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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Institutional Ownership

JPMorgan Nasdaq Equity Premium Income ETF logo
$56.84 +0.03 (+0.04%)
As of 03:28 PM Eastern
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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)
739
Total
Institutional Inflows
(last 12 months)
$8.30B
Number of
Institutional Sellers
(last 12 months)
313
Total
Institutional Outflows
(last 12 months)
$900.03M
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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
9/9/2025 NWF Advisory Services Inc.73,559$4.00M0.5%-28.6%0.014%
9/4/2025 SevenBridge Financial Group LLC8,433$470K0.1%-18.3%0.002%
9/4/2025 Osaic Holdings Inc.3,589,375$195.28M0.3%+10.1%0.687%
9/3/2025 American Trust42,492$2.31M0.2%+260.8%0.008%
8/29/2025 Centaurus Financial Inc.94,658$5.15M0.3%+16.4%0.018%
8/27/2025 Orion Porfolio Solutions LLC252,941$13.76M0.1%+1.3%0.048%
8/26/2025 Thrivent Financial for Lutherans6,347$345K0.0%-86.8%0.001%
8/26/2025 Claris Financial LLC16,118$877K0.7%N/A0.003%
8/26/2025 Nautilus Advisors LLC16,897$919K0.7%-7.3%0.003%
8/25/2025 Silverlake Wealth Management LLC20,996$1.14M0.3%+17.4%0.004%
8/25/2025 BLVD Private Wealth LLC10,410$566K0.5%N/A0.002%
8/20/2025 Coppell Advisory Solutions LLC24,156$1.31M0.2%N/A0.005%
8/19/2025 B. Riley Wealth Advisors Inc.16,094$875K0.0%N/A0.003%
8/19/2025 Newbridge Financial Services Group Inc.130,145$7.08M1.1%-15.4%0.025%
8/19/2025 Advisory Services Network LLC34,613$1.91M0.0%+46.9%0.007%
8/19/2025 Asset Dedication LLC743$40K0.0%+119.2%0.000%
8/18/2025 Tyler Stone Wealth Management56,925$3.10M0.5%-8.9%0.011%
8/18/2025 Tactive Advisors LLC19,300$1.05M0.3%N/A0.004%
8/18/2025 N.E.W. Advisory Services LLC1,191$65K0.0%-65.5%0.000%
8/18/2025 Geneos Wealth Management Inc.72,778$3.96M0.1%+72.5%0.014%
8/18/2025 Westwood Holdings Group Inc.320,418$17.43M0.1%+7.4%0.061%
8/18/2025 Front Row Advisors LLC1,935$105K0.0%+73.5%0.000%
8/16/2025 Headlands Technologies LLC5,843$318K0.0%N/A0.001%
8/15/2025 Asset Allocation Strategies LLC17,827$970K0.2%+5.2%0.003%
8/15/2025 Corient Private Wealth LLC11,761$640K0.0%+29.0%0.002%
8/15/2025 Equitable Holdings Inc.633,262$34.45M0.3%+11.3%0.121%
8/15/2025 Morse Asset Management Inc143,292$7.80M1.7%+44.4%0.027%
8/15/2025 Florida Financial Advisors LLC13,764$749K0.2%-21.7%0.003%
8/15/2025 FSB Premier Wealth Management Inc.11,971$651K0.2%-6.3%0.002%
8/15/2025 Captrust Financial Advisors11,700$636K0.0%+32.2%0.002%
8/15/2025 Prevail Innovative Wealth Advisors LLC68,783$3.74M0.8%-28.2%0.013%
8/15/2025 Zuckerman Investment Group LLC8,000$435K0.0%+59.5%0.002%
8/15/2025 WFA of San Diego LLC800$44K0.0%N/A0.000%
8/15/2025 Visionary Wealth Advisors84,685$4.61M0.2%-15.5%0.016%
8/15/2025 Smartleaf Asset Management LLC32,385$1.76M0.2%-20.2%0.006%
8/15/2025 Snowden Capital Advisors LLC18,022$980K0.0%-27.3%0.003%
8/15/2025 Redwood Financial Network Corp14,840$807K0.5%+28.1%0.003%
8/15/2025 Orion Porfolio Solutions LLC188,561$9.57M0.1%-24.4%0.036%
8/15/2025 MML Investors Services LLC1,221,602$66.46M0.2%+9.2%0.234%
8/15/2025 Helium Advisors LLC15,764$858K0.5%+43.0%0.003%
8/15/2025 Hilton Capital Management LLC1,144,011$62.23M5.0%+22.2%0.219%
8/15/2025 Great Valley Advisor Group Inc.488,640$26.58M0.6%+15.2%0.094%
8/15/2025 Garden State Investment Advisory Services LLC104,442$5.69M1.4%+1.3%0.020%
8/15/2025 EP Wealth Advisors LLC35,665$1.94M0.0%+4.4%0.007%
8/15/2025 Benjamin Edwards Inc.82,028$4.46M0.1%+14.4%0.016%
8/15/2025 Bank of America Corp DE11,136,811$605.84M0.0%+16.0%2.132%
8/15/2025 AFT Forsyth & Company Inc.16,336$889K0.5%+27.9%0.003%
8/15/2025 Ameriprise Financial Inc.3,693,167$201.04M0.0%+15.5%0.707%
8/15/2025 Abbot Financial Management Inc.12,932$703K0.3%N/A0.002%
8/14/2025 Vienna Asset Management LLC199,311$10.84M7.5%+17.6%0.038%
8/14/2025 Florida Financial Advisors LLC14,651$798K0.6%-16.7%0.003%
8/14/2025 White Knight Strategic Wealth Advisors LLC3,699$201K0.2%N/A0.001%
8/14/2025 Ausdal Financial Partners Inc.18,738$1.02M0.1%+10.5%0.004%
8/14/2025 NCM Capital Management LLC19,299$1.05M0.4%+20.2%0.004%
8/14/2025 Raymond James Financial Inc.3,913,522$212.90M0.1%+2.5%0.749%
8/14/2025 Betterment LLC10,423$567K0.0%-2.9%0.002%
8/14/2025 Quantinno Capital Management LP36,770$2M0.0%N/A0.007%
8/14/2025 AllSquare Wealth Management LLC802$44K0.0%+59.8%0.000%
8/14/2025 Diversify Wealth Management LLC18,393$1.03M0.1%+16.2%0.004%
8/14/2025 Diversify Advisory Services LLC6,631$370K0.0%+44.6%0.001%
8/14/2025 HUB Investment Partners LLC246,772$13.42M0.4%+12.9%0.047%
8/14/2025 FAS Wealth Partners Inc.27,885$1.52M0.1%N/A0.005%
8/14/2025 Concorde Financial Corp44,315$2.41M1.4%-1.4%0.008%
8/14/2025 NewEdge Advisors LLC475,953$25.89M0.1%+61.8%0.091%
8/14/2025 Qube Research & Technologies Ltd9,410$512K0.0%-51.2%0.002%
8/14/2025 Certuity LLC4,866$265K0.0%+14.1%0.001%
8/14/2025 Sentinus LLC7,061$384K0.1%N/A0.001%
8/14/2025 Tandem Financial LLC16,304$887K0.8%-1.6%0.003%
8/14/2025 Navis Wealth Advisors LLC7,423$404K0.3%-55.0%0.001%
8/14/2025 BlackDiamond Wealth Management LLC20,148$1.08M0.6%N/A0.004%
8/14/2025 Cary Street Partners Financial LLC543,050$29.54M0.8%+5.7%0.104%
8/14/2025 Cerity Partners LLC38,441$2.09M0.0%+119.7%0.007%
8/13/2025 Shepherd Financial Partners LLC9,817$534K0.1%+4.2%0.002%
8/13/2025 StoneX Group Inc.28,011$1.52M0.1%+22.1%0.005%
8/13/2025 Seaview Investment Managers LLC12,045$655K0.1%+8.0%0.002%
8/13/2025 Cresset Asset Management LLC48,796$2.66M0.0%+1.1%0.009%
8/13/2025 Gateway Wealth Partners LLC7,599$413K0.1%+3.2%0.001%
8/13/2025 M Holdings Securities Inc.51,902$2.82M0.5%+75.9%0.010%
8/13/2025 Marshall Wace LLP271,414$14.77M0.0%N/A0.052%
8/13/2025 GeoWealth Management LLC15,812$860K0.0%-3.7%0.003%
8/13/2025 Baird Financial Group Inc.639,032$34.76M0.1%+14.1%0.122%
8/13/2025 Crescent Grove Advisors LLC55,052$3.00M0.3%+36.0%0.011%
8/13/2025 EverSource Wealth Advisors LLC5,181$282K0.0%-55.9%0.001%
8/13/2025 Plan Group Financial LLC5,324$290K0.1%N/A0.001%
8/13/2025 CW Advisors LLC34,441$1.87M0.0%+9.2%0.007%
8/13/2025 JT Stratford LLC56,390$3.07M0.5%+4.8%0.011%
8/13/2025 Twin Peaks Wealth Advisors LLC462$26K0.0%N/A0.000%
8/13/2025 RPg Family Wealth Advisory LLC72,316$3.93M1.0%N/A0.014%
8/13/2025 Beacon Pointe Advisors LLC99,433$5.41M0.1%+20.6%0.019%
8/13/2025 Van Hulzen Asset Management LLC6,336$345K0.0%+23.7%0.001%
8/13/2025 Smith Moore & CO.58,857$3.20M0.3%-6.1%0.011%
8/13/2025 Hamel Associates Inc.4,243$231K0.1%N/A0.001%
8/13/2025 VestGen Advisors LLC38,395$2.09M0.1%-7.8%0.007%
8/13/2025 Greenwich Wealth Management LLC15,048$819K0.0%-6.1%0.003%
8/13/2025 Bernardo Wealth Planning LLC143,435$7.80M1.7%+5.6%0.027%
8/13/2025 Lido Advisors LLC34,588$1.88M0.0%+23.9%0.007%
8/13/2025 Quadrature Capital Ltd452,088$24.59M0.4%+4,392.6%0.087%
8/13/2025 Scotia Capital Inc.25,946$1.41M0.0%+39.0%0.005%
8/13/2025 Hsbc Holdings PLC90,873$4.94M0.0%N/A0.017%
8/13/2025 Level Four Advisory Services LLC37,649$2.05M0.1%+161.6%0.007%
(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, 859 institutional investors and hedge funds held shares of JPMorgan Nasdaq Equity Premium Income ETF. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($4.62B), JPMorgan Chase & Co. ($1.59B), Bank of America Corp DE ($605.84M), LPL Financial LLC ($561.87M), Wells Fargo & Company MN ($321.12M), Raymond James Financial Inc. ($212.90M), and Ameriprise Financial Inc. ($201.04M).Learn more on JPMorgan Nasdaq Equity Premium Income ETF's institutional investors.

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

Of the 826 institutional investors that purchased JPMorgan Nasdaq Equity Premium Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($86.13M), JPMorgan Chase & Co. ($18.21M), LPL Financial LLC ($5.54M), International Assets Investment Management LLC ($4.81M), Raymond James Financial Inc. ($3.91M), Bank of America Corp DE ($2.62M), and Ameriprise Financial Inc. ($2.35M).

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

Institutional investors have bought a total of 152,440,743 shares in the last 24 months. This purchase volume represents approximately $8.30B in transactions.

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

Of the 313 institutional investors that sold JPMorgan Nasdaq Equity Premium Income ETF's 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 ($2.07M), Requisite Capital Management LLC ($1.17M), Private Advisor Group LLC ($831.27K), Susquehanna International Group LLP ($566.79K), American Trust ($463.99K), and Cambridge Investment Research Advisors Inc. ($453.34K).

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

Institutional investors have sold a total of 16,493,582 shares in the last 24 months. This volume of shares sold represents approximately $900.03M in transactions.


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This page (NASDAQ:JEPQ) was last updated on 9/16/2025 by MarketBeat.com Staff
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