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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Institutional Ownership

JPMorgan Nasdaq Equity Premium Income ETF logo
$53.81 -1.29 (-2.34%)
Closing price 08/1/2025 04:00 PM Eastern
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$53.84 +0.03 (+0.05%)
As of 08/1/2025 08:00 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)
709
Total
Institutional Inflows
(last 12 months)
$7.79B
Number of
Institutional Sellers
(last 12 months)
280
Total
Institutional Outflows
(last 12 months)
$851.71M
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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
8/1/2025Paradigm Strategies in Wealth Management LLC31,816$1.73M1.1%+20.8%0.006%
8/1/2025Winebrenner Capital Management LLC5,037$274K0.2%+9.2%0.001%
8/1/2025Planning Directions Inc.40,182$2.19M1.2%+1.9%0.008%
8/1/2025Howard Capital Management Inc.458,264$24.93M0.3%+21.7%0.089%
8/1/2025GWN Securities Inc.8,307$452K0.1%-96.1%0.002%
8/1/2025Transcend Capital Advisors LLC38,104$2.07M0.2%-13.6%0.007%
8/1/2025Yukon Wealth Management Inc.21,003$1.14M0.4%-14.8%0.004%
8/1/2025Pasadena Private Wealth LLC14,416$784K0.1%-9.9%0.003%
8/1/2025Ashton Thomas Private Wealth LLC8,759$476K0.0%+32.5%0.002%
8/1/2025Delta Investment Management LLC102,802$5.59M1.1%-3.6%0.020%
8/1/2025Envestnet Asset Management Inc.3,506,075$190.73M0.1%+3.6%0.678%
7/31/2025 Wealthfront Advisers LLC273,244$14.86M0.0%+27.3%0.053%
7/31/2025 Perissos Private Wealth Management LLC38,074$2.07M1.6%+8.8%0.007%
7/31/2025 Whipplewood Advisors LLC39,801$2.17M1.2%+1,285.3%0.008%
7/31/2025 CVA Family Office LLC17,096$930K0.1%+3.7%0.003%
7/31/2025 SSA Swiss Advisors AG2,799$154K0.1%N/A0.001%
7/31/2025 Focus Partners Advisor Solutions LLC6,569$357K0.0%-29.9%0.001%
7/31/2025 West Michigan Advisors LLC144,432$7.86M2.2%+6.2%0.028%
7/31/2025 Moloney Securities Asset Management LLC44,056$2.40M0.3%N/A0.009%
7/31/2025 Gill Capital Partners LLC41,039$2.23M0.7%+20.5%0.008%
7/30/2025 Cornerstone Advisory LLC376,601$20.49M2.2%+6.9%0.073%
7/30/2025 Strategic Blueprint LLC6,017$327K0.0%+33.4%0.001%
7/30/2025 Principle Wealth Partners LLC142,058$7.73M0.5%+20.9%0.027%
7/30/2025 Red Crane Wealth Management LLC15,650$851K0.8%-16.6%0.003%
7/30/2025 Prosperity Financial Group Inc.54,595$2.97M1.3%+6.8%0.011%
7/30/2025 Sloy Dahl & Holst LLC49,919$2.72M0.4%+8.1%0.010%
7/30/2025 Forum Financial Management LP4,680$255K0.0%+4.7%0.001%
7/30/2025 Onyx Bridge Wealth Group LLC62,277$3.39M0.4%+9.6%0.012%
7/30/2025 Brookstone Capital Management92,097$5.01M0.1%+3.7%0.018%
7/30/2025 FNY Investment Advisers LLC28,367$1.54M0.7%+51.2%0.005%
7/30/2025 Private Capital Advisors Inc.7,886$429K0.1%N/A0.002%
7/30/2025 BTS Asset Management Inc.10,083$548K0.7%-2.8%0.002%
7/30/2025 D.A. Davidson & CO.74,670$4.06M0.0%+36.0%0.014%
7/30/2025 Cullen Frost Bankers Inc.1,333$73K0.0%N/A0.000%
7/30/2025 Syntegra Private Wealth Group LLC9,680$527K0.1%N/A0.002%
7/30/2025 Avidian Wealth Enterprises LLC39,837$2.17M0.1%+35.6%0.008%
7/30/2025 Drive Wealth Management LLC33,256$1.81M0.4%+13.4%0.006%
7/30/2025 Princeton Global Asset Management LLC69,141$3.76M0.7%+2.7%0.013%
7/29/2025 Members Advisory Group LLC121,932$6.63M2.5%+3.4%0.024%
7/29/2025 Stephens Inc. AR159,558$8.68M0.1%+12.4%0.031%
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7/29/2025 Mountain Capital Investment Advisors Inc.177,397$9.55M1.8%-2.2%0.034%
7/29/2025 Socha Financial Group LLC13,320$725K0.3%-71.2%0.003%
7/29/2025 Chicago Partners Investment Group LLC87,027$4.78M0.1%+69.0%0.017%
7/29/2025 Ballast Inc.35,974$1.96M0.8%N/A0.007%
7/29/2025 International Assets Investment Management LLC79,481$4.32M0.2%+15.5%0.015%
7/29/2025 Signature Estate & Investment Advisors LLC585,233$31.84M0.7%+20.6%0.114%
7/29/2025 Novare Capital Management LLC14,300$778K0.1%-29.2%0.003%
7/29/2025 Koshinski Asset Management Inc.31,538$1.72M0.1%+49.1%0.006%
7/29/2025 Stratos Wealth Partners LTD.133,580$7.27M0.1%+9.3%0.026%
7/29/2025 Stratos Wealth Advisors LLC29,685$1.62M0.1%-9.1%0.006%
7/29/2025 Private Trust Co. NA14,205$773K0.1%+131.3%0.003%
7/29/2025 Financial Guidance Group Inc.4,797$261K0.1%-10.5%0.001%
7/29/2025 Latitude Advisors LLC14,811$806K0.4%+57.6%0.003%
7/28/2025 Wealthspan Partners LLC9,078$494K0.2%+19.7%0.002%
7/28/2025 Mutual Advisors LLC72,736$4.01M0.1%+30.7%0.014%
7/28/2025 Ritholtz Wealth Management11,576$630K0.0%N/A0.002%
7/28/2025 Harbour Investments Inc.64,307$3.50M0.1%+15.8%0.012%
7/28/2025 J.Safra Asset Management Corp16,897$917K0.1%N/A0.003%
7/28/2025 Melia Wealth LLC13,101$713K0.3%+46.6%0.003%
7/28/2025 RFG Advisory LLC31,674$1.72M0.0%+79.2%0.006%
7/28/2025 Axxcess Wealth Management LLC75,404$4.10M0.1%+21.0%0.015%
7/25/2025 NorthRock Partners LLC1,081$59K0.0%N/A0.000%
7/25/2025 Atria Wealth Solutions Inc.332,834$18.07M0.4%-45.3%0.064%
7/25/2025 Envestnet Portfolio Solutions Inc.85,969$4.68M0.0%+6.0%0.017%
7/25/2025 Concord Asset Management LLC VA20,831$1.13M0.2%N/A0.004%
7/25/2025 Sequoia Financial Advisors LLC5,020$273K0.0%-62.4%0.001%
7/25/2025 Total Clarity Wealth Management Inc.12,608$686K0.2%-69.8%0.002%
7/25/2025 M.E. Allison & CO. Inc.40,167$2.19M1.8%+133.1%0.008%
7/25/2025 MGO One Seven LLC172,809$9.40M0.3%+2.9%0.033%
7/25/2025 ONE Advisory Partners LLC5,562$306K0.1%N/A0.001%
7/25/2025 Ellis Investment Partners LLC269,227$14.65M2.8%+2.0%0.052%
7/25/2025 Yarger Wealth Strategies LLC9,514$518K0.3%+19.6%0.002%
7/25/2025 Retirement Planning Group LLC NY10,683$581K0.5%+106.4%0.002%
7/25/2025 LRI Investments LLC27,900$1.52M0.1%+12.0%0.005%
7/25/2025 CWM LLC705,084$38.36M0.1%-2.4%0.137%
7/25/2025 Means Investment CO. Inc.13,470$733K0.1%-6.0%0.003%
7/25/2025 Sovereign Financial Group Inc.3,970$216K0.0%N/A0.001%
7/25/2025 Tranquility Partners LLC4,122$224K0.1%-5.7%0.001%
7/25/2025 Concurrent Investment Advisors LLC73,713$4.01M0.1%+73.5%0.014%
7/25/2025 Johnson Investment Counsel Inc.15,340$834K0.0%-30.8%0.003%
7/25/2025 Apollon Wealth Management LLC774,032$42.11M0.8%-23.6%0.150%
7/25/2025 Avion Wealth6,623$342K0.1%+6,523.0%0.001%
7/24/2025 Comprehensive Money Management Services LLC4,490$244K0.2%N/A0.001%
7/24/2025 KFA Private Wealth Group LLC5,975$325K0.1%+41.1%0.001%
7/24/2025 PDS Planning Inc40,197$2.19M0.2%+2.0%0.008%
7/24/2025 Blue Trust Inc.1,400$76K0.0%+41.8%0.000%
7/24/2025 Robertson Stephens Wealth Management LLC50,650$2.76M0.1%-16.9%0.010%
7/24/2025 Costello Asset Management INC5,078$276K0.1%-11.7%0.001%
7/24/2025 Galvin Gaustad & Stein LLC10,500$571K0.0%-40.0%0.002%
7/24/2025 Etesian Wealth Advisors Inc.24,164$1.32M0.5%+39.6%0.005%
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7/24/2025 Ulland Investment Advisors LLC91,372$4.97M3.8%+19.8%0.018%
7/24/2025 Coordinated Financial Services Inc.17,617$958K0.7%N/A0.003%
7/24/2025 Stonebridge Financial Group LLC15,923$866K0.1%-2.7%0.003%
7/24/2025 IFP Advisors Inc34,089$1.86M0.1%+26.3%0.007%
7/24/2025 Blair William & Co. IL104,435$5.68M0.0%-5.9%0.020%
7/24/2025 Lokken Investment Group LLC4,562$248K0.1%-10.6%0.001%
7/24/2025 US Bancorp DE25,943$1.41M0.0%-8.9%0.005%
7/23/2025 Morey & Quinn Wealth Partners LLC3,840$209K0.2%N/A0.001%
7/23/2025 Clear Creek Financial Management LLC13,464$732K0.1%+4.3%0.003%
7/23/2025 Ignite Planners LLC89,039$4.87M0.7%-1.5%0.017%
(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, 829 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. ($1.15B), LPL Financial LLC ($561.87M), Bank of America Corp DE ($445.97M), Wells Fargo & Company MN ($321.12M), Raymond James Financial Inc. ($197.72M), and Envestnet Asset Management Inc. ($190.73M).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 802 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. ($11.18M), LPL Financial LLC ($5.54M), International Assets Investment Management LLC ($4.81M), Raymond James Financial Inc. ($3.82M), Envestnet Asset Management Inc. ($2.44M), and Commonwealth Equity Services LLC ($2.24M).

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

Institutional investors have bought a total of 142,930,545 shares in the last 24 months. This purchase volume represents approximately $7.79B in transactions.

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

Of the 280 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 15,604,553 shares in the last 24 months. This volume of shares sold represents approximately $851.71M in transactions.


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This page (NASDAQ:JEPQ) was last updated on 8/2/2025 by MarketBeat.com Staff
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