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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Institutional Ownership

JPMorgan Nasdaq Equity Premium Income ETF logo
$56.21 -0.04 (-0.07%)
(As of 11/20/2024 ET)
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Institutional Ownership Changes (13F Filings) for JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

Number of
Institutional Buyers
(last 12 months)
469
Total
Institutional Inflows
(last 12 months)
$1.76B
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$275.83M
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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
11/20/2024 Morse Asset Management Inc65,652$3.61M0.8%+90.2%0.020%
11/20/2024Advisory Resource Group62,879$3.45M0.7%+2.6%0.019%
11/18/2024 Rehmann Capital Advisory Group5,199$286K0.0%+15.5%0.002%
11/18/2024 Arete Wealth Advisors LLC21,853$1.20M0.1%-1.6%0.007%
11/18/2024 Asset Allocation Strategies LLC12,654$695K0.2%+44.3%0.004%
11/18/2024 Sunbelt Securities Inc.25,999$1.43M0.1%+64.2%0.008%
11/18/2024 Empire Financial Management Company LLC30,148$1.66M0.5%+2.6%0.009%
11/18/2024 Coldstream Capital Management Inc.4,486$246K0.0%N/A0.001%
11/18/2024 GG Group Ventures LLC13,356$755K1.1%-22.0%0.004%
11/18/2024 FRG Family Wealth Advisors LLC86,333$4.74M0.8%+10.8%0.027%
11/15/2024 Continuum Advisory LLC19,000$1.07M0.1%+120.1%0.006%
11/15/2024 MML Investors Services LLC783,314$43.03M0.2%+12.1%0.243%
11/15/2024 Pacific Center for Financial Services5,725$314K0.1%N/A0.002%
11/15/2024 MCIA Inc126,929$7.19M1.6%+44.5%0.039%
11/15/2024 Orion Portfolio Solutions LLC244,068$13.41M0.3%+3.3%0.076%
11/15/2024 Glen Eagle Advisors LLC2,673$147K0.0%+7.6%0.001%
11/15/2024 EP Wealth Advisors LLC22,388$1.23M0.0%+123.7%0.007%
11/15/2024 Insigneo Advisory Services LLC51,035$2.80M0.3%-61.5%0.016%
11/15/2024 Vienna Asset Management LLC132,187$7.26M5.4%+11.8%0.041%
11/15/2024 Stifel Financial Corp687,633$37.77M0.0%+26.5%0.213%
11/15/2024 Swmg LLC4,142$235K0.1%-15.6%0.001%
11/15/2024 Resurgent Financial Advisors LLC23,348$1.28M0.7%-6.8%0.007%
11/15/2024 Morse Asset Management Inc66,262$3.64M0.8%+92.0%0.021%
11/15/2024 HighTower Advisors LLC709,264$38.96M0.1%+13.5%0.220%
11/15/2024 Hilltop Holdings Inc.61,199$3.36M0.2%+3.2%0.019%
11/15/2024 Garden State Investment Advisory Services LLC75,643$4.16M1.1%+8.2%0.023%
11/15/2024 Beck Capital Management LLC112,653$6.19M1.7%+0.9%0.035%
11/15/2024 Benjamin Edwards Inc.59,111$3.25M0.0%+71.3%0.018%
11/15/2024 Lavaca Capital LLC8,700$478K0.2%N/A0.003%
11/14/2024 Tradition Wealth Management LLC158,934$8.73M0.8%+5.7%0.049%
11/14/2024 NCM Capital Management LLC15,720$863K0.4%+11.3%0.005%
11/14/2024 Rockefeller Capital Management L.P.388,484$21.34M0.1%+2.2%0.120%
11/14/2024 Pin Oak Investment Advisors Inc.805$44K0.0%+250.0%0.000%
11/14/2024 CreativeOne Wealth LLC16,705$918K0.0%+104.8%0.005%
11/13/2024 Townsquare Capital LLC4,037$222K0.0%+6.1%0.001%
11/13/2024 Cadence Bank4,100$225K0.0%N/A0.001%
11/13/2024 D.A. Davidson & CO.19,213$1.06M0.0%+8.4%0.006%
11/13/2024 Blue Investment Partners LLC35,385$1.94M0.8%+2.0%0.011%
11/13/2024 Private Trust Co. NA6,047$332K0.0%+9.0%0.002%
11/13/2024 Prosperity Financial Group Inc.45,036$2.47M1.4%+1.5%0.014%
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11/13/2024Fisher Asset Management LLC7,936$436K0.0%+17.9%0.002%
11/12/2024 Cahill Financial Advisors Inc.22,482$1.24M0.2%+4.6%0.007%
11/12/2024 Centaurus Financial Inc.249,289$13.69M0.9%-35.8%0.077%
11/12/2024Larson Financial Group LLC40,292$2.21M0.1%+817.2%0.012%
11/12/2024 Kingsview Wealth Management LLC97,725$5.37M0.1%+9.4%0.030%
11/12/2024 M Holdings Securities Inc.19,194$1.05M0.3%+50.2%0.006%
11/12/2024 Great Valley Advisor Group Inc.177,771$9.77M0.2%+119.1%0.055%
11/12/2024 Flagstar Advisors Inc.33,243$1.83M0.5%+14.9%0.010%
11/12/2024 Nwam LLC27,969$1.54M0.1%N/A0.009%
11/12/2024 Concorde Asset Management LLC3,850$211K0.1%N/A0.001%
11/9/2024 LPL Financial LLC8,054,339$442.43M0.2%+11.6%2.496%
11/8/2024 Steele Capital Management Inc.17,358$953K0.0%+49.9%0.005%
11/8/2024 Moors & Cabot Inc.7,154$393K0.0%-18.1%0.002%
11/8/2024 Etfidea LLC23,395$1.29M0.4%-0.8%0.007%
11/8/2024 Hilton Capital Management LLC1,049,043$57.62M4.5%+14.0%0.325%
11/8/2024 Avior Wealth Management LLC29,377$1.61M0.1%+140.1%0.009%
11/8/2024 Second Half Financial Partners LLC203,960$11.20M5.9%-3.8%0.063%
11/8/2024 PNC Financial Services Group Inc.129,122$7.09M0.0%+143.3%0.040%
11/8/2024 FWG Holdings LLC158,658$8.80M4.4%+1.8%0.049%
11/7/2024 Prospera Financial Services Inc140,478$7.72M0.2%+33.4%0.044%
11/7/2024 Fortis Advisors LLC6,982$384K0.2%+48.0%0.002%
11/7/2024 Semus Wealth Partners LLC51,868$2.85M2.0%+12.9%0.016%
11/7/2024 Napa Wealth Management9,386$516K0.2%N/A0.003%
11/7/2024 Drive Wealth Management LLC21,737$1.19M0.3%N/A0.007%
11/7/2024 MAI Capital Management25,495$1.40M0.0%-8.1%0.008%
11/7/2024 Planning Directions Inc.24,763$1.36M0.8%+14.3%0.008%
11/7/2024 Thrivent Financial for Lutherans39,248$2.16M0.0%+35.9%0.012%
11/6/2024 Turtle Creek Wealth Advisors LLC3,910$215K0.0%N/A0.001%
11/6/2024 Vishria Bird Financial Group LLC5,344$294K0.1%N/A0.002%
11/6/2024 Sheaff Brock Investment Advisors LLC13,906$764K0.1%+5.5%0.004%
11/6/2024 Signature Estate & Investment Advisors LLC521,546$28.65M0.7%+30.7%0.162%
11/6/2024 Balboa Wealth Partners25,440$1.40M0.3%-14.9%0.008%
11/6/2024 OneDigital Investment Advisors LLC29,507$1.62M0.0%-7.1%0.009%
11/6/2024 Lifeworks Advisors LLC7,985$439K0.1%+27.0%0.002%
11/6/2024 Kapstone Financial Advisors LLC4,525$248K0.2%+20.8%0.001%
11/6/2024 Bouvel Investment Partners LLC32,399$1.78M0.7%-1.2%0.010%
11/6/2024 Main Street Financial Solutions LLC8,908$489K0.0%+9.3%0.003%
11/6/2024 Kovack Advisors Inc.28,980$1.59M0.2%-10.3%0.009%
11/6/2024 Oppenheimer & Co. Inc.48,549$2.67M0.0%+114.9%0.015%
11/5/2024 Aptus Capital Advisors LLC27,871$1.53M0.0%-10.3%0.009%
11/5/2024 Prime Capital Investment Advisors LLC357,569$19.64M0.3%+0.9%0.111%
11/5/2024 Ashton Thomas Private Wealth LLC6,477$356K0.0%+83.3%0.002%
11/5/2024 Verus Capital Partners LLC8,077$444K0.0%-17.0%0.003%
11/5/2024 Intrepid Financial Planning Group LLC40,288$2.21M0.9%+139.0%0.012%
11/5/2024 Harbour Investments Inc.45,605$2.51M0.1%+25.2%0.014%
11/5/2024 Apollon Wealth Management LLC633,755$34.81M1.0%+74.4%0.196%
11/5/2024 Fountainhead AM LLC4,652$256K0.1%N/A0.001%
11/5/2024 Nations Financial Group Inc. IA ADV42,463$2.33M0.2%+6.8%0.013%
11/4/2024 Beam Wealth Advisors Inc.15,801$868K0.3%+2.1%0.005%
11/4/2024 Ashton Thomas Securities LLC6,699$363K0.1%N/A0.002%
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11/4/2024 Tyler Stone Wealth Management77,296$4.25M0.8%+173.6%0.024%
11/4/2024 Round Rock Advisors LLC14,124$776K0.2%+8.8%0.004%
11/4/2024 Axxcess Wealth Management LLC44,494$2.44M0.1%-14.3%0.014%
11/4/2024 Eagle Bluffs Wealth Management LLC113,069$6.21M3.3%+7.2%0.035%
11/4/2024 Sigma Planning Corp50,564$2.78M0.1%+12.2%0.016%
11/2/2024 Costello Asset Management INC3,478$191K0.1%N/A0.001%
11/2/2024 Mach 1 Financial Group LLC131,725$7.24M4.4%+7.6%0.041%
11/2/2024 XML Financial LLC4,880$268K0.0%N/A0.002%
11/1/2024 Carr Financial Group Corp93,969$5.16M1.5%+14.8%0.029%
11/1/2024 Sheets Smith Wealth Management16,267$894K0.1%+25.8%0.005%
(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, 552 institutional investors and hedge funds held shares of JPMorgan Nasdaq Equity Premium Income ETF. The most heavily invested institutionals were LPL Financial LLC ($442.43M), 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 532 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: LPL Financial LLC ($5.48M), JPMorgan Chase & Co. ($5.47M), 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 64,135,792 shares in the last 24 months. This purchase volume represents approximately $3.21B in transactions.

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

Of the 158 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 ($212.46K).

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

Institutional investors have sold a total of 7,750,016 shares in the last 24 months. This volume of shares sold represents approximately $396.77M in transactions.


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This page (NASDAQ:JEPQ) was last updated on 11/21/2024 by MarketBeat.com Staff
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