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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

779 managers (787 13F filers) reported a position in JEPQ shares at 2025-03-31, 152,408,473 shares in all. 96 filers opened a position and 58 filers sold out during the quarter.

Managers
779
13F filers
787
New
96
Added
447
Reduced
168
Sold out
58
Shares held by filers
152,408,473

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
HERBST GROUP, LLC59,696$3.09M2.19%+48,29613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC59,320$3.07M0.79%+14,92513F-HRTimelineGroup
HBW ADVISORY SERVICES LLC59,073$3.06M0.43%+38,07213F-HRTimeline
Avior Wealth Management, LLC58,947$3.05M0.12%+14,65313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP58,497$3.03M0.23%+2,96113F-HRTimeline
ORBA Wealth Advisors, L.L.C.57,399$2.97M1.5%+5,75913F-HRTimeline
Arkadios Wealth Advisors57,283$2.97M0.11%+8,08613F-HRTimeline
Onyx Bridge Wealth Group LLC56,804$2.94M0.42%+2,71713F-HRTimeline
Turn8 Private Wealth Inc.56,500$2.93M2.29%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.55,550$2.88M0.08%+2,56513F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…55,285$2.86M2.29%-81113F-HRTimelineGroup
SeaCrest Wealth Management, LLC55,095$2.85M0.32%-64113F-HRTimeline
D.A. DAVIDSON & CO.54,920$2.84M0.02%+17,53213F-HRTimeline
Mutual Advisors, LLC55,661$2.84M0.08%+16,70513F-HRTimeline
PFG Advisors54,657$2.83M0.16%+17,84213F-HRTimeline
Perennial Investment Advisors, LLC53,842$2.79M0.31%+26613F-HRTimeline
JT Stratford LLC53,808$2.79M0.49%+4,20513F-HRTimeline
Cadence Bank53,672$2.78M0.2%+18,79013F-HRTimeline
Foguth Wealth Management, LLC.52,785$2.73M0.66%+20,22913F-HRTimeline
AE Wealth Management LLC52,697$2.73M0.02%-58413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…48,188$2.73M0.01%-3,70913F-HR/ATimelineGroup
Signal Advisors Wealth, LLC52,472$2.72M0.27%+43,69513F-HRTimeline
Monterey Private Wealth, Inc.52,098$2.7M0.79%+12,90413F-HRTimeline
Maia Wealth LLC53,528$2.67M0.61%-19,18013F-HRTimeline
PINNACLE ASSOCIATES LTD51,548$2.67M0.04%+28,78013F-HRTimeline
Chicago Partners Investment Group LLC51,498$2.65M0.09%new13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC51,162$2.65M0.7%-3,61713F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…51,134$2.65M1.32%+2,95013F-HRTimelineGroup
Purus Wealth Management, LLC51,054$2.64M1.12%-67413F-HRTimeline
Caerus Investment Advisors, LLC49,837$2.58M2.49%-37213F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC49,335$2.55M1.17%+7,97713F-HRTimeline
Wagner Wealth Management, LLC48,797$2.53M0.63%+6,64613F-HRTimeline
Cresset Asset Management, LLC48,250$2.5M0.01%+20,51813F-HRTimeline
4WEALTH ADVISORS, INC.47,463$2.46M2.72%+3,49713F-HRTimeline
San Luis Wealth Advisors LLC47,189$2.44M0.55%new13F-HR/ATimeline
Grant/GrossMendelsohn, LLC47,552$2.43M1.35%-6,25113F-HRTimeline
Mechanics Bank Trust Department46,344$2.4M0.33%+7,29413F-HRTimeline
Socha Financial Group, LLC46,298$2.4M1.17%-40,37513F-HRTimeline
Sloy Dahl & Holst, LLC46,189$2.39M0.42%+11,14113F-HRTimeline
Henderson Brothers Financial Partners, …40,976$2.38M1.19%13F-HRTimeline
Total Clarity Wealth Management, Inc.41,768$2.35M0.77%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC45,405$2.35M1.17%new13F-HRTimeline
Concorde Financial Corp44,964$2.33M1.28%+1,25113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…44,953$2.33M0.22%+24,52013F-HRTimeline
Goldstone Financial Group, LLC44,870$2.32M0.35%-4,93013F-HRTimeline
Paladin Advisory Group, LLC44,598$2.31M1.85%-3,80213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC44,109$2.28M0.16%+11,24613F-HRTimeline
Sowell Financial Services LLC44,035$2.28M0.1%-1,06713F-HRTimeline
ZEGA Investments, LLC43,414$2.25M0.66%new13F-HRTimeline
Evolution Wealth Advisors, LLC42,809$2.22M0.37%+10,45913F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.42,782$2.22M1.75%+1,70513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV42,656$2.21M0.17%-3,78013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…42,475$2.2M0.05%+19,27013F-HRTimelineGroup
D'Orazio & Associates, Inc.42,103$2.18M0.33%+5313F-HRTimeline
WESTBOURNE INVESTMENTS, INC.41,760$2.16M1.31%-1,42013F-HRTimeline
Sunpointe, LLC41,650$2.16M1.15%+37913F-HRTimeline
VestGen Advisors, LLC41,639$2.16M0.1%13F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…41,147$2.13M0.77%+5,38613F-HRTimeline
Chung Wu Investment Group, LLC41,146$2.13M2.55%+28013F-HRTimeline
Ring Mountain Capital, LLC41,027$2.12M1.6%+9,27613F-HRTimeline
Intrua Financial, LLC40,836$2.11M0.33%+2,46413F-HRTimeline
Smartleaf Asset Management LLC40,558$2.1M0.2%+7,73213F-HRTimeline
Summit Wealth Partners, LLC40,492$2.1M0.43%+3,05113F-HRTimeline
Crescent Grove Advisors, LLC40,467$2.1M0.22%-95,19713F-HRTimeline
SteelPeak Wealth, LLC40,423$2.09M0.09%+22,17413F-HRTimeline
Sulzberger Capital Advisors, Inc.40,149$2.08M2.73%-29,42113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC39,586$2.05M1.12%-24513F-HRTimeline
PLANNING DIRECTIONS INC39,421$2.04M0.87%+6,32413F-HRTimeline
PDS Planning, Inc39,405$2.04M0.17%+2,51113F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.39,288$2.03M0.98%+3,84813F-HRTimeline
NWAM LLC39,273$2.03M0.17%+2,28113F-HRTimeline
Whipplewood Advisors, LLC2,873$2M1.42%-34,51213F-HRTimeline
TrueWealth Advisors, LLC38,468$1.99M0.65%+2,04413F-HRTimeline
Anderson Financial Strategies, LLC38,450$1.99M1.22%+38,44613F-HRTimeline
Aptus Capital Advisors, LLC37,680$1.95M0.02%+3,93813F-HRTimeline
Richard W. Paul & Associates, LLC37,396$1.94M0.76%+1,24013F-HRTimeline
Modus Advisors, LLC37,302$1.93M0.63%+12613F-HRTimeline
Joseph P. Lucia & Associates, LLC37,122$1.92M0.88%+2,72113F-HRTimeline
Anchor Capital Management Group Inc37,000$1.92M0.88%013F-HRTimeline
Stillwater Wealth Management Group36,606$1.9M1.64%+5,37513F-HRTimeline
Integras Partners LLC36,271$1.88M1.69%+3,54413F-HRTimeline
Blue Investment Partners LLC36,213$1.88M0.71%+88313F-HRTimeline
Clarity Wealth Advisors, LLC35,185$1.82M0.51%+1,14913F-HRTimeline
Capital Investment Advisors, LLC35,130$1.82M0.04%+2,76213F-HRTimeline
Perissos Private Wealth Management, LLC34,979$1.81M1.65%+1,38413F-HRTimeline
First Heartland Consultants, Inc.34,874$1.81M0.19%+4,50713F-HRTimeline
Bouvel Investment Partners, LLC32,399$1.78M0.67%-25,44513F-HRTimeline
Investment Planning Advisors, Inc.34,282$1.78M0.72%+23913F-HRTimeline
EP Wealth Advisors, LLC34,172$1.77M0.01%+7,41113F-HRTimeline
GILL CAPITAL PARTNERS, LLC34,055$1.76M0.61%-1,21113F-HRTimeline
NewEdge Wealth, LLC33,876$1.75M0.03%-49,29813F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC33,680$1.74M1.12%-6,72613F-HRTimeline
Owen LaRue, LLC32,754$1.7M0.84%+3,38613F-HRTimeline
Fiduciary Alliance LLC32,346$1.67M0.16%+5,54213F-HRTimeline
Sunbelt Securities, Inc.32,294$1.67M0.15%+6,87013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.32,172$1.67M1.13%+40313F-HRTimeline
CW Advisors, LLC31,539$1.66M0.02%new13F-HRTimeline
MIdWestOne Financial Group, Inc.31,840$1.65M0.23%new13F-HRTimeline
Saxony Capital Management, LLC31,691$1.64M1.44%+18,74113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC31,445$1.63M0.3%+9,61713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC31,418$1.63M0.53%+1,34613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT31,401$1.63M0.2%+11,52113F-HRTimeline
WEALTH EFFECTS LLC31,334$1.62M0.68%-7,95513F-HRTimeline
Oxinas Partners, LLC31,138$1.61M0.95%+67313F-HRTimeline
Continuum Advisory, LLC31,062$1.61M0.21%+8,84813F-HRTimeline
Empire Financial Management Company, LLC30,885$1.6M0.49%+1,17713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.30,233$1.57M0.03%+3,09813F-HRTimelineGroup
Merit Financial Group, LLC29,970$1.55M0.02%-48013F-HRTimeline
IFG Advisory, LLC29,562$1.53M0.08%+36413F-HRTimeline
M Holdings Securities, Inc.29,508$1.53M0.25%+6,39013F-HRTimeline
Avidian Wealth Enterprises, LLC29,387$1.52M0.07%+9,51113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC29,316$1.52M0.36%+3,88113F-HRTimeline
MCDONALD PARTNERS LLC28,949$1.5M0.39%+9,07613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\28,482$1.47M<0.01%+2,97813F-HRTimelineGroup
Econ Financial Services Corp28,458$1.47M0.78%+13,96813F-HRTimeline
Haverford Trust Co28,454$1.47M0.01%new13F-HRTimeline
Security National Bank28,450$1.47M0.28%+22,55913F-HRTimeline
Confluence Wealth Services, Inc.29,618$1.47M0.09%+9,79013F-HRTimeline
Verity Asset Management, Inc.28,386$1.47M0.6%-6,58913F-HRTimeline
Herold Advisors, Inc.28,302$1.47M0.32%+3,73713F-HRTimeline
Resurgent Financial Advisors LLC28,087$1.45M0.87%-24813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC27,919$1.45M0.01%+4,46213F-HRTimelineGroup
CPC Advisors, LLC27,859$1.44M0.2%-42713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC27,739$1.44M0.06%+1,93013F-HR/ATimeline
NCP Inc.27,688$1.43M1.93%+3,93413F-HRTimeline
Colonial River Investments, LLC27,654$1.43M0.79%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…27,517$1.42M0.67%+2,67413F-HRTimeline
CORA CAPITAL ADVISORS LLC27,162$1.41M0.67%+19,30713F-HRTimeline
IFP Advisors, Inc26,986$1.4M0.04%-12,34213F-HRTimeline
PFG Investments, LLC26,690$1.38M0.09%+8,58913F-HRTimeline
Paradigm, Strategies in Wealth Manageme…26,346$1.36M0.92%+8,41013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners26,196$1.36M0.22%+57613F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC26,045$1.35M0.16%new13F-HRTimelineGroup
5T Wealth, LLC26,019$1.35M0.77%-2,41913F-HRTimeline
IHT Wealth Management, LLC25,725$1.33M0.04%+5,30913F-HRTimeline
Steele Capital Management, Inc.25,688$1.33M0.07%+4,23013F-HRTimeline
BEACON FINANCIAL PLANNING, INC25,414$1.32M0.76%+10,35813F-HRTimeline
Marks Wealth, LLC24,966$1.29M0.47%-495,00713F-HRTimeline
LRI Investments, LLC24,900$1.29M0.12%+1,90013F-HRTimeline
Snowden Capital Advisors LLC24,785$1.28M0.04%+9,12713F-HRTimeline
CHAPIN DAVIS, INC.24,726$1.28M0.44%+6,37913F-HRTimeline
Yukon Wealth Management, Inc.24,650$1.28M0.53%13F-HRTimeline
Sequent Planning LLC24,372$1.26M0.45%-26213F-HRTimeline
GROUP ONE TRADING LLC24,223$1.25M0.05%new13F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC24,142$1.25M1.27%+27613F-HRTimeline
Advisory Services Network, LLC23,557$1.22M0.02%+8,68313F-HRTimeline
Ironsides Asset Advisors, LLC23,546$1.22M0.36%+5,65613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC23,477$1.22M0.1%new13F-HRTimeline
Frontier Asset Management, LLC23,296$1.21M0.35%-52213F-HRTimeline
Newport Capital Group, LLC23,262$1.2M0.87%+47113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.22,932$1.19M0.07%+2,93413F-HR/ATimelineGroup
Reyes Financial Architecture, Inc.22,466$1.16M0.86%+1,41113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC22,411$1.16M0.01%+3,51613F-HR/ATimelineGroup
Arete Wealth Advisors, LLC22,372$1.16M0.09%+89313F-HRTimeline
Keystone Wealth Services, LLC22,247$1.15M0.31%+43813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC22,164$1.15M0.01%-4,81513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,856$1.13M0.03%-81713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV21,632$1.12M<0.01%-3,00413F-HRTimeline
Koshinski Asset Management, Inc.21,159$1.1M0.09%-47913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC20,725$1.07M<0.01%+1,56813F-HRTimelineGroup
MBA Advisors LLC20,620$1.07M0.53%-7,73613F-HRTimeline
BECKER CAPITAL MANAGEMENT INC20,494$1.06M0.03%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding20,413$1.05M+16,147Timeline
NOVARE CAPITAL MANAGEMENT LLC20,190$1.05M0.09%013F-HRTimeline
Procyon Advisors, LLC20,160$1.04M0.06%013F-HRTimeline
Fisher Asset Management, LLC20,156$1.04M<0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC20,116$1.04M0.02%+5,95813F-HRTimeline
Tempus Wealth Planning, LLC20,000$1.04M0.31%+10,00013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP19,900$1.03M<0.01%-234,90013F-HRTimelineGroup
Perigon Wealth Management, LLC19,882$1.03M0.03%+3,75613F-HRTimeline
Sterling Investment Advisors, Ltd.19,866$1.03M0.25%+13,59513F-HRTimeline
Western Wealth Management, LLC19,620$1.02M0.07%-20213F-HRTimeline
Gladstone Institutional Advisory LLC19,525$1.01M0.05%+6,01513F-HRTimeline
Qube Research & Technologies Ltd19,299$999K<0.01%+1,93413F-HRTimeline
LexAurum Advisors, LLC19,234$996K0.19%+6,95513F-HRTimeline
Strategic Financial Concepts, LLC18,832$975K0.18%-73613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC18,779$972K0.13%-4,14613F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC18,776$972K0.93%+1,58413F-HRTimeline
FNY Investment Advisers, LLC18,767$971K0.59%013F-HRTimeline
Valmark Advisers, Inc.18,750$971K0.01%-6,53513F-HRTimeline
SCOTIA CAPITAL INC.18,668$967K0.01%-7,82713F-HRTimeline
HB Wealth Management, LLC18,616$964K0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.18,419$954K0.07%+6,54513F-HRTimelineGroup
Cooper Financial Group18,391$952K0.13%+1,96513F-HRTimeline
Nautilus Advisors LLC18,231$944K0.78%-1,23713F-HRTimeline
M.E. ALLISON & CO., INC.17,232$943K0.93%+9,48213F-HRTimeline
Moors & Cabot, Inc.18,038$934K0.05%+8,18313F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC17,881$926K0.36%-63513F-HRTimeline
Millennium Capital Advisors, LLC17,842$924K0.68%+2,65413F-HRTimeline
Brown Miller Wealth Management, LLC17,795$921K0.32%+2,50613F-HRTimeline
Runnymede Capital Advisors, Inc.17,780$921K0.88%-24013F-HRTimeline
Integrated Advisors Network LLC17,735$918K0.05%+4,16913F-HRTimeline
RFG Advisory, LLC17,672$915K0.02%+47213F-HRTimeline
BCS Wealth Management17,623$913K0.23%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC17,606$912K0.01%+13,13513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC17,587$910K0.36%-8,49713F-HRTimeline
Cherry Tree Wealth Management, LLC17,548$909K0.22%+11,56313F-HRTimeline
Galvin, Gaustad & Stein, LLC17,500$906K0.08%+5,00013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,495$906K<0.01%+13,21413F-HRTimelineGroup
Etesian Wealth Advisors, Inc.17,305$896K0.39%+1,91113F-HRTimeline