Skip to content
Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

Follow

NASDAQ EQT PREM (fund)

749 managers (756 13F filers) reported a position in JEPQ shares at 2024-12-31, 133,620,117 shares in all. 104 filers opened a position and 29 filers sold out during the quarter.

Managers
749
13F filers
756
New
104
Added
399
Reduced
121
Sold out
29
Shares held by filers
133,620,117

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Compass Financial Services Inc54,933$3.1M1.75%13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC54,779$3.09M0.77%new13F-HRTimelineGroup
Grant/GrossMendelsohn, LLC53,803$3.06M1.6%+1,07913F-HRTimeline
Onyx Bridge Wealth Group LLC54,087$3.05M0.44%+4,72613F-HRTimeline
Beacon Pointe Advisors, LLC53,827$3.03M0.03%+4,64213F-HRTimeline
Perennial Investment Advisors, LLC53,576$3.02M0.36%+8,08213F-HRTimeline
AE Wealth Management LLC53,281$3M0.03%+5,90413F-HRTimeline
HARBOUR INVESTMENTS, INC.52,985$2.99M0.09%+7,38013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…51,897$2.93M0.01%+12,64913F-HRTimelineGroup
Purus Wealth Management, LLC51,728$2.92M1.15%+16,01313F-HRTimeline
ORBA Wealth Advisors, L.L.C.51,640$2.91M1.52%+2,30513F-HRTimeline
Caerus Investment Advisors, LLC50,209$2.83M2.66%+37,16013F-HRTimeline
Coppell Advisory Solutions LLC49,450$2.83M0.4%+4,77113F-HRTimeline
Goldstone Financial Group, LLC49,800$2.81M0.44%+15,29213F-HRTimeline
JT Stratford LLC49,603$2.8M0.46%-2,26913F-HRTimeline
Arkadios Wealth Advisors49,197$2.77M0.15%+7,26513F-HRTimeline
Capital Investment Advisory Services, L…49,049$2.77M0.27%+11,21513F-HRTimeline
Paladin Advisory Group, LLC48,400$2.73M2.09%-11,71013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…48,184$2.72M1.36%+3,14813F-HRTimelineGroup
Belpointe Asset Management LLC50,185$2.71M0.16%-21013F-HRTimeline
Global Retirement Partners, LLC47,687$2.69M0.08%+5,52613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV46,436$2.62M0.19%+3,97313F-HRTimeline
J.W. COLE ADVISORS, INC.46,121$2.6M0.1%+3,56413F-HRTimeline
Sowell Financial Services LLC45,102$2.54M0.13%+14,59513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC44,395$2.52M0.63%+11,15213F-HRTimelineGroup
Creative Planningin group Creative Planning44,683$2.52M<0.01%+21,07513F-HRTimelineGroup
Avior Wealth Management, LLC44,294$2.5M0.09%+14,91713F-HRTimeline
Concorde Financial Corp43,713$2.48M1.48%+43513F-HRTimeline
AlphaStar Capital Management, LLC44,065$2.48M0.26%+6,48113F-HRTimeline
4WEALTH ADVISORS, INC.43,966$2.48M2.53%13F-HRTimeline
Geneos Wealth Management Inc.43,953$2.48M0.09%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.43,180$2.43M1.43%13F-HRTimeline
TBH Global Asset Management, LLC42,525$2.4M0.57%-50613F-HRTimeline
Wagner Wealth Management, LLC42,151$2.38M0.61%-93413F-HRTimeline
D'Orazio & Associates, Inc.42,050$2.37M0.35%+1,92513F-HRTimeline
Total Clarity Wealth Management, Inc.41,768$2.35M0.77%-46,49513F-HRTimeline
Sunpointe, LLC41,271$2.35M1.18%+19,24313F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC41,358$2.33M1.08%+2,16313F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.41,077$2.32M2.07%13F-HRTimeline
Chung Wu Investment Group, LLC40,866$2.3M2.32%13F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC40,406$2.28M1.3%+98513F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC39,831$2.25M1.16%+54513F-HRTimeline
IFP Advisors, Inc39,328$2.22M0.07%+2,62813F-HRTimeline
WEALTH EFFECTS LLC39,289$2.22M0.79%+4,88913F-HRTimeline
Monterey Private Wealth, Inc.39,194$2.21M0.73%+17,97213F-HRTimeline
Mutual Advisors, LLC38,956$2.2M0.06%+9,66713F-HRTimeline
Mechanics Bank Trust Department39,050$2.2M0.29%+23,76013F-HRTimeline
Intrua Financial, LLC38,372$2.16M0.35%+11,25613F-HRTimeline
Summit Wealth Partners, LLC37,441$2.11M0.43%-37813F-HRTimeline
D.A. DAVIDSON & CO.37,388$2.11M0.02%+18,17513F-HRTimeline
Whipplewood Advisors, LLC37,385$2.11M1.2%13F-HRTimeline
Modus Advisors, LLC37,176$2.1M0.66%+3,47413F-HRTimeline
Anchor Capital Management Group Inc37,000$2.09M0.76%13F-HRTimeline
NWAM LLC36,992$2.09M0.13%+9,02313F-HRTimeline
PDS Planning, Inc36,894$2.08M0.18%+20613F-HRTimeline
PFG Advisors36,815$2.08M0.13%+9,51613F-HRTimeline
TrueWealth Advisors, LLC36,424$2.05M0.69%+3,69113F-HRTimeline
Richard W. Paul & Associates, LLC36,156$2.04M0.74%+10313F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…35,761$2.02M0.71%+21,60313F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.35,440$2M1.12%13F-HRTimeline
Blue Investment Partners LLC35,330$1.99M0.73%-5513F-HRTimeline
GILL CAPITAL PARTNERS, LLC35,266$1.99M0.71%013F-HRTimeline
Sloy Dahl & Holst, LLC35,048$1.98M0.25%+5,05513F-HRTimeline
Verity Asset Management, Inc.34,975$1.97M1.11%+1,44813F-HRTimeline
Cadence Bank34,882$1.97M0.13%+30,78213F-HRTimeline
Joseph P. Lucia & Associates, LLC34,401$1.94M0.86%+60613F-HRTimeline
Investment Planning Advisors, Inc.34,043$1.92M0.84%+62513F-HRTimeline
Clarity Wealth Advisors, LLC34,036$1.92M0.52%+77213F-HRTimeline
Aptus Capital Advisors, LLC33,742$1.91M0.02%+5,87113F-HRTimeline
Perissos Private Wealth Management, LLC33,595$1.89M1.42%+17,56113F-HRTimeline
Foguth Wealth Management, LLC.32,556$1.89M0.49%new13F-HRTimeline
Smartleaf Asset Management LLC32,826$1.88M0.19%+18,00913F-HRTimeline
PLANNING DIRECTIONS INC33,097$1.87M1.08%+8,33413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC32,863$1.85M0.13%+3,72813F-HRTimeline
Integras Partners LLC32,727$1.85M1.57%13F-HRTimeline
Bridgewealth Advisory Group, LLC31,635$1.84M0.52%+2,02313F-HRTimeline
Capital Investment Advisors, LLC32,368$1.82M0.04%+3,61913F-HRTimeline
Evolution Wealth Advisors, LLC32,350$1.82M0.31%new13F-HRTimeline
AdvisorNet Financial, Inc32,254$1.82M0.15%+7,14213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.31,769$1.79M1.24%13F-HRTimeline
Ring Mountain Capital, LLC31,751$1.79M1.2%13F-HRTimeline
Stillwater Wealth Management Group31,231$1.76M1.58%13F-HRTimeline
Oxinas Partners, LLC30,465$1.72M1.01%-69113F-HRTimeline
Merit Financial Group, LLC30,450$1.72M0.03%new13F-HRTimeline
First Heartland Consultants, Inc.30,367$1.71M0.18%+4,31513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC30,072$1.7M0.18%+3,11113F-HRTimeline
Empire Financial Management Company, LLC29,708$1.67M0.52%-44013F-HRTimeline
Owen LaRue, LLC29,368$1.66M0.87%+5,60613F-HRTimeline
IFG Advisory, LLC29,198$1.65M0.09%-1,86713F-HRTimeline
5T Wealth, LLC28,438$1.6M0.88%13F-HRTimeline
MBA Advisors LLC28,356$1.6M0.81%+1,41513F-HRTimeline
Resurgent Financial Advisors LLC28,335$1.6M0.94%+4,98713F-HRTimeline
CPC Advisors, LLC28,286$1.59M0.22%+24513F-HRTimeline
Global Assets Advisory, LLC28,335$1.59M0.88%+1,25213F-HRTimeline
Greenwich Wealth Management LLC28,240$1.59M0.11%+4,79113F-HRTimeline
Cresset Asset Management, LLC27,732$1.58M0.01%+12,23813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.27,135$1.53M0.02%-1,06513F-HR/ATimelineGroup
Comprehensive Financial Planning, Inc./…27,047$1.52M1.29%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC26,979$1.52M0.01%new13F-HRTimeline
Fiduciary Alliance LLC26,804$1.51M0.15%+5,35713F-HRTimeline
EP Wealth Advisors, LLC26,761$1.51M0.01%+4,37313F-HRTimeline
SCOTIA CAPITAL INC.26,495$1.49M0.01%+1,39613F-HRTimeline
Headlands Technologies LLC26,087$1.47M0.15%+25,91213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC26,084$1.47M0.66%-1,28313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC25,809$1.46M0.06%+39213F-HR/ATimeline
Sunbelt Securities, Inc.25,424$1.46M0.13%-57513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC25,435$1.45M0.35%+3,69813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners25,620$1.44M0.24%-56613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\25,504$1.44M<0.01%+3,35713F-HRTimelineGroup
Valmark Advisers, Inc.25,285$1.43M0.02%+8,86013F-HRTimeline
Investor's Fiduciary Advisor Network, L…24,843$1.4M0.54%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV24,636$1.39M<0.01%-3,51013F-HRTimeline
Sequent Planning LLC24,634$1.39M0.51%-7513F-HRTimeline
Herold Advisors, Inc.24,565$1.39M0.3%+2,16013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC23,866$1.35M1.33%+2,60913F-HRTimeline
Frontier Asset Management, LLC23,818$1.34M0.44%+4,75013F-HRTimeline
NCP Inc.23,754$1.34M0.69%+5,73413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC23,457$1.33M0.01%+14,89813F-HRTimelineGroup
NAPATREE CAPITAL LLC23,463$1.32M0.78%+66713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,205$1.31M0.04%+10,57713F-HRTimelineGroup
M Holdings Securities, Inc.23,118$1.3M0.21%+3,92413F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC23,101$1.3M0.01%+4,60313F-HRTimelineGroup
LRI Investments, LLC23,000$1.3M0.12%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC22,925$1.29M0.18%+44313F-HRTimeline
Newport Capital Group, LLC22,791$1.28M0.95%+63613F-HRTimeline
PINNACLE ASSOCIATES LTD22,768$1.28M0.02%+1,45113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,673$1.28M0.04%+5,96813F-HRTimelineGroup
Kovack Advisors, Inc.22,475$1.27M0.12%-6,50513F-HRTimeline
Continuum Advisory, LLC22,214$1.25M0.16%+3,21413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC21,828$1.23M0.23%+4,46013F-HRTimeline
Keystone Wealth Services, LLC21,809$1.23M0.33%+3,20513F-HRTimeline
Kelly Financial Services LLC21,682$1.22M0.44%-8,27213F-HR/ATimeline
Koshinski Asset Management, Inc.21,638$1.22M0.11%+97513F-HRTimeline
Steele Capital Management, Inc.21,458$1.22M0.06%+4,10013F-HRTimeline
Arete Wealth Advisors, LLC21,479$1.21M0.09%-37413F-HRTimeline
Reyes Financial Architecture, Inc.21,055$1.19M0.93%13F-HRTimeline
HBW ADVISORY SERVICES LLC21,001$1.18M0.12%+3,17513F-HRTimeline
Confluence Wealth Services, Inc.19,828$1.15M0.08%+4,68813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…20,433$1.15M0.11%-1,25013F-HRTimeline
IHT Wealth Management, LLC20,416$1.15M0.04%-4,99213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC20,190$1.14M0.1%-17513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.19,998$1.14M0.06%+16,13413F-HR/ATimelineGroup
Procyon Advisors, LLC20,160$1.14M0.07%+5013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT19,880$1.12M0.14%+3,61313F-HRTimeline
Avidian Wealth Enterprises, LLC19,876$1.12M0.05%+4,40013F-HRTimeline
MCDONALD PARTNERS LLC19,873$1.12M0.29%+78813F-HRTimeline
Householder Group Estate & Retirement S…19,882$1.12M0.84%-53,20513F-HRTimeline
Western Wealth Management, LLC19,822$1.12M0.07%-4,88513F-HR/ATimeline
Strategic Financial Concepts, LLC19,568$1.1M0.21%+1,77513F-HR/ATimeline
Nautilus Advisors LLC19,468$1.1M0.87%13F-HRTimeline
Parallel Advisors, LLC19,427$1.1M0.02%+91113F-HRTimeline
JSF Financial, LLC19,412$1.09M0.29%+3,50013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC19,157$1.08M<0.01%+13,24713F-HRTimelineGroup
WORLD EQUITY GROUP, INC.19,152$1.08M0.23%new13F-HRTimeline
MAI Capital Management19,099$1.08M0.01%-6,39613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC18,895$1.07M0.01%new13F-HRTimelineGroup
FNY Investment Advisers, LLC18,767$1.06M0.55%013F-HRTimeline
Hibernia Wealth Partners, LLC18,519$1.04M0.8%-10,61913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC18,516$1.04M0.4%-1,81813F-HRTimeline
SteelPeak Wealth, LLC18,249$1.04M0.04%+5,58413F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC18,225$1.03M0.51%+2,71713F-HRTimeline
PFG Investments, LLC18,101$1.02M0.06%+28113F-HRTimeline
Runnymede Capital Advisors, Inc.18,020$1.02M0.89%13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…17,936$1.01M0.67%new13F-HRTimeline
Ironsides Asset Advisors, LLC17,890$1.01M0.29%+4,15013F-HRTimeline
CHAPIN DAVIS, INC.18,347$1.01M0.33%013F-HRTimeline
Jaffetilchin Investment Partners, LLC17,764$1M0.07%+1,22513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,748$1M<0.01%new13F-HRTimelineGroup
WOLVERINE TRADING, LLC17,227$986K0.02%+5,11813F-HRTimeline
Qube Research & Technologies Ltd17,365$979K<0.01%+16,85413F-HRTimeline
GeoWealth Management, LLC17,316$976K0.03%-32413F-HRTimeline
BEAM WEALTH ADVISORS, INC.17,294$975K0.31%+1,49313F-HRTimeline
RFG Advisory, LLC17,200$970K0.03%+2,13513F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC17,192$969K0.92%13F-HRTimeline
Asset Allocation Strategies LLC16,812$969K0.23%+4,15813F-HRTimeline
Cooper Financial Group16,426$926K0.11%-69913F-HRTimeline
Bell Bank16,187$913K0.07%new13F-HRTimeline
Perigon Wealth Management, LLC16,126$912K0.02%+1,16313F-HRTimeline
Consilium Wealth Advisory, LLC15,799$891K0.42%+45113F-HRTimeline
Snowden Capital Advisors LLC15,658$890K0.03%-3913F-HRTimeline
NCM Capital Management, LLC15,721$886K0.4%+113F-HRTimeline
MEANS INVESTMENT CO., INC.15,575$878K0.09%+1,48713F-HRTimeline
Stonebridge Financial Group, LLC15,487$873K0.1%13F-HRTimeline
Etesian Wealth Advisors, Inc.15,394$868K0.38%+1,19613F-HRTimeline
Brown Miller Wealth Management, LLC15,289$862K0.33%+1,55213F-HRTimeline
GWN SECURITIES INC.14,802$860K0.23%13F-HRTimeline
Millennium Capital Advisors, LLC15,188$856K0.58%+5,53513F-HRTimeline
Annex Advisory Services, LLC15,152$854K0.03%+3,41013F-HRTimeline
BEACON FINANCIAL PLANNING, INC15,056$849K0.49%+8,79513F-HRTimeline
Zions Bancorporation, N.A.15,000$846K0.05%new13F-HRTimeline
Advisory Services Network, LLC14,874$839K0.02%+82013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…14,812$835K0.03%+7,57313F-HRTimelineGroup
Westend Capital Management, LLC14,681$828K0.25%+3,82213F-HRTimeline
Frederick Financial Consultants, LLC14,613$824K0.66%13F-HRTimeline
Econ Financial Services Corp14,490$817K0.47%-1,27413F-HRTimeline
Coordinated Financial Services, Inc.14,329$808K0.63%13F-HRTimeline
Round Rock Advisors LLC14,324$808K0.17%+20013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC14,260$804K0.44%new13F-HRTimeline
PKS Advisory Services, LLC14,244$803K0.2%13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.14,228$802K0.11%+2,03913F-HRTimeline