which institutional investors have been buying JPMorgan Nasdaq Equity Premium Income ETF stock?

Of the 557 institutional investors that purchased JPMorgan Nasdaq Equity Premium Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($6.49M), LPL Financial LLC ($5.48M), International Assets Investment Management LLC ($4.81M), Envestnet Asset Management Inc. ($2.73M), Osaic Holdings Inc. ($1.63M), Commonwealth Equity Services LLC ($1.56M), and Raymond James Financial Services Advisors Inc. ($1.41M).

How much institutional buying is happening at JPMorgan Nasdaq Equity Premium Income ETF?

Institutional investors have bought a total of 66,703,836 shares in the last 24 months. This purchase volume represents approximately $3.36B in transactions.

Which JPMorgan Nasdaq Equity Premium Income ETF major shareholders have been selling company stock?

Of the 160 institutional investors that sold JPMorgan Nasdaq Equity Premium Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($3.02M), Marks Wealth LLC ($2.14M), Envestnet Asset Management Inc. ($881.68K), Prime Capital Investment Advisors LLC ($831.16K), Lee Johnson Capital Management LLC ($529.90K), Advance Capital Management Inc. ($400.38K), and Reitz Capital Advisors LLC ($331.57K).

How much institutional selling is happening at JPMorgan Nasdaq Equity Premium Income ETF?

Institutional investors have sold a total of 10,989,308 shares in the last 24 months. This volume of shares sold represents approximately $579.46M in transactions.


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This page (NASDAQ:JEPQ) was last updated on 1/21/2025 by MarketBeat.com Staff
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