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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Institutional Ownership

JPMorgan Nasdaq Equity Premium Income ETF logo
$51.78 -0.03 (-0.06%)
Closing price 04:00 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)
628
Total
Institutional Inflows
(last 12 months)
$2.66B
Number of
Institutional Sellers
(last 12 months)
172
Total
Institutional Outflows
(last 12 months)
$568.86M
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JEPQ Institutional Buying and Selling by Quarter

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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
3/24/2025Mascagni Wealth Management Inc.8,898$502K0.4%N/A0.002%
3/17/2025 Wealth Enhancement Advisory Services LLC1,059,209$59.72M0.1%+54.6%0.269%
3/12/2025 Centaurus Financial Inc.75,260$4.24M0.3%-69.8%0.019%
3/11/2025 Lighthouse Financial LLC164,355$9.27M7.5%N/A0.042%
3/5/2025 Castle Rock Wealth Management LLC10,012$583K0.1%+3.9%0.003%
2/28/2025 Park Square Financial Group LLC4,550$257K0.2%N/A0.001%
2/27/2025 Skyline Advisors Inc.9,731$549K0.2%N/A0.002%
2/27/2025Jefferies Financial Group Inc.27,135$1.53M0.0%-3.8%0.007%
2/27/2025 Tiptree Advisors LLC89,350$5.04M5.2%N/A0.023%
2/26/2025 Capital A Wealth Management LLC523$29K0.0%N/A0.000%
2/25/2025 Heck Capital Advisors LLC2,824$159K0.0%N/A0.001%
2/25/2025 B. Riley Wealth Advisors Inc.181,891$10.34M0.3%-21.5%0.046%
2/25/2025 Integrated Advisors Network LLC13,566$765K0.0%+17.0%0.003%
2/24/2025 Great Valley Advisor Group Inc.366,662$20.67M0.5%+106.3%0.093%
2/24/2025 Ameriflex Group Inc.10,088$580K0.3%N/A0.003%
2/22/2025 American Trust446,058$25.15M1.9%-6.2%0.113%
2/21/2025 WNY Asset Management LLC499,396$28.16M3.5%+240.6%0.127%
2/21/2025 Putney Financial Group LLC2,025$114K0.1%N/A0.001%
2/21/2025 Aurdan Capital Management LLC11,397$643K0.2%N/A0.003%
2/20/2025 Jupiter Wealth Management LLC12,000$677K0.3%+140.0%0.003%
2/19/2025 Retirement Planning Group LLC NY5,110$288K0.3%N/A0.001%
2/18/2025 Wick Capital Partners LLC228,109$12.86M3.8%+17.7%0.058%
2/18/2025 Western Wealth Management LLC12,693$716K0.2%-48.6%0.003%
2/18/2025 Sunbelt Securities Inc.25,424$1.46M0.1%-2.2%0.006%
2/18/2025 JT Stratford LLC49,603$2.80M0.5%-4.4%0.013%
2/18/2025 Cornerstone Advisory LLC321,533$18.74M2.1%+12.6%0.082%
2/18/2025 Novem Group11,093$625K0.1%N/A0.003%
2/18/2025 Continuum Advisory LLC22,214$1.25M0.2%+16.9%0.006%
2/18/2025 Delta Investment Management LLC104,024$5.87M1.1%-73.7%0.026%
2/17/2025 Waverly Advisors LLC191,459$10.79M0.2%+0.8%0.049%
2/17/2025 Vienna Asset Management LLC135,792$7.66M5.2%+2.7%0.034%
2/17/2025 Visionary Wealth Advisors69,385$3.91M0.2%-7.1%0.018%
2/17/2025 WBI Investments LLC54,779$3.09M0.8%N/A0.014%
2/17/2025 Westwood Holdings Group Inc.297,752$16.79M0.1%-12.3%0.076%
2/17/2025 Two Sigma Investments LP254,800$14.37M0.0%N/A0.065%
2/17/2025 Royal Bank of Canada3,013,607$169.91M0.0%+22.9%0.765%
2/17/2025 Redwood Financial Network Corp6,252$352K0.3%N/A0.002%
2/17/2025 Morse Asset Management Inc66,281$3.74M0.9%+1.0%0.017%
2/17/2025 Napa Wealth Management13,177$743K0.3%+40.4%0.003%
2/17/2025 Investor s Fiduciary Advisor Network LLC24,843$1.40M0.5%N/A0.006%
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2/17/2025Jefferies Financial Group Inc.27,135$1.53M0.0%-3.8%0.007%
2/17/2025 Guardian Wealth Advisors LLC NC10,189$574K0.0%+9.7%0.003%
2/17/2025 Global Assets Advisory LLC28,335$1.60M0.9%+4.6%0.007%
2/17/2025 Greenline Partners LLC2,323$131K0.0%N/A0.001%
2/17/2025 Focus Partners Wealth265,955$15.50M0.0%+100.9%0.068%
2/17/2025 Coastal Bridge Advisors LLC159,583$9.00M2.3%+3.8%0.041%
2/17/2025 EP Wealth Advisors LLC26,761$1.51M0.0%+19.5%0.007%
2/17/2025 Concorde Financial Corp43,713$2.48M1.5%+1.0%0.011%
2/17/2025 Cresset Asset Management LLC27,732$1.58M0.0%+79.0%0.007%
2/17/2025 Cambridge Investment Research Advisors Inc.1,044,682$58.90M0.2%+140.3%0.265%
2/17/2025 Cetera Investment Advisers1,505,562$84.88M0.2%+12.3%0.382%
2/17/2025 Cahill Financial Advisors Inc.22,925$1.29M0.2%+2.0%0.006%
2/17/2025 Captrust Financial Advisors6,592$372K0.0%N/A0.002%
2/17/2025 Cary Street Partners Financial LLC523,027$29.49M1.0%N/A0.133%
2/17/2025 Baird Financial Group Inc.465,535$26.25M0.1%+4.4%0.118%
2/17/2025 Bank of America Corp DE7,910,038$445.97M0.0%+15.9%2.009%
2/17/2025 Benjamin Edwards Inc.61,977$3.49M0.0%+4.8%0.016%
2/17/2025 Ameriprise Financial Inc.2,018,272$113.51M0.0%+49.8%0.513%
2/17/2025 Aptus Capital Advisors LLC33,742$1.91M0.0%+21.1%0.009%
2/17/2025 4WEALTH Advisors Inc.43,966$2.48M2.5%N/A0.011%
2/14/2025 Mercer Global Advisors Inc. ADV24,636$1.39M0.0%-12.5%0.006%
2/14/2025 Sulzberger Capital Advisors Inc.69,570$3.92M4.4%N/A0.018%
2/14/2025 Westbourne Investments Inc.43,180$2.43M1.4%N/A0.011%
2/14/2025 GG Group Ventures LLC9,728$548K0.7%-27.2%0.002%
2/14/2025 Wick Capital Partners LLC228,109$12.86M2.2%+17.7%0.058%
2/14/2025 Triumph Capital Management13,949$786K0.3%-2.0%0.004%
2/14/2025 Comerica Bank104,178$5.87M0.0%+7.0%0.026%
2/14/2025 Bridgewealth Advisory Group LLC31,635$1.84M0.5%+6.8%0.008%
2/14/2025 Evergreen Wealth Solutions LLC251,112$14.16M9.9%+1.4%0.064%
2/14/2025 Owen LaRue LLC29,368$1.66M0.9%+23.6%0.007%
2/14/2025 Lido Advisors LLC23,457$1.33M0.0%+174.1%0.006%
2/14/2025 Northern Trust Corp6,764$381K0.0%+17.3%0.002%
2/14/2025 Beacon Pointe Advisors LLC53,827$3.04M0.0%+9.4%0.014%
2/14/2025 Second Half Financial Partners LLC339,186$19.12M9.3%+66.3%0.086%
2/14/2025 Betterment LLC10,942$617K0.0%+138.7%0.003%
2/14/2025 Berger Financial Group Inc4,340$245K0.0%+13.0%0.001%
2/14/2025 Johnson Financial Group Inc.1,000$57K0.0%N/A0.000%
2/14/2025 Coldstream Capital Management Inc.4,233$239K0.0%-5.6%0.001%
2/14/2025 Capital Analysts LLC113,605$6.41M0.3%+18.9%0.029%
2/14/2025 Empire Financial Management Company LLC29,708$1.68M0.5%-1.5%0.008%
2/14/2025 Coppell Advisory Solutions LLC49,450$2.83M0.4%+10.7%0.013%
2/14/2025 Beck Capital Management LLC114,286$6.44M1.7%+1.4%0.029%
2/14/2025 MGO One Seven LLC160,133$9.03M0.3%-38.1%0.041%
2/14/2025 Harvest Investment Services LLC8,061$454K0.1%+86.0%0.002%
2/14/2025 Susquehanna International Group LLP223,788$12.62M0.0%-71.7%0.057%
2/14/2025 Stifel Financial Corp796,370$44.90M0.0%+15.8%0.202%
2/14/2025 OneDigital Investment Advisors LLC62,486$3.52M0.0%+111.8%0.016%
2/14/2025 TD Waterhouse Canada Inc.3,600$203K0.0%N/A0.001%
2/14/2025 Tradition Wealth Management LLC198,576$11.20M1.0%+24.9%0.050%
2/14/2025 Transce3nd LLC1,099$62K0.0%N/A0.000%
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2/14/2025 Seaview Investment Managers LLC7,266$410K0.1%N/A0.002%
2/14/2025 MML Investors Services LLC1,019,870$57.50M0.2%+30.2%0.259%
2/14/2025 Mach 1 Financial Group LLC10,378$585K1.1%-92.1%0.003%
2/14/2025 Frederick Financial Consultants LLC14,613$824K0.7%N/A0.004%
2/14/2025 Generation Capital Management LLC10,245$578K0.5%N/A0.003%
2/14/2025 GeoWealth Management LLC17,316$976K0.0%-1.8%0.004%
2/14/2025 Concourse Financial Group Securities Inc.8,013$465K0.0%+42.7%0.002%
2/14/2025 Cadence Bank34,882$1.97M0.1%+750.8%0.009%
2/13/2025 Zacks Investment Management3,773$213K0.0%N/A0.001%
2/13/2025 Garden State Investment Advisory Services LLC86,470$4.89M1.5%+14.3%0.022%
(Data available from 1/1/2016 forward)

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JEPQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JEPQ shares?

During the previous two years, 727 institutional investors and hedge funds held shares of JPMorgan Nasdaq Equity Premium Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.14B), LPL Financial LLC ($502.59M), Bank of America Corp DE ($445.97M), Wells Fargo & Company MN ($321.12M), Envestnet Asset Management Inc. ($182.73M), Raymond James Financial Inc. ($174.68M), and Royal Bank of Canada ($169.91M).Learn more on JEPQ's institutional investors.

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

Of the 705 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. ($9.30M), LPL Financial LLC ($5.55M), International Assets Investment Management LLC ($4.80M), Raymond James Financial Inc. ($3.10M), Envestnet Asset Management Inc. ($2.74M), Strategic Financial Concepts LLC ($1.93M), and Private Advisor Group LLC ($1.88M).

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

Institutional investors have bought a total of 84,007,449 shares in the last 24 months. This purchase volume represents approximately $4.39B in transactions.

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

Of the 211 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), Prime Capital Investment Advisors LLC ($831.16K), Susquehanna International Group LLP ($566.79K), Lee Johnson Capital Management LLC ($529.90K), Envestnet Asset Management Inc. ($451.64K), and Advance Capital Management Inc. ($400.38K).

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

Institutional investors have sold a total of 13,125,388 shares in the last 24 months. This volume of shares sold represents approximately $708.66M in transactions.


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This page (NASDAQ:JEPQ) was last updated on 3/31/2025 by MarketBeat.com Staff
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