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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

845 managers (853 13F filers) reported a position in JEPQ shares at 2025-09-30, 172,195,257 shares in all. 100 filers opened a position and 50 filers sold out during the quarter.

Managers
845
13F filers
853
New
100
Added
408
Reduced
245
Sold out
50
Shares held by filers
172,195,257

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Turn8 Private Wealth Inc.64,758$3.58M2.57%+8,25813F-HRTimeline
Wagner Wealth Management, LLC61,687$3.55M0.82%+1,24413F-HRTimeline
World Investment Advisors61,262$3.52M0.07%+46,22313F-HRTimeline
Perennial Investment Advisors, LLC60,806$3.5M0.29%+3,52113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …60,419$3.48M0.04%+2,41813F-HRTimelineGroup
CHOREO, LLC59,746$3.44M0.04%+49,77213F-HRTimeline
Sunpointe, LLC59,325$3.41M1.23%+2,79513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC58,616$3.37M0.01%+20,17513F-HRTimelineGroup
WESTBOURNE INVESTMENTS, INC.55,816$3.3M1.58%+10,88613F-HRTimeline
RETIREMENT GUYS FORMULA LLC56,924$3.27M1.15%+3,61513F-HRTimeline
JT Stratford LLC56,422$3.25M0.43%+3213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC56,069$3.23M0.47%+15,88613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…55,994$3.22M1.18%+1,39913F-HRTimelineGroup
Hexagon Capital Partners LLC55,375$3.19M0.64%+32,14013F-HRTimeline
Teamwork Financial Advisors, LLC54,486$3.13M0.34%-396,53813F-HRTimeline
Belpointe Asset Management LLC54,369$3.13M0.12%-44,23013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…53,434$3.07M0.11%+15,78513F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC53,414$3.07M1.14%-52313F-HRTimeline
San Luis Wealth Advisors LLC53,349$3.07M0.55%+3,11313F-HR/ATimeline
4WEALTH ADVISORS, INC.53,044$3.05M2.82%+5,18113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management52,037$2.99M0.1%-13,38713F-HRTimelineGroup
HBW ADVISORY SERVICES LLC51,764$2.98M0.34%-4,24413F-HRTimeline
Purus Wealth Management, LLC51,242$2.95M0.94%+6513F-HRTimeline
Summit Wealth Partners, LLC51,136$2.94M0.53%+1,95113F-HRTimeline
Sloy Dahl & Holst, LLC50,924$2.93M0.31%+1,00513F-HRTimeline
Verity Asset Management, Inc.50,378$2.9M0.95%+4,48813F-HRTimeline
FWG Holdings, LLC48,763$2.89M1.25%+8,39913F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…49,722$2.86M1.83%+52813F-HRTimelineGroup
Robertson Stephens Wealth Management, L…49,650$2.86M0.09%-1,00013F-HRTimeline
Ring Mountain Capital, LLC49,593$2.85M1.58%+77213F-HRTimeline
Global Assets Advisory, LLC49,166$2.83M0.84%+10,30613F-HRTimeline
TBH Global Asset Management, LLC48,955$2.82M0.55%new13F-HRTimeline
GC Wealth Management RIA, LLC48,394$2.78M0.09%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers47,213$2.72M<0.01%+31,14913F-HRTimelineGroup
PMG Family Office LLC47,078$2.71M3.03%13F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…46,933$2.7M0.85%+5,16513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…46,747$2.69M0.04%+34,49813F-HRTimelineGroup
Stillwater Wealth Management Group45,776$2.63M1.84%13F-HRTimeline
Concorde Financial Corp45,309$2.61M1.44%+99413F-HRTimeline
PLANNING DIRECTIONS INC45,283$2.6M1.36%+5,10113F-HRTimeline
GILL CAPITAL PARTNERS, LLC44,652$2.57M0.78%+3,61313F-HRTimeline
Koshinski Asset Management, Inc.44,608$2.57M0.17%+13,07013F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.44,536$2.56M1.87%+2,13813F-HRTimeline
Avidian Wealth Enterprises, LLC43,869$2.52M0.1%+4,03213F-HRTimeline
M.E. ALLISON & CO., INC.43,216$2.49M1.73%+3,04913F-HRTimeline
Goldstone Financial Group, LLC43,059$2.48M0.29%-3,27113F-HRTimeline
Fortress Financial Solutions, LLC43,047$2.48M2.7%+33,96813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV43,023$2.47M0.15%+44013F-HRTimeline
Generation Capital Management LLC42,843$2.46M1.78%+1,56913F-HRTimeline
American Trust42,838$2.46M0.21%+34613F-HRTimeline
PDS Planning, Inc42,790$2.46M0.17%+2,59313F-HRTimeline
TrueWealth Advisors, LLC42,676$2.45M0.66%+1,88613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…42,388$2.44M0.16%+46013F-HRTimelineGroup
Modus Advisors, LLC42,229$2.43M0.66%+3,67913F-HRTimeline
D'Orazio & Associates, Inc.42,148$2.42M0.32%013F-HRTimeline
Lifeworks Advisors, LLC42,096$2.42M0.32%+4,77913F-HRTimeline
Saxony Capital Management, LLC42,085$2.42M1.6%+6,38913F-HRTimeline
Clarity Wealth Advisors, LLC41,828$2.41M0.53%+2,91613F-HRTimeline
Marshall Financial Group, LLC41,599$2.39M0.47%-272,56613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC41,054$2.36M0.71%+9,01013F-HRTimeline
Hibernia Wealth Partners, LLC41,020$2.36M1.51%-17,23313F-HRTimeline
Richard W. Paul & Associates, LLC40,674$2.34M0.8%+83613F-HRTimeline
IHT Wealth Management, LLC40,509$2.33M0.06%+9,88213F-HRTimeline
Fiduciary Alliance LLC40,475$2.33M0.16%+1,26713F-HRTimeline
Anderson Financial Strategies, LLC39,985$2.3M1.36%+1,31913F-HRTimeline
Perissos Private Wealth Management, LLC39,971$2.3M1.67%+1,89713F-HRTimeline
IFP Advisors, Inc39,826$2.29M0.06%+5,73713F-HR/ATimeline
Ausdal Financial Partners, Inc.39,205$2.26M0.11%+20,46713F-HRTimeline
Aptus Capital Advisors, LLC39,096$2.25M0.02%+2,60413F-HRTimeline
Global Retirement Partners, LLC38,915$2.24M0.05%+89013F-HRTimeline
Whipplewood Advisors, LLC38,893$2.24M1.47%-90813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC38,719$2.23M0.08%+7,35613F-HRTimeline
Lifestyle Asset Management, Inc.38,388$2.21M0.75%-5,00013F-HRTimeline
Bridgewealth Advisory Group, LLC38,104$2.19M0.51%+3,37413F-HRTimeline
Foundations Investment Advisors, LLC37,686$2.17M0.03%+11,31413F-HRTimeline
Guided Capital Wealth Management, LLC37,680$2.17M1.86%-75,52713F-HRTimeline
Integras Partners LLC37,346$2.15M1.74%new13F-HRTimeline
Anchor Capital Management Group Inc37,000$2.13M1.08%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.36,863$2.12M0.09%+8,85213F-HRTimelineGroup
VestGen Advisors, LLC36,788$2.12M0.07%-1,60713F-HRTimeline
Institute for Wealth Management, LLC.36,483$2.1M0.22%+7,15513F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC36,415$2.09M0.96%-3,10613F-HRTimeline
Joseph P. Lucia & Associates, LLC36,166$2.08M0.78%+19213F-HRTimeline
Headlands Technologies LLC35,975$2.07M0.17%+30,13213F-HRTimeline
Valmark Advisers, Inc.35,788$2.06M0.03%+17,60113F-HRTimeline
Investor's Fiduciary Advisor Network, L…35,507$2.04M0.69%+1,68713F-HRTimeline
Resurgent Financial Advisors LLC35,475$2.04M1%-3813F-HRTimeline
Capital Investment Advisors, LLC35,095$2.02M0.03%+1,75413F-HRTimeline
MIdWestOne Financial Group, Inc.34,821$2M0.24%+3613F-HRTimeline
PFG Advisors34,640$1.99M0.08%+1,54413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC34,585$1.99M0.01%-313F-HRTimelineGroup
Herold Advisors, Inc.34,363$1.98M0.46%+1,08613F-HRTimeline
OLD MISSION CAPITAL LLC34,113$1.96M0.07%new13F-HRTimeline
J.Safra Asset Management Corp34,087$1.96M0.12%+17,01713F-HRTimeline
PING CAPITAL MANAGEMENT, INC.34,000$1.96M1.18%+12,30013F-HRTimeline
Quantinno Capital Management LP33,982$1.95M0.01%-2,78813F-HRTimeline
Security National Bank33,616$1.93M0.3%+1,17413F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY33,576$1.93M1.44%+22,89313F-HRTimeline
Invst, LLC33,555$1.93M0.22%+24,67813F-HRTimeline
Clearstead Advisors, LLC33,492$1.93M0.03%-10613F-HRTimeline
Ergawealth Advisors, Inc.33,452$1.92M0.9%-58,07813F-HRTimeline
Caprock Group, LLC34,134$1.9M0.05%13F-HRTimeline
Colonial River Investments, LLC32,692$1.88M0.69%-1,75913F-HRTimeline
AE Wealth Management LLC32,475$1.87M0.01%+6,70913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC32,054$1.84M0.13%-6,05013F-HRTimeline
Sulzberger Capital Advisors, Inc.31,510$1.81M2.02%+98213F-HRTimeline
RFG Advisory, LLC31,120$1.79M0.04%-55413F-HRTimeline
BlackDiamond Wealth Management, LLC30,938$1.78M0.97%+10,79013F-HRTimeline
Confluence Wealth Services, Inc.30,742$1.77M0.09%-43613F-HRTimeline
Advisory Services Network, LLC30,740$1.77M0.03%-3,87313F-HRTimeline
CHAPIN DAVIS, INC.30,409$1.75M0.43%+18313F-HRTimeline
Sunbelt Securities, Inc.30,316$1.74M0.12%+4,09213F-HRTimeline
Haverford Trust Co30,172$1.74M0.02%+1,71813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\30,130$1.73M<0.01%+4,18713F-HRTimelineGroup
SCOTIA CAPITAL INC.29,245$1.68M0.01%+3,29913F-HRTimeline
ORBA Wealth Advisors, L.L.C.28,993$1.67M1.37%-1,94913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC28,829$1.66M0.11%+44313F-HRTimeline
NCP Inc.28,790$1.66M1.23%+2,03513F-HRTimeline
IFG Advisory, LLC28,693$1.65M0.08%-1,04913F-HRTimeline
Coppell Advisory Solutions LLC28,356$1.63M0.17%+4,20013F-HRTimeline
Integrated Advisors Network LLC28,282$1.63M0.07%+3,48113F-HRTimeline
LexAurum Advisors, LLC28,280$1.63M0.23%+1,85613F-HRTimeline
Evolution Wealth Advisors, LLC28,039$1.61M0.22%+9913F-HRTimeline
CORA CAPITAL ADVISORS LLC28,023$1.61M0.69%-1,31913F-HRTimeline
CPC Advisors, LLC28,017$1.61M0.17%-18413F-HRTimeline
Continuum Advisory, LLC27,902$1.6M0.17%-2,48913F-HRTimeline
LRI Investments, LLC27,900$1.6M0.13%013F-HRTimeline
MCDONALD PARTNERS LLC27,850$1.6M0.48%-1,34713F-HRTimeline
Kovack Advisors, Inc.27,796$1.6M0.15%+1,24013F-HRTimeline
Moors & Cabot, Inc.27,631$1.59M0.07%+7,76913F-HRTimeline
Smallwood Wealth Investment Management,…27,616$1.59M0.82%+8,74413F-HRTimeline
Sequent Planning LLC27,502$1.58M0.45%new13F-HRTimeline
Marks Wealth, LLC27,313$1.57M0.49%-8,89113F-HRTimeline
Simplicity Wealth,LLC27,109$1.56M0.09%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding25,772$1.51M+748Timeline
Safeguard Investment Advisory Group, LLC26,175$1.51M0.37%-1,33413F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC26,138$1.5M0.84%-6,81213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp26,118$1.5M<0.01%+11,71813F-HRTimelineGroup
SYNOVUS FINANCIAL CORP25,595$1.47M0.02%+15,76713F-HRTimeline
BEACON FINANCIAL PLANNING, INC25,231$1.45M0.75%+61013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC25,248$1.45M0.57%+9,14813F-HR/ATimelineGroup
Caerus Investment Advisors, LLC24,846$1.43M0.59%+1,39213F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC24,765$1.42M1.22%+50113F-HRTimeline
HB Wealth Management, LLC24,735$1.42M0.01%+2,03013F-HRTimeline
Delta Investment Management, LLC24,701$1.42M0.25%-78,10113F-HRTimeline
SteelPeak Wealth, LLC24,342$1.4M0.05%-17,28613F-HRTimeline
Brown Miller Wealth Management, LLC24,241$1.39M0.4%+5,59413F-HRTimeline
WEALTH EFFECTS LLC24,164$1.39M0.45%-6,52313F-HRTimeline
Etesian Wealth Advisors, Inc.23,979$1.38M0.46%-18513F-HRTimeline
HBK Sorce Advisory LLC23,713$1.36M0.03%+3,43513F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV23,397$1.35M<0.01%+2,03513F-HRTimeline
Frontier Asset Management, LLC23,034$1.32M0.33%+2,06013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC22,898$1.32M0.09%+7,81113F-HRTimeline
Steele Capital Management, Inc.22,763$1.31M0.06%+90013F-HRTimeline
Newport Capital Group, LLC22,688$1.31M0.82%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,585$1.3M<0.01%new13F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.22,348$1.28M0.82%-7,18013F-HRTimeline
MBA Advisors LLC21,666$1.25M0.53%+71313F-HRTimeline
Western Wealth Management, LLC21,638$1.24M0.07%+5,28413F-HRTimeline
Sterling Investment Advisors, Ltd.21,601$1.24M0.24%-1,39313F-HRTimeline
Investment Planning Advisors, Inc.21,578$1.24M0.39%-3,83113F-HRTimeline
Pure Financial Advisors, LLC21,536$1.24M0.02%-3,77413F-HRTimeline
Tempus Wealth Planning, LLC21,510$1.24M0.28%+94713F-HRTimeline
Merit Financial Group, LLC21,368$1.23M0.01%-84213F-HR/ATimeline
Concord Wealth Partnersgroup of 2 filers holding21,202$1.22M-20,460Timeline
Focused Wealth Management, Inc21,057$1.21M0.13%+1,63913F-HRTimeline
PKS Advisory Services, LLC21,016$1.21M0.25%+12,37713F-HRTimeline
Jaffetilchin Investment Partners, LLC21,011$1.21M0.07%+1,83313F-HRTimeline
Melia Wealth LLC20,967$1.21M0.53%+7,86613F-HRTimeline
Tactive Advisors, LLC20,669$1.19M0.34%+1,36913F-HRTimeline
Yukon Wealth Management, Inc.20,427$1.17M0.39%-57613F-HRTimeline
Procyon Advisors, LLC20,423$1.17M0.07%-12413F-HRTimeline
AFT, FORSYTH & COMPANY, INC.20,294$1.17M0.56%+3,95813F-HRTimeline
BEAM WEALTH ADVISORS, INC.19,906$1.14M0.31%+38213F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC19,869$1.14M0.6%-445,90613F-HRTimeline
Cresset Asset Management, LLC19,846$1.14M0.01%-10,59313F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp19,800$1.14M0.02%+4,16213F-HRTimelineGroup
Innovative Advisory Group, LLC19,448$1.12M0.73%+2,41813F-HRTimeline
Intrua Financial, LLC19,379$1.11M0.13%-35113F-HRTimeline
Millennium Capital Advisors, LLC19,344$1.11M0.67%+1,13113F-HRTimeline
Cooper Financial Group19,013$1.09M0.12%+14113F-HRTimeline
Slagle Financial, LLC18,992$1.09M0.4%+48313F-HRTimeline
Round Rock Advisors LLC18,945$1.09M0.17%+84513F-HRTimeline
Parallel Advisors, LLC18,783$1.08M0.02%+19313F-HRTimeline
FNY Investment Advisers, LLC18,767$1.08M0.35%-9,60013F-HRTimeline
Clear Creek Financial Management, LLC18,730$1.08M0.09%+5,26613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…18,640$1.07M0.13%+10,96313F-HRTimeline
Snowden Capital Advisors LLC18,558$1.07M0.03%+53613F-HRTimeline
NCM Capital Management, LLC18,460$1.06M0.41%-83913F-HRTimeline
Strategic Financial Concepts, LLC18,419$1.06M0.15%+1,03913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC18,318$1.05M0.01%-3,89313F-HR/ATimelineGroup
Wealth Management Partners, LLC18,308$1.05M0.33%+3,46813F-HRTimeline
Midwest Trust Co18,128$1.04M0.01%-1,09013F-HRTimeline
Cherry Tree Wealth Management, LLC18,068$1.04M0.23%+28413F-HRTimeline
NOVEM GROUP17,898$1.03M0.12%+1,05913F-HRTimeline
Asset Allocation Strategies LLC17,809$1.02M0.2%-1813F-HRTimeline
Comprehensive Financial Planning, Inc./…17,605$1.01M0.69%+56413F-HRTimeline
Redwood Financial Network Corp17,603$1.01M0.64%+2,76313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.17,439$1M0.06%-1,42513F-HRTimelineGroup
NewEdge Wealth, LLC17,045$998K0.01%-80213F-HRTimeline