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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

798 managers (807 13F filers) reported a position in JEPQ shares at 2025-06-30, 168,674,570 shares in all. 92 filers opened a position and 68 filers sold out during the quarter.

Managers
798
13F filers
807
New
92
Added
420
Reduced
211
Sold out
68
Shares held by filers
168,674,570

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Kingstone Capital Partners Texas, LLC63,695$3.46M2.26%-22,46813F-HR/ATimeline
PFG Investments, LLC62,322$3.39M0.2%+35,63213F-HRTimeline
Onyx Bridge Wealth Group LLC62,277$3.39M0.45%+5,47313F-HRTimeline
HERBST GROUP, LLC62,191$3.38M2.03%+2,49513F-HRTimeline
DAVENPORT & Co LLC60,924$3.31M0.02%-5,71613F-HRTimeline
Wagner Wealth Management, LLC60,443$3.29M0.75%+11,64613F-HRTimeline
SMITH, MOORE & CO.58,857$3.2M0.27%-3,81113F-HRTimeline
Hibernia Wealth Partners, LLC58,253$3.17M1.16%+41,88913F-HRTimeline
Maia Wealth LLC58,188$3.17M0.6%+4,66013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …58,001$3.16M0.04%-1,96413F-HRTimelineGroup
Perennial Investment Advisors, LLC57,285$3.12M0.3%+3,44313F-HRTimeline
Tyler-Stone Wealth Management56,925$3.1M0.5%-5,58513F-HRTimeline
Sunpointe, LLC56,530$3.08M1.22%+14,88013F-HRTimeline
Turn8 Private Wealth Inc.56,500$3.07M2.22%013F-HRTimeline
JT Stratford LLC56,390$3.07M0.46%+2,58213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…56,182$3.06M0.25%+11,22913F-HRTimeline
HBW ADVISORY SERVICES LLC56,008$3.05M0.38%-3,06513F-HRTimeline
Crescent Grove Advisors, LLC55,052$2.99M0.29%+14,58513F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…54,595$2.97M1.26%+3,46113F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC53,937$2.93M1.24%+4,60213F-HRTimeline
RETIREMENT GUYS FORMULA LLC53,309$2.9M1.1%+7,90413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP52,613$2.86M0.19%-5,88413F-HRTimeline
M Holdings Securities, Inc.51,902$2.82M0.48%+22,39413F-HRTimeline
Purus Wealth Management, LLC51,177$2.78M0.97%+12313F-HR/ATimeline
INTEGRITY ALLIANCE, LLC.50,802$2.76M0.15%-18,31513F-HRTimeline
Robertson Stephens Wealth Management, L…50,650$2.76M0.1%-10,28713F-HRTimeline
San Luis Wealth Advisors LLC50,236$2.73M0.59%+3,04713F-HRTimeline
Sloy Dahl & Holst, LLC49,919$2.72M0.38%+3,73013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…49,194$2.68M1.95%-6,09113F-HRTimelineGroup
Summit Wealth Partners, LLC49,185$2.68M0.51%+8,69313F-HRTimeline
Ring Mountain Capital, LLC48,821$2.67M1.63%+7,79413F-HRTimeline
4WEALTH ADVISORS, INC.47,863$2.6M2.71%+40013F-HRTimeline
Sowell Financial Services LLC47,785$2.6M0.11%+3,75013F-HRTimeline
Goldstone Financial Group, LLC46,330$2.51M0.33%+1,46013F-HRTimeline
Verity Asset Management, Inc.45,890$2.5M1.19%+17,50413F-HRTimeline
WESTBOURNE INVESTMENTS, INC.44,930$2.44M1.3%+3,17013F-HRTimeline
ZEGA Investments, LLC44,351$2.41M0.61%+93713F-HRTimeline
Concorde Financial Corp44,315$2.41M1.43%-64913F-HRTimeline
Moloney Securities Asset Management, LLC44,056$2.4M0.3%new13F-HRTimeline
Lifestyle Asset Management, Inc.43,388$2.36M1.1%-16,92713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV42,583$2.32M0.16%-7313F-HRTimeline
American Trust42,492$2.31M0.22%+30,71513F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.42,398$2.31M1.78%-38413F-HRTimeline
D'Orazio & Associates, Inc.42,148$2.29M0.32%+4513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…41,928$2.28M0.12%-47,99513F-HRTimelineGroup
INVESTMENT ADVISORY SERVICES INC /TX /A…41,768$2.27M0.76%+62113F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding41,662$2.27M+15,466Timeline
SteelPeak Wealth, LLC41,628$2.26M0.09%+1,20513F-HRTimeline
Generation Capital Management LLC41,274$2.25M1.78%+31,02913F-HRTimeline
GILL CAPITAL PARTNERS, LLC41,039$2.23M0.72%+6,98413F-HRTimeline
TrueWealth Advisors, LLC40,790$2.22M0.66%+2,32213F-HRTimeline
FWG Holdings, LLC40,364$2.21M1.04%-116,36513F-HRTimeline
PDS Planning, Inc40,197$2.19M0.16%+79213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC40,183$2.19M0.35%+8,73813F-HRTimeline
PLANNING DIRECTIONS INC40,182$2.19M1.23%+76113F-HRTimeline
M.E. ALLISON & CO., INC.40,167$2.19M1.76%+22,93513F-HRTimeline
Richard W. Paul & Associates, LLC39,838$2.17M0.78%+2,44213F-HRTimeline
Avidian Wealth Enterprises, LLC39,837$2.17M0.09%+10,45013F-HRTimeline
Whipplewood Advisors, LLC39,801$2.17M1.19%+36,92813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC39,521$2.15M1.05%-6513F-HRTimeline
Fiduciary Alliance LLC39,208$2.13M0.16%+6,86213F-HRTimeline
Chung Wu Investment Group, LLC38,986$2.12M2.21%-2,16013F-HRTimeline
Clarity Wealth Advisors, LLC38,912$2.12M0.52%+3,72713F-HRTimeline
Paladin Advisory Group, LLC38,852$2.11M1.61%-5,74613F-HRTimeline
Anderson Financial Strategies, LLC38,666$2.1M1.34%+21613F-HRTimeline
Modus Advisors, LLC38,550$2.1M0.62%+1,24813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC38,441$2.09M<0.01%+20,94613F-HRTimelineGroup
Global Assets Advisory, LLC38,860$2.09M0.82%-55,02713F-HRTimeline
VestGen Advisors, LLC38,395$2.09M0.08%-3,24413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC38,104$2.07M0.16%-6,00513F-HRTimeline
Perissos Private Wealth Management, LLC38,074$2.07M1.64%+3,09513F-HRTimeline
Global Retirement Partners, LLC38,025$2.07M0.05%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…37,649$2.05M0.08%+23,25513F-HRTimelineGroup
Lifeworks Advisors, LLC37,317$2.03M0.3%+29,10913F-HRTimeline
Anchor Capital Management Group Inc37,000$2.01M0.94%013F-HRTimeline
Quantinno Capital Management LP36,770$2M0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC36,492$1.99M0.02%-1,18813F-HRTimeline
Marks Wealth, LLC36,204$1.97M0.64%+11,23813F-HRTimeline
Joseph P. Lucia & Associates, LLC35,974$1.96M0.8%-1,14813F-HRTimeline
Saxony Capital Management, LLC35,696$1.94M1.49%+4,00513F-HRTimeline
EP Wealth Advisors, LLC35,665$1.94M0.01%+1,49313F-HRTimeline
Resurgent Financial Advisors LLC35,513$1.93M1.06%+7,42613F-HRTimeline
Advisory Services Network, LLC34,613$1.91M0.03%+11,05613F-HRTimeline
MIdWestOne Financial Group, Inc.34,785$1.89M0.25%+2,94513F-HRTimeline
Bridgewealth Advisory Group, LLC34,730$1.89M0.48%+27,33313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC34,588$1.88M0.01%+6,66913F-HRTimelineGroup
CW Advisors, LLC34,441$1.87M0.02%+2,90213F-HRTimeline
Colonial River Investments, LLC34,451$1.87M0.81%+6,79713F-HRTimeline
IFP Advisors, Inc34,089$1.85M0.05%+7,10313F-HRTimeline
Investor's Fiduciary Advisor Network, L…33,820$1.84M0.68%+6,30313F-HRTimeline
Clearstead Advisors, LLC33,598$1.83M0.03%+20,79313F-HRTimeline
Capital Investment Advisors, LLC33,341$1.81M0.03%-1,78913F-HR/ATimeline
Herold Advisors, Inc.33,277$1.81M0.38%+4,97513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC33,256$1.81M0.4%+3,94013F-HRTimeline
PFG Advisors33,096$1.8M0.08%-21,56113F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC32,950$1.79M1.07%-73013F-HRTimeline
Security National Bank32,442$1.76M0.31%+3,99213F-HRTimeline
NWAM LLC31,966$1.76M0.1%-7,30713F-HR/ATimeline
Smartleaf Asset Management LLC32,385$1.76M0.15%-8,17313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC32,044$1.74M0.56%+62613F-HRTimeline
Paradigm, Strategies in Wealth Manageme…31,816$1.73M1.13%+5,47013F-HRTimeline
RFG Advisory, LLC31,674$1.72M0.04%+14,00213F-HRTimeline
Koshinski Asset Management, Inc.31,538$1.72M0.13%+10,37913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC31,363$1.71M0.06%+3,62413F-HRTimeline
Confluence Wealth Services, Inc.31,178$1.7M0.09%+1,56013F-HRTimeline
Oxinas Partners, LLC31,125$1.69M0.87%-1313F-HRTimeline
ORBA Wealth Advisors, L.L.C.30,942$1.68M1.53%-26,45713F-HRTimeline
Empire Financial Management Company, LLC30,885$1.68M0.48%013F-HRTimeline
WEALTH EFFECTS LLC30,687$1.67M0.62%-64713F-HRTimeline
IHT Wealth Management, LLC30,627$1.67M0.05%+4,90213F-HRTimeline
Sulzberger Capital Advisors, Inc.30,528$1.66M1.94%-9,62113F-HRTimeline
Cresset Asset Management, LLC30,439$1.66M0.01%-17,81113F-HR/ATimeline
Continuum Advisory, LLC30,391$1.65M0.2%-67113F-HRTimeline
CHAPIN DAVIS, INC.30,226$1.64M0.45%+5,50013F-HRTimeline
IFG Advisory, LLC29,742$1.62M0.08%+18013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.29,528$1.6M1.09%-2,64413F-HRTimeline
CORA CAPITAL ADVISORS LLC29,342$1.6M0.71%+2,18013F-HRTimeline
Institute for Wealth Management, LLC.29,328$1.6M0.18%+18,82613F-HRTimeline
MCDONALD PARTNERS LLC29,197$1.59M0.38%+24813F-HRTimeline
Haverford Trust Co28,454$1.55M0.01%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC28,386$1.54M0.11%+4,90913F-HRTimeline
FNY Investment Advisers, LLC28,367$1.54M0.66%+9,60013F-HRTimeline
CPC Advisors, LLC28,201$1.53M0.19%+34213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.28,011$1.52M0.07%+5,07913F-HRTimelineGroup
Evolution Wealth Advisors, LLC27,940$1.52M0.22%-14,86913F-HRTimeline
LRI Investments, LLC27,900$1.52M0.13%+3,00013F-HRTimeline
FAS Wealth Partners, Inc.27,885$1.52M0.11%new13F-HRTimeline
Safeguard Investment Advisory Group, LLC27,509$1.5M0.37%+20,14513F-HRTimeline
Sunbelt Securities, Inc.26,224$1.48M0.13%-6,07013F-HRTimeline
NCP Inc.26,755$1.46M1.37%-93313F-HRTimeline
Kovack Advisors, Inc.26,556$1.44M0.14%+10,08313F-HRTimeline
LexAurum Advisors, LLC26,424$1.44M0.23%+7,19013F-HRTimeline
Foundations Investment Advisors, LLC26,372$1.43M0.02%+6,25613F-HRTimeline
SCOTIA CAPITAL INC.25,946$1.41M0.01%+7,27813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\25,943$1.41M<0.01%-2,53913F-HRTimelineGroup
AE Wealth Management LLC25,766$1.4M0.01%-26,93113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding25,024$1.39M+4,611Timeline
Investment Planning Advisors, Inc.25,409$1.38M0.49%-8,87313F-HRTimeline
Pure Financial Advisors, LLC25,310$1.38M0.02%+14,48513F-HRTimeline
Integrated Advisors Network LLC24,801$1.35M0.06%+7,06613F-HRTimeline
BEACON FINANCIAL PLANNING, INC24,621$1.34M0.75%-79313F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC24,264$1.32M1.25%+12213F-HRTimeline
Etesian Wealth Advisors, Inc.24,164$1.31M0.49%+6,85913F-HRTimeline
Coppell Advisory Solutions LLC24,156$1.31M0.16%new13F-HR/ATimeline
Caerus Investment Advisors, LLC23,454$1.28M1.22%-26,38313F-HRTimeline
Hexagon Capital Partners LLC23,235$1.26M0.28%+8,72213F-HRTimeline
Sterling Investment Advisors, Ltd.22,994$1.25M0.27%+3,12813F-HRTimeline
HB Wealth Management, LLC22,705$1.24M0.01%+4,08913F-HRTimeline
Newport Capital Group, LLC22,688$1.23M0.84%-57413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC22,211$1.21M0.01%-20013F-HR/ATimelineGroup
Merit Financial Group, LLC22,210$1.21M0.01%-7,76013F-HRTimeline
Steele Capital Management, Inc.21,863$1.19M0.06%-3,82513F-HRTimeline
PING CAPITAL MANAGEMENT, INC.21,700$1.18M0.67%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV21,362$1.16M<0.01%-27013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,279$1.16M<0.01%+14,10513F-HRTimelineGroup
Yukon Wealth Management, Inc.21,003$1.14M0.41%-3,64713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC20,996$1.14M0.34%+3,11513F-HRTimeline
Frontier Asset Management, LLC20,974$1.14M0.31%-2,32213F-HRTimeline
MBA Advisors LLC20,953$1.14M0.53%+33313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC20,762$1.13M<0.01%+3713F-HRTimelineGroup
Tempus Wealth Planning, LLC20,563$1.12M0.28%+56313F-HRTimeline
Procyon Advisors, LLC20,547$1.12M0.11%+38713F-HRTimeline
BECKER CAPITAL MANAGEMENT INC20,494$1.11M0.03%013F-HRTimeline
HBK Sorce Advisory LLC20,278$1.1M0.03%+5,09113F-HRTimeline
BlackDiamond Wealth Management, LLC20,148$1.08M0.63%new13F-HRTimeline
Moors & Cabot, Inc.19,862$1.08M0.05%+1,82413F-HRTimeline
Intrua Financial, LLC19,730$1.07M0.15%-21,10613F-HRTimeline
BEAM WEALTH ADVISORS, INC.19,524$1.06M0.32%+3,06213F-HRTimeline
Focused Wealth Management, Inc19,418$1.06M0.13%+7,18213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC19,348$1.05M0.13%+56913F-HRTimeline
NCM Capital Management, LLC19,299$1.05M0.43%+3,24713F-HRTimeline
Tactive Advisors, LLC19,300$1.05M0.34%13F-HRTimeline
Midwest Trust Co19,218$1.05M0.01%13F-HRTimeline
Jaffetilchin Investment Partners, LLC19,178$1.04M0.07%+4,16513F-HRTimeline
Smallwood Wealth Investment Management,…18,872$1.03M0.59%+5,35813F-HRTimeline
Cooper Financial Group18,872$1.03M0.12%+48113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.18,864$1.03M0.07%+44513F-HRTimelineGroup
Ausdal Financial Partners, Inc.18,738$1.02M0.07%+1,77913F-HRTimeline
Brown Miller Wealth Management, LLC18,647$1.01M0.32%+85213F-HRTimeline
Parallel Advisors, LLC18,590$1.01M0.02%+2,04013F-HRTimeline
Slagle Financial, LLC18,509$1.01M0.41%new13F-HRTimeline
Owen LaRue, LLC18,449$1M0.43%-14,30513F-HRTimeline
Millennium Capital Advisors, LLC18,213$991K0.66%+37113F-HRTimeline
Valmark Advisers, Inc.18,187$989K0.01%-56313F-HRTimeline
Round Rock Advisors LLC18,100$985K0.17%+1,61713F-HRTimeline
NewEdge Wealth, LLC17,847$981K0.02%-16,02913F-HRTimeline
Snowden Capital Advisors LLC18,022$980K0.03%-6,76313F-HRTimeline
Frederick Financial Consultants, LLC17,919$975K0.61%+1,51513F-HRTimeline
Asset Allocation Strategies LLC17,827$970K0.21%+88113F-HRTimeline
Cherry Tree Wealth Management, LLC17,784$967K0.22%+23613F-HRTimeline
Coordinated Financial Services, Inc.17,617$958K0.66%13F-HRTimeline
Strategic Financial Concepts, LLC17,380$945K0.13%-1,45213F-HRTimeline
Advance Capital Management, Inc.17,142$933K0.04%+3,24713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT17,118$931K0.01%new13F-HRTimeline
Abel Hall, LLC17,100$930K0.43%new13F-HRTimeline
CVA Family Office, LLC17,096$930K0.13%+61413F-HRTimeline
J.Safra Asset Management Corp17,070$929K0.06%new13F-HR/ATimeline
Comprehensive Financial Planning, Inc./…17,041$927K0.73%+1,07113F-HRTimeline
Innovative Advisory Group, LLC17,030$926K0.79%+3,92013F-HRTimeline
Nautilus Advisors LLC16,897$919K0.67%-1,33413F-HRTimeline