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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

1,018 managers (1,031 13F filers) reported a position in JEPQ shares at 2026-06-30, 198,527,872 shares in all. 119 filers opened a position and 52 filers sold out during the quarter.

Managers
1,018
13F filers
1,031
New
119
Added
538
Reduced
263
Sold out
52
Shares held by filers
198,527,872

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PFG Investments, LLC76,233$4.69M0.18%+3,34113F-HRTimeline
S&A Financial Services, Inc.76,042$4.67M2.85%+11,40113F-HRTimeline
Sunpointe, LLC75,828$4.66M1.32%+3,74913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…74,946$4.61M0.27%-2,73313F-HRTimeline
Trajan Wealth LLC73,763$4.53M0.17%-1,33113F-HRTimeline
HBW ADVISORY SERVICES LLC72,197$4.44M0.4%+8,29813F-HRTimeline
Ellis Investment Partners, LLC72,096$4.43M0.67%-7,48813F-HRTimeline
Tradition Wealth Management, LLC72,048$4.43M0.27%+7,42913F-HRTimeline
Belpointe Asset Management LLC71,574$4.4M0.14%+3,89113F-HRTimeline
Krilogy Financial LLC71,412$4.39M0.13%-81913F-HRTimeline
Foundations Investment Advisors, LLC71,376$4.39M0.05%+25,16813F-HRTimeline
Saxony Capital Management, LLC71,133$4.37M2%+3,94213F-HRTimeline
CHOREO, LLC70,647$4.34M0.05%+2,47413F-HRTimeline
Princeton Global Asset Management LLC70,090$4.31M0.62%+7,90513F-HRTimeline
SlateStone Wealth, LLC68,550$4.21M0.32%+67013F-HRTimeline
AdvisorNet Financial, Inc68,387$4.2M0.19%-48,16313F-HRTimeline
Curtis Advisory Group, LLC68,005$4.18M0.81%+60,98913F-HRTimeline
Ausdal Financial Partners, Inc.67,725$4.16M0.16%+9,47613F-HRTimeline
RPg Family Wealth Advisory, LLC67,514$4.15M0.69%-1,51913F-HR/ATimeline
RETIREMENT GUYS FORMULA LLC67,455$4.15M1.56%-21613F-HRTimeline
Verity Asset Management, Inc.67,370$4.14M1.57%+40313F-HRTimeline
Turn8 Private Wealth Inc.66,438$4.08M2.72%013F-HRTimeline
Global Assets Advisory, LLC67,057$4.05M0.88%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding69,344$4M+37,027Timeline
Lionhunter Capital Management, LLC65,145$4M1.81%13F-HRTimeline
Palacios Wealth Management, LLC64,789$3.98M2.35%-2,58513F-HRTimeline
SeaCrest Wealth Management, LLC64,477$3.96M0.44%-5,15813F-HRTimeline
Wagner Wealth Management, LLC64,329$3.95M0.73%+50813F-HRTimeline
SMITH, MOORE & CO.64,288$3.95M0.26%+4,23413F-HRTimeline
BLAIR WILLIAM & CO/IL63,632$3.91M0.01%+4,06513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC63,336$3.89M0.96%+10,64213F-HRTimeline
Mayfair Advisory Group, LLC67,011$3.88M1.17%+7,39213F-HRTimeline
Midwest Trust Co62,843$3.86M0.04%+10,36013F-HRTimeline
Koshinski Asset Management, Inc.62,757$3.86M0.21%+18,64913F-HRTimeline
Summit Wealth Partners, LLC62,711$3.85M0.55%+7,55613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC62,028$3.81M1.15%-1,13513F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…61,566$3.78M0.11%-54513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC61,547$3.78M0.06%-12,55813F-HRTimeline
Advisory Services Network, LLC61,479$3.78M0.04%+18,37913F-HRTimeline
Pine Valley Investments Ltd Liability Co61,158$3.76M0.16%-25,69113F-HRTimeline
Global Retirement Partners, LLC61,151$3.76M0.06%13F-HRTimeline
RFG Advisory, LLC60,408$3.71M0.06%-1,24513F-HRTimeline
Aptus Capital Advisors, LLC60,135$3.7M0.03%+1,41313F-HRTimeline
WESTBOURNE INVESTMENTS, INC.60,130$3.7M1.51%-56513F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co60,000$3.69M0.21%new13F-HRTimeline
Investment Partners Asset Management, I…59,833$3.68M2.05%-17613F-HRTimeline
BEAM WEALTH ADVISORS, INC.59,622$3.66M0.81%+12,08613F-HR/ATimeline
M.E. ALLISON & CO., INC.59,114$3.63M2.09%+3,86613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …59,086$3.63M0.04%+17,38313F-HRTimelineGroup
IFP Advisors, Inc58,185$3.58M0.06%+2,39713F-HRTimeline
WMS Group LLC57,985$3.56M4.6%+35913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC57,879$3.56M0.13%+18,91813F-HRTimeline
Quantinno Capital Management LP57,124$3.51M<0.01%+18,84213F-HRTimeline
Western Wealth Management, LLC55,995$3.44M0.11%+5,56813F-HRTimeline
Perissos Private Wealth Management, LLC55,598$3.42M2.3%+4,74213F-HRTimeline
JT Stratford LLC55,357$3.4M0.37%+1,47013F-HRTimeline
PLANNING DIRECTIONS INC55,104$3.39M1.57%+5,91413F-HRTimeline
BEACON FINANCIAL PLANNING, INC54,547$3.35M1.14%+9,77013F-HRTimeline
Lighthouse Financial LLC54,509$3.35M1.74%-13,44413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC54,086$3.32M0.08%-2,75113F-HRTimeline
Sloy Dahl & Holst, LLC54,077$3.32M0.41%+1,54313F-HRTimeline
Capstone Wealth Management Group, Inc.in group Capstone Wealth Management Gr…54,056$3.32M2%13F-HRTimelineGroup
Avidian Wealth Enterprises, LLC53,636$3.3M0.09%-4,06213F-HRTimeline
Rooted Wealth Advisors, Inc.53,492$3.29M0.8%+2,03513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV53,484$3.29M0.16%+3,89813F-HRTimeline
Kovack Advisors, Inc.54,508$3.29M0.16%-2513F-HRTimeline
4WEALTH ADVISORS, INC.53,652$3.26M2.5%+55713F-HRTimeline
Ring Mountain Capital, LLC52,624$3.23M1.36%+1,09913F-HRTimeline
Purus Wealth Management, LLC52,616$3.23M0.89%+1,31213F-HRTimeline
Clarity Wealth Advisors, LLC51,418$3.16M0.56%+1,89513F-HRTimeline
TBH Global Asset Management, LLC51,305$3.15M0.58%+3113F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC51,163$3.14M0.85%-25813F-HRTimeline
SHP Wealth Management50,492$3.1M0.21%-89,44913F-HRTimeline
PMG Family Office LLC50,464$3.1M2.86%+70613F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC49,989$3.07M1.76%new13F-HRTimeline
San Luis Wealth Advisors LLC49,781$3.06M0.46%+16,72813F-HRTimeline
Pasadena Private Wealth, LLC49,764$3.06M0.39%+24,21513F-HRTimeline
Vise Technologies, Inc.49,527$3.04M0.03%+20,41913F-HRTimeline
Valmark Advisers, Inc.49,265$3.03M0.03%+3,00613F-HRTimeline
M Holdings Securities, Inc.50,022$3.02M0.41%+2,08013F-HRTimeline
Generation Capital Management LLC48,990$3.01M1.85%+3,17413F-HRTimeline
Oxinas Partners, LLC48,828$3M1.18%+1,37213F-HRTimeline
Hibernia Wealth Partners, LLC48,176$2.96M1.6%-43,13413F-HRTimeline
Herold Advisors, Inc.47,728$2.92M0.58%+4,19513F-HRTimeline
Concorde Financial Corp47,298$2.91M2.34%+1,27813F-HRTimeline
Slagle Financial, LLC47,251$2.9M0.87%+7,87713F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…47,238$2.9M0.84%-1,52413F-HRTimeline
Colonial River Investments, LLC47,214$2.9M0.83%+11,60513F-HRTimeline
Sulzberger Capital Advisors, Inc.46,754$2.87M2.81%+4,30613F-HRTimeline
Gotham Asset Management, LLC46,400$2.85M0.01%+26,32613F-HRTimeline
Goldstone Financial Group, LLC46,081$2.83M0.26%+30313F-HRTimeline
Lifestyle Asset Management, Inc.45,867$2.82M0.76%+5,15813F-HRTimeline
Financial Partners Group, Inc45,774$2.81M0.29%+1,00813F-HRTimeline
WNY Asset Management, LLC45,717$2.81M0.25%-9,12913F-HRTimeline
Significant Wealth Partners LLC45,672$2.81M3.04%+10,24713F-HRTimeline
Security National Bank45,570$2.8M0.33%+7,11913F-HRTimeline
PDS Planning, Inc45,203$2.78M0.16%+95513F-HRTimeline
TrustBankin group TrustBank45,184$2.78M0.94%-2,95713F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC44,805$2.75M0.49%+2,40913F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.44,746$2.75M2%+86313F-HRTimeline
Henderson Brothers Financial Partners, …43,840$2.69M1.28%-41,10613F-HRTimeline
Signal Advisors Wealth, LLC43,797$2.69M0.14%+26,79613F-HRTimeline
D'Orazio & Associates, Inc.43,489$2.67M0.31%+12513F-HRTimeline
GILL CAPITAL PARTNERS, LLC43,195$2.65M0.7%-47913F-HRTimeline
TrueWealth Advisors, LLC43,088$2.65M0.6%-47113F-HRTimeline
J.Safra Asset Management Corp42,895$2.64M0.12%+1,08113F-HRTimeline
Sequent Planning LLC42,729$2.63M0.56%+38,76013F-HRTimeline
Stonebridge Financial Group, LLC/CA42,705$2.62M0.36%13F-HRTimeline
EP Wealth Advisors, LLC42,493$2.61M0.01%+13,25213F-HRTimeline
GFS Advisors, LLC740$2.58M0.4%new13F-HR/ATimeline
American Trust41,881$2.57M0.2%-87013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC41,155$2.53M0.01%+7,72113F-HRTimelineGroup
HERBST GROUP, LLC41,110$2.53M1.38%+2,76713F-HRTimeline
Caprock Group, LLC41,055$2.52M0.05%+7,73313F-HRTimeline
Fiduciary Alliance LLC41,041$2.52M0.17%+62913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC40,663$2.5M0.17%+25,40713F-HRTimelineGroup
Smallwood Wealth Investment Management,…40,644$2.5M1.09%+1,47413F-HRTimeline
Joseph P. Lucia & Associates, LLC40,202$2.47M0.74%+4,44013F-HRTimeline
MCDONALD PARTNERS LLC39,131$2.4M0.58%+7,52513F-HRTimeline
Triumph Capital Management38,878$2.39M0.43%+1,74213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP38,822$2.39M<0.01%+21,08113F-HR/ATimelineGroup
Invst, LLC38,786$2.38M0.23%+1,42013F-HRTimeline
Crescent Grove Advisors, LLC38,650$2.38M0.2%-5,78913F-HRTimeline
Integras Partners LLC38,453$2.36M1.3%+1,30313F-HRTimeline
IFG Advisory, LLC38,273$2.35M0.08%new13F-HRTimeline
Modus Advisors, LLC37,792$2.32M0.57%-16713F-HRTimeline
Confluence Wealth Services, Inc.37,497$2.3M0.07%+2,56013F-HRTimeline
CIBC WORLD MARKET INC.37,310$2.29M<0.01%+28,22613F-HRTimeline
HB Wealth Management, LLC37,198$2.29M0.01%+12,62813F-HRTimeline
Putney Financial Group LLC37,000$2.27M2.05%+7,67413F-HRTimeline
Strategic Financial Concepts, LLC36,242$2.23M0.66%-88213F-HRTimeline
NewEdge Wealth, LLC35,834$2.2M0.02%+16,13813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …35,757$2.2M0.01%+5,09613F-HRTimelineGroup
Golden State Wealth Management, LLC35,735$2.2M0.2%-40713F-HRTimeline
Cresset Asset Management, LLC35,493$2.18M0.01%+12,45613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC35,286$2.17M<0.01%+12,95613F-HRTimelineGroup
Resurgent Financial Advisors LLC35,269$2.17M0.61%+94913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\34,876$2.14M<0.01%+44413F-HRTimelineGroup
Bridgewealth Advisory Group, LLC34,836$2.14M0.4%+17,71813F-HRTimeline
Capital Investment Advisors, LLC34,631$2.13M0.03%-1,10813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC34,357$2.11M<0.01%+12,06713F-HRTimelineGroup
Visionary Wealth Advisors33,991$2.09M0.08%-13,44213F-HRTimeline
Wealthspire Advisors, LLC33,197$2.04M0.01%+22,59513F-HRTimeline
Retirement Planning Group, LLC33,139$2.04M0.05%+16,78813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV32,898$2.02M<0.01%+3,27213F-HR/ATimeline
CHAPIN DAVIS, INC.32,869$2.02M0.36%+75013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC32,861$2.02M0.19%-6,87913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP32,632$2.01M0.14%+10,83313F-HRTimelineGroup
Marshall Financial Group, LLC32,051$1.97M0.29%-3,90713F-HRTimeline
MAI Capital Management31,868$1.96M0.01%+19,40413F-HRTimeline
Snowden Capital Advisors LLC31,735$1.95M0.05%+93913F-HRTimeline
Financial Guidance Group, Inc.31,704$1.95M0.73%013F-HRTimeline
VestGen Advisors, LLC31,640$1.94M0.06%+31213F-HRTimeline
John W. Brooker & Co., CPAs31,618$1.94M2.35%+11,93113F-HRTimeline
IMA Advisory Services, Inc.31,218$1.92M0.12%new13F-HRTimeline
CPWA, LLC31,156$1.91M2.22%+80713F-HRTimeline
CVA Family Office, LLC31,065$1.91M0.17%+7,41913F-HRTimeline
LexAurum Advisors, LLC30,729$1.89M0.22%+3913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…30,645$1.88M<0.01%+8,25713F-HRTimelineGroup
WEALTH EFFECTS LLC30,293$1.86M0.5%-1,21313F-HRTimeline
Haverford Trust Co30,172$1.85M0.02%013F-HRTimeline
Sowell Financial Services LLC30,159$1.85M0.06%-2613F-HRTimeline
Prosperity Consulting Group, LLC30,156$1.85M0.07%+13,44513F-HRTimeline
Frontier Asset Management, LLC29,827$1.83M0.33%+2,84713F-HRTimeline
Melia Wealth LLC29,228$1.8M1.03%+2,24813F-HRTimeline
Advisory Advocates, LLC29,178$1.79M1.54%-30013F-HRTimeline
Moors & Cabot, Inc.29,085$1.79M0.07%+68813F-HRTimeline
COZAD ASSET MANAGEMENT INC28,661$1.76M0.11%+7,49113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC28,596$1.76M0.12%-45913F-HRTimeline
Delta Investment Management, LLC28,500$1.75M0.29%+1,78713F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding28,278$1.74M+13,597Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…28,187$1.73M0.19%+2,65713F-HRTimeline
Investment Advisory Services Group LLC28,134$1.73M1.27%-40013F-HRTimeline
LRI Investments, LLC27,900$1.71M0.14%013F-HRTimeline
Simplicity Wealth,LLC27,804$1.71M0.06%new13F-HRTimeline
Evolution Wealth Advisors, LLC27,670$1.7M0.2%-1,99013F-HRTimeline
FWG Holdings, LLC29,281$1.7M0.59%-2,94013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC27,591$1.7M<0.01%+17,49413F-HRTimelineGroup
Tempus Wealth Planning, LLC27,365$1.68M0.33%+1,76513F-HRTimeline
Brown Miller Wealth Management, LLC27,332$1.68M0.42%+94013F-HRTimeline
Continuum Advisory, LLC27,325$1.68M0.14%-8413F-HRTimeline
Investor's Fiduciary Advisor Network, L…27,311$1.68M0.57%-8,91913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC26,725$1.64M0.43%+11,15613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.26,672$1.64M<0.01%+25,83013F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS26,632$1.64M0.06%+11213F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.26,463$1.63M0.78%+2,42913F-HRTimeline
Bull Harbor Capital LLC25,927$1.59M0.31%+4,21013F-HRTimeline
Mission Hills Financial Advisory, LLC25,822$1.59M0.7%+21,62213F-HRTimeline
Etesian Wealth Advisors, Inc.25,417$1.56M0.46%-6713F-HRTimeline
MBA Advisors LLC25,344$1.56M0.53%+66313F-HRTimeline
Nautilus Advisors LLC25,563$1.55M0.91%+4,35513F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC25,119$1.54M1.15%+26913F-HRTimeline
Paradigm, Strategies in Wealth Manageme…25,047$1.54M0.94%-47913F-HRTimeline
PKS Advisory Services, LLC24,874$1.53M0.24%+1,84113F-HRTimeline
Whipplewood Advisors, LLC24,815$1.53M1.03%-20,48013F-HRTimeline
Betterment LLC24,528$1.51M<0.01%+4,33313F-HRTimeline
National Philanthropic Trust24,437$1.5M0.02%+4,08713F-HRTimeline
Navis Wealth Advisors, LLC24,430$1.5M0.57%-8,45013F-HRTimeline
Focused Wealth Management, Inc24,214$1.49M0.13%+1,29913F-HRTimeline
Boreal Capital Management LLC24,032$1.48M1.1%013F-HRTimeline