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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Institutional Ownership

JPMorgan Nasdaq Equity Premium Income ETF logo
$48.74 -0.02 (-0.04%)
Closing price 04/17/2025 04:00 PM Eastern
Extended Trading
$48.86 +0.12 (+0.25%)
As of 04/17/2025 06:24 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
638
Total
Institutional Inflows
(last 12 months)
$2.69B
Number of
Institutional Sellers
(last 12 months)
184
Total
Institutional Outflows
(last 12 months)
$561.28M
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JEPQ Institutional Buying and Selling by Quarter

JPMorgan Nasdaq Equity Premium Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025 Mayfair Advisory Group LLC78,250$4.05M2.3%+41.5%0.017%
4/18/2025 DHJJ Financial Advisors Ltd.1,680$87K0.0%-12.3%0.000%
4/18/2025 CENTRAL TRUST Co4,266$221K0.0%+37.8%0.001%
4/18/2025 San Luis Wealth Advisors LLC47,189$2.44M0.5%N/A0.010%
4/18/2025 Global Trust Asset Management LLC1,450$75K0.0%-54.0%0.000%
4/18/2025 Bell Bank16,483$853K0.0%+1.8%0.004%
4/18/2025 Insigneo Advisory Services LLC12,607$653K0.1%+14.8%0.003%
4/18/2025 Wagner Wealth Management LLC48,797$2.53M0.6%+15.8%0.011%
4/17/2025 Robertson Stephens Wealth Management LLC60,937$3.16M0.1%-84.5%0.013%
4/17/2025 Sowell Financial Services LLC44,035$2.28M0.1%-2.4%0.010%
4/17/2025 Janney Montgomery Scott LLC1,084,435$56.15M0.2%+11.3%0.239%
4/17/2025 M.E. Allison & CO. Inc.17,232$943K0.9%+122.3%0.004%
4/17/2025 Brown Miller Wealth Management LLC17,795$921K0.3%+16.4%0.004%
4/17/2025 Cyndeo Wealth Partners LLC6,062$314K0.0%-24.7%0.001%
4/17/2025 Forefront Wealth Management Inc.80,631$4.18M3.9%+8.7%0.018%
4/17/2025 Keystone Wealth Services LLC22,247$1.15M0.3%+2.0%0.005%
4/17/2025 Good Life Advisors LLC61,169$3.17M0.2%+3.6%0.013%
4/17/2025 Fortis Advisors LLC6,732$349K0.2%-6.2%0.001%
4/17/2025 Bouvel Investment Partners LLC32,399$1.78M0.7%-44.0%0.007%
4/17/2025 ORBA Wealth Advisors L.L.C.57,399$2.97M1.5%+11.2%0.013%
4/17/2025 Newport Capital Group LLC23,262$1.20M0.9%+2.1%0.005%
4/17/2025 Foster Victor Wealth Advisors LLC10,675$529K0.0%N/A0.002%
4/17/2025 Blodgett Wealth Advisors LLC6,400$331K0.3%N/A0.001%
4/17/2025 Dynamic Advisor Solutions LLC134,132$6.95M0.2%+0.5%0.030%
4/17/2025 James Reed Financial Services Inc.394,492$20.43M22.8%-0.4%0.087%
4/17/2025 Grant Private Wealth Management Inc13,151$681K0.7%+97.3%0.003%
4/16/2025 Dover Advisors LLC10,999$570K0.2%-8.1%0.002%
4/16/2025 Southland Equity Partners LLC7,998$414K0.1%-37.0%0.002%
4/16/2025 Wealth Enhancement Advisory Services LLC1,209,337$62.62M0.1%+14.2%0.269%
4/16/2025 Tritonpoint Wealth LLC14,200$735K0.1%+22.6%0.003%
4/16/2025 Goldstone Financial Group LLC44,870$2.32M0.4%-9.9%0.010%
4/16/2025 Steele Capital Management Inc.25,688$1.33M0.1%+19.7%0.006%
4/16/2025 CVA Family Office LLC16,482$853K0.1%+52.9%0.004%
4/16/2025 Krilogy Financial LLC104,541$5.41M0.4%+1.4%0.023%
4/16/2025 Marshall Financial Group LLC299,242$15.50M3.4%+0.7%0.067%
4/16/2025 Hilltop Wealth Advisors LLC436,283$22.59M12.8%+4.3%0.097%
4/16/2025 BTS Asset Management Inc.10,375$537K0.6%-2.3%0.002%
4/15/2025 Kelly Financial Services LLC12,046$624K0.2%-44.4%0.003%
4/15/2025 Yarger Wealth Strategies LLC7,957$412K0.2%N/A0.002%
4/15/2025 Capital Advisors Ltd. LLC10,270$532K0.1%+4.9%0.002%
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4/15/2025 Paladin Advisory Group LLC44,598$2.31M1.8%-7.9%0.010%
4/15/2025 Ulland Investment Advisors LLC76,283$3.95M3.3%+6,225.3%0.017%
4/15/2025 Skyline Advisors Inc.12,358$640K0.3%+27.0%0.003%
4/15/2025 Capital Advisory Group Advisory Services LLC5,344$277K0.1%+41.2%0.001%
4/15/2025 Focus Financial Network Inc.10,389$538K0.0%+18.7%0.002%
4/15/2025 Foresight Capital Management Advisors Inc.97,623$5.06M3.1%+12.1%0.022%
4/15/2025 Redhawk Wealth Advisors Inc.10,264$531K0.1%+33.9%0.002%
4/15/2025 Rockingstone Advisors LLC11,480$594K0.3%-13.1%0.003%
4/15/2025 Integrated Advisors Network LLC17,735$918K0.0%+30.7%0.004%
4/15/2025 MADDEN SECURITIES Corp373,089$19.32M7.5%+12.8%0.083%
4/15/2025 Kingstone Capital Partners Texas LLC86,163$4.46M3.6%N/A0.019%
4/15/2025 GAMMA Investing LLC15,091$781K0.1%+17.9%0.003%
4/15/2025 Wealthcare Advisory Partners LLC104,301$5.40M0.1%+17.6%0.023%
4/15/2025 Requisite Capital Management LLC1,158,366$59.98M13.5%+7.1%0.258%
4/14/2025 Farther Finance Advisors LLC106,154$5.48M0.1%+855.1%0.024%
4/14/2025 Daymark Wealth Partners LLC27,739$1.44M0.0%+7.5%0.006%
4/14/2025 Selective Wealth Management Inc.11,572$573K0.2%N/A0.003%
4/14/2025 Capital Investment Advisors LLC35,130$1.82M0.0%+8.5%0.008%
4/14/2025 Meridian Financial Partners LLC10,165$526K0.3%+4.5%0.002%
4/14/2025 Cedar Mountain Advisors LLC1,723$89K0.0%N/A0.000%
4/14/2025 BCS Wealth Management17,623$913K0.2%N/A0.004%
4/14/2025 Park Avenue Securities LLC62,038$3.21M0.0%+168.6%0.014%
4/14/2025 KMG Fiduciary Partners LLC23,477$1.22M0.1%N/A0.005%
4/14/2025 Kraematon Investment Advisors Inc.24,142$1.25M1.3%+1.2%0.005%
4/14/2025 Patriot Financial Group Insurance Agency LLC103,964$5.38M0.7%+8.6%0.023%
4/14/2025 LexAurum Advisors LLC19,234$996K0.2%+56.6%0.004%
4/11/2025 Sulzberger Capital Advisors Inc.40,149$2.08M2.7%-42.3%0.009%
4/11/2025 Princeton Global Asset Management LLC67,315$3.49M0.7%-2.2%0.015%
4/11/2025 Independence Bank of Kentucky10,520$545K0.1%+286.8%0.002%
4/11/2025 KFG Wealth Management LLC31,445$1.63M0.3%+44.1%0.007%
4/11/2025 StoneCrest Wealth Management Inc.88,882$4.60M2.9%+1.3%0.020%
4/11/2025 IAM Advisory LLC6,451$334K0.1%+6.4%0.001%
4/11/2025 Littlejohn Financial Services Inc.42,782$2.22M1.8%+4.2%0.010%
4/11/2025 SeaCrest Wealth Management LLC55,095$2.85M0.3%-1.2%0.012%
4/11/2025 Sandbox Financial Partners LLC132,409$6.86M2.4%+7.4%0.030%
4/11/2025 Oxinas Partners Wealth Management LLC31,138$1.61M1.0%+2.2%0.007%
4/11/2025 Magnus Financial Group LLC70,313$3.64M0.4%+23.2%0.016%
4/11/2025 Kapstone Financial Advisors LLC8,376$434K0.2%+110.7%0.002%
4/11/2025 Cora Capital Advisors LLC27,162$1.41M0.7%+245.8%0.006%
4/11/2025 Herbst Group LLC59,696$3.09M2.2%+423.6%0.014%
4/11/2025 Signal Advisors Wealth LLC52,472$2.72M0.3%+497.8%0.012%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.10,992$569K0.1%+136.8%0.002%
4/10/2025 Lake Street Private Wealth LLC85,762$4.44M0.7%+4.6%0.019%
4/10/2025 Wealth Management Partners LLC4,321$224K0.1%N/A0.001%
4/10/2025 Fermata Advisors LLC8,377$434K0.1%+31.7%0.002%
4/10/2025 Bay Rivers Group3,865$200K0.1%N/A0.001%
4/10/2025 Lifestyle Asset Management Inc.60,315$3.12M1.7%+2.8%0.014%
4/10/2025 Johnson & White Wealth Management LLC16,464$853K0.5%+128.2%0.004%
4/10/2025 Key Client Fiduciary Advisors LLC8,232$426K0.2%+52.8%0.002%
4/10/2025 Teamwork Financial Advisors LLC558,428$28.92M3.9%+660.4%0.127%
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4/10/2025 Cathy Pareto & Associates Inc.7,100$368K0.3%N/A0.002%
4/10/2025 TrueWealth Advisors LLC38,468$1.99M0.7%+5.6%0.009%
4/10/2025 Hennion & Walsh Asset Management Inc.120,827$6.26M0.3%+6.8%0.027%
4/10/2025 Whipplewood Advisors LLC2,873$149K0.0%-92.3%0.001%
4/9/2025 Selway Asset Management4,000$207K0.1%N/A0.001%
4/9/2025 RFG Advisory LLC17,672$915K0.0%+2.7%0.004%
4/9/2025 Capital Asset Advisory Services LLC4,545$236K0.0%-66.3%0.001%
4/9/2025 HBW Advisory Services LLC59,073$3.06M0.4%+181.3%0.013%
4/9/2025 Merit Financial Group LLC29,970$1.55M0.0%-1.6%0.007%
4/9/2025 Marquette Asset Management LLC208,738$10.81M1.9%-2.7%0.047%
(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, 741 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 720 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 85,891,682 shares in the last 24 months. This purchase volume represents approximately $4.49B in transactions.

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

Of the 226 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 13,590,544 shares in the last 24 months. This volume of shares sold represents approximately $732.86M in transactions.



This page (NASDAQ:JEPQ) was last updated on 4/20/2025 by MarketBeat.com Staff
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