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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Institutional Ownership

JPMorgan Nasdaq Equity Premium Income ETF logo
$54.41
-0.03 (-0.06%)
(As of 12:34 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
455
Total
Institutional Inflows
(last 12 months)
$2.12B
Number of
Institutional Sellers
(last 12 months)
115
Total
Institutional Outflows
(last 12 months)
$303.86M
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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
11/4/2024Tyler Stone Wealth Management77,296$4.25M0.8%+173.6%0.024%
11/4/2024Round Rock Advisors LLC14,124$776K0.2%+8.8%0.004%
11/4/2024Axxcess Wealth Management LLC44,494$2.44M0.1%-14.3%0.014%
11/4/2024Eagle Bluffs Wealth Management LLC113,069$6.21M3.3%+7.2%0.035%
11/4/2024Sigma Planning Corp50,564$2.78M0.1%+12.2%0.016%
11/2/2024Costello Asset Management INC3,478$191K0.1%N/A0.001%
11/2/2024Mach 1 Financial Group LLC131,725$7.24M4.4%+7.6%0.041%
11/2/2024XML Financial LLC4,880$268K0.0%N/A0.002%
11/1/2024Carr Financial Group Corp93,969$5.16M1.5%+14.8%0.029%
11/1/2024Sheets Smith Wealth Management16,267$894K0.1%+25.8%0.005%
11/1/2024Assetmark Inc.74,976$4.12M0.0%-34.2%0.023%
11/1/2024Beta Wealth Group Inc.141,511$7.77M3.5%+7.8%0.044%
11/1/2024Galvin Gaustad & Stein LLC9,825$540K0.0%+4.2%0.003%
11/1/2024Source Financial Advisors LLC17,640$969K0.3%-4.8%0.005%
11/1/2024Hollencrest Capital Management605$33K0.0%N/A0.000%
11/1/2024 Verity Asset Management Inc.33,527$1.84M0.7%-19.3%0.010%
11/1/2024 Lifestyle Asset Management Inc.58,159$3.20M1.8%+0.4%0.018%
10/31/2024 Trinity Legacy Partners LLC75,187$4.14M0.9%+12.6%0.023%
10/31/2024 Consolidated Planning Corp28,041$1.54M0.2%-4.0%0.009%
10/31/2024 Montecito Bank & Trust8,540$469K0.1%+24.1%0.003%
10/31/2024 Cozad Asset Management Inc.7,414$407K0.0%+25.3%0.002%
10/31/2024 Ironsides Asset Advisors LLC13,740$755K0.2%N/A0.004%
10/31/2024 Walkner Condon Financial Advisors LLC19,320$1.06M0.2%+13.1%0.006%
10/31/2024 Graypoint LLC266,332$14.63M0.9%-3.4%0.084%
10/31/2024 Socha Financial Group LLC425,324$23.36M10.1%+4.4%0.134%
10/31/2024 Consilium Wealth Advisory LLC15,348$843K0.5%-76.2%0.005%
10/31/2024 Concurrent Investment Advisors LLC12,628$694K0.0%-46.0%0.004%
10/30/2024 Maia Wealth LLC60,689$3.35M0.8%-2.0%0.019%
10/30/2024 Armor Investment Advisors LLC104,770$5.76M2.4%N/A0.033%
10/30/2024 Avidian Wealth Enterprises LLC15,476$850K0.0%+94.1%0.005%
10/30/2024 Beacon Financial Advisory LLC159,360$8.75M3.0%+8.0%0.050%
10/30/2024 Crescent Grove Advisors LLC26,301$1.45M0.1%+16.0%0.008%
10/30/2024 Focused Wealth Management Inc7,240$398K0.1%N/A0.002%
10/30/2024 Financial Partners Group Inc144,173$7.92M1.2%+28.0%0.045%
10/30/2024 Ameritas Advisory Services LLC56,553$3.11M0.1%-38.6%0.018%
10/30/2024 Cary Street Partners Asset Management LLC223,942$12.30M1.6%+16.7%0.071%
10/30/2024 PDS Planning Inc36,688$2.02M0.2%+22.1%0.012%
10/29/2024 Forum Financial Management LP4,017$221K0.0%N/A0.001%
10/29/2024 TrueWealth Advisors LLC32,733$1.80M0.6%+8.0%0.010%
10/29/2024 RWQ Financial Management Services Inc.97,742$5.37M1.9%+14.1%0.031%
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10/29/2024 Confluence Wealth Services Inc.15,140$832K0.1%+71.8%0.005%
10/29/2024 Janney Montgomery Scott LLC929,559$51.06M0.1%+6.7%0.293%
10/29/2024 Indie Asset Partners LLC9,436$518K0.4%+3.2%0.003%
10/29/2024 Clear Creek Financial Management LLC4,860$267K0.0%N/A0.002%
10/29/2024 Princeton Global Asset Management LLC65,896$3.62M0.7%+10.5%0.021%
10/29/2024 Greenwich Wealth Management LLC23,449$1.29M0.1%+1.0%0.007%
10/29/2024 Farther Finance Advisors LLC28,318$1.56M0.1%+333.7%0.009%
10/29/2024 Capital Advisors Inc. OK811,749$44.59M0.9%+33.7%0.256%
10/28/2024 Shepherd Financial Partners LLC9,417$517K0.1%+16.3%0.003%
10/28/2024 Interchange Capital Partners LLC10,281$565K0.2%-18.0%0.003%
10/28/2024 Lebenthal Global Advisors LLC849,998$46.69M9.5%+47.5%0.268%
10/28/2024 Stephens Inc. AR127,309$6.99M0.1%-5.4%0.040%
10/28/2024 Summit Wealth Partners LLC37,819$2.08M0.4%+24.0%0.012%
10/28/2024 US Bancorp DE22,147$1.22M0.0%+45.8%0.007%
10/28/2024 Goldstone Financial Group LLC34,508$1.90M0.3%N/A0.011%
10/25/2024 SteelPeak Wealth LLC12,665$696K0.0%+70.3%0.004%
10/25/2024 Pinnacle Associates Ltd.21,317$1.17M0.0%-10.5%0.007%
10/25/2024 Creekmur Asset Management LLC693$38K0.0%-35.5%0.000%
10/25/2024 Mutual Advisors LLC29,289$1.62M0.0%+48.7%0.009%
10/25/2024 Childress Capital Advisors LLC155,954$8.57M2.3%+4.6%0.049%
10/25/2024 Lodestar Private Asset Management LLC4,630$254K0.0%+27.5%0.001%
10/25/2024 Valmark Advisers Inc.16,425$902K0.0%+19.2%0.005%
10/25/2024 Integrated Advisors Network LLC11,599$637K0.0%-8.7%0.004%
10/25/2024 MBA Advisors LLC26,941$1.48M0.7%-1.4%0.009%
10/25/2024 Gateway Wealth Partners LLC5,367$295K0.1%+27.3%0.002%
10/24/2024 Autumn Glory Partners LLC16,592$911K0.3%+184.8%0.005%
10/24/2024 Patriot Financial Group Insurance Agency LLC91,453$5.02M0.7%+11.5%0.029%
10/24/2024 Hibernia Wealth Partners LLC29,138$1.60M0.5%+42.8%0.009%
10/24/2024 IVC Wealth Advisors LLC58,820$3.23M1.8%+39.8%0.019%
10/24/2024 Salomon & Ludwin LLC456$25K0.0%N/A0.000%
10/24/2024 J.W. Cole Advisors Inc.42,557$2.34M0.1%+22.4%0.013%
10/24/2024 Ellis Investment Partners LLC231,522$12.72M2.5%+2.5%0.073%
10/24/2024 Capital Advisors Ltd. LLC6,247$343K0.0%+72.7%0.002%
10/24/2024 Wealth Enhancement Advisory Services LLC684,924$37.62M0.1%+76.4%0.217%
10/24/2024 PFG Investments LLC17,820$979K0.1%+12.6%0.006%
10/24/2024 Masso Torrence Wealth Management Inc.61,271$3.37M1.8%+2.5%0.019%
10/24/2024 Arkadios Wealth Advisors41,932$2.30M0.1%+3.9%0.013%
10/23/2024 Mirae Asset Global Investments Co. Ltd.8,000$438K0.0%-45.2%0.003%
10/23/2024 Mayfair Advisory Group LLC26,824$1.46M0.9%-9.0%0.009%
10/23/2024 Country Club Bank8,691$476K0.0%-4.8%0.003%
10/23/2024 Heritage Oak Wealth Advisors LLC50,020$2.75M1.3%N/A0.016%
10/23/2024 Silver Oak Securities Incorporated62,148$3.41M0.4%+18.6%0.020%
10/23/2024 West Michigan Advisors LLC130,673$7.18M2.2%-16.9%0.042%
10/23/2024 Ergawealth Advisors Inc.62,918$3.46M1.7%+29.7%0.020%
10/23/2024 Financial Guidance Group Inc.5,362$295K0.2%-6.5%0.002%
10/23/2024 Global Trust Asset Management LLC3,615$199K0.1%+16.8%0.001%
10/23/2024 Cambridge Advisors Inc.154,152$8.47M1.9%+6.2%0.049%
10/23/2024 Mason & Associates Inc34,111$1.87M0.5%+15.2%0.011%
10/23/2024 PSI Advisors LLC299,591$16.46M4.8%+21.1%0.096%
10/23/2024 CENTRAL TRUST Co869$48K0.0%N/A0.000%
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10/23/2024 Hennion & Walsh Asset Management Inc.87,325$4.80M0.2%+17.9%0.028%
10/23/2024 Global Assets Advisory LLC27,083$1.46M0.8%N/A0.009%
10/23/2024 BTS Asset Management Inc.5,170$284K0.3%N/A0.002%
10/22/2024 International Assets Investment Management LLC3,078,064$169.08M0.0%+6,245.0%0.981%
10/22/2024 McAdam LLC5,897$324K0.0%-5.5%0.002%
10/22/2024 U.S. Capital Wealth Advisors LLC116,015$6.37M0.2%-2.5%0.037%
10/22/2024 Lake Street Private Wealth LLC64,080$3.52M0.6%-25.5%0.020%
10/22/2024 Saxony Capital Management LLC9,604$528K0.5%+19.5%0.003%
10/22/2024 Private Advisor Group LLC1,065,386$58.96M0.4%+18.1%0.340%
10/22/2024 FSC Wealth Advisors LLC5,069$278K0.2%+5.4%0.002%
(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, 529 institutional investors and hedge funds held shares of JPMorgan Nasdaq Equity Premium Income ETF. The most heavily invested institutionals were LPL Financial LLC ($400.54M), JPMorgan Chase & Co. ($259.77M), International Assets Investment Management LLC ($169.08M), Envestnet Asset Management Inc. ($159.47M), Osaic Holdings Inc. ($129.59M), RiverFront Investment Group LLC ($124.48M), and UBS Group AG ($119.81M).Learn more on JEPQ's institutional investors.

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

Of the 512 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. ($5.47M), International Assets Investment Management LLC ($4.81M), LPL Financial LLC ($4.64M), Envestnet Asset Management Inc. ($3.35M), Commonwealth Equity Services LLC ($1.80M), Osaic Holdings Inc. ($1.63M), 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 63,327,869 shares in the last 24 months. This purchase volume represents approximately $3.14B in transactions.

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

Of the 143 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: 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), Reitz Capital Advisors LLC ($331.57K), Advance Capital Management Inc. ($227.44K), and Second Half Financial Partners LLC ($204.36K).

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

Institutional investors have sold a total of 7,495,171 shares in the last 24 months. This volume of shares sold represents approximately $382.77M in transactions.


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This page (NASDAQ:JEPQ) was last updated on 11/4/2024 by MarketBeat.com Staff
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