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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

931 managers (941 13F filers) reported a position in JEPQ shares at 2025-12-31, 174,704,370 shares in all. 90 filers opened a position and 57 filers sold out during the quarter.

Managers
931
13F filers
941
New
90
Added
459
Reduced
226
Sold out
57
Shares held by filers
174,704,370

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
KFG WEALTH MANAGEMENT, LLC68,945$4.01M0.54%+12,87613F-HRTimeline
Sigma Planning Corp68,591$3.99M0.11%+61513F-HRTimeline
Empire Financial Management Company, LLC68,571$3.99M0.87%-11,24913F-HRTimeline
SlateStone Wealth, LLC68,395$3.98M0.33%-42213F-HRTimeline
Rooted Wealth Advisors, Inc.68,749$3.97M1.12%new13F-HRTimeline
Princeton Global Asset Management LLC68,172$3.96M0.64%+28613F-HRTimeline
SeaCrest Wealth Management, LLC67,216$3.96M0.4%+1,99913F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY67,403$3.96M2.7%+33,82713F-HRTimeline
Kingstone Capital Partners Texas, LLC66,562$3.87M2.26%+38713F-HRTimeline
GC Wealth Management RIA, LLC65,446$3.8M0.14%+17,05213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC64,614$3.79M1.27%+1,01413F-HRTimelineGroup
Saxony Capital Management, LLC64,407$3.74M2.29%+22,32213F-HRTimeline
HERBST GROUP, LLC63,958$3.72M2.19%-58013F-HRTimeline
RETIREMENT GUYS FORMULA LLC63,499$3.69M1.68%+6,57513F-HRTimeline
Mayfair Advisory Group, LLC62,859$3.65M1.42%-54513F-HRTimeline
Wagner Wealth Management, LLC62,750$3.65M0.78%+1,06313F-HRTimeline
Turn8 Private Wealth Inc.64,849$3.62M2.59%+9113F-HRTimeline
Palacios Wealth Management, LLC61,566$3.58M2.74%-15,62613F-HRTimeline
FWG Holdings, LLC60,012$3.57M1.35%+11,24913F-HR/ATimeline
AssuredPartners Investment Advisors, LLC61,037$3.55M0.53%+49,81013F-HRTimeline
WEDBUSH SECURITIES INC60,887$3.54M0.1%-8,28213F-HRTimeline
HBW ADVISORY SERVICES LLC60,798$3.53M0.38%+9,03413F-HRTimeline
WMS Group LLC60,556$3.52M4.48%13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…59,690$3.5M0.05%+12,94313F-HRTimelineGroup
Verity Asset Management, Inc.59,163$3.44M1.48%+8,78513F-HRTimeline
WESTBOURNE INVESTMENTS, INC.58,309$3.39M1.58%+2,49313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…56,878$3.31M0.11%+3,44413F-HRTimelineGroup
SMITH, MOORE & CO.56,793$3.3M0.25%-7,45313F-HRTimeline
JT Stratford LLC54,644$3.18M0.41%-1,77813F-HRTimeline
Kovack Advisors, Inc.54,612$3.17M0.15%+26,81613F-HR/ATimeline
Investment Partners Asset Management, I…54,324$3.16M1.97%new13F-HRTimeline
Gateway Wealth Partners, LLC54,254$3.15M0.35%+41,10213F-HRTimeline
Financial Partners Group, Inc52,410$3.11M0.36%-206,78513F-HRTimeline
4WEALTH ADVISORS, INC.53,300$3.1M2.68%+25613F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…53,084$3.09M1.87%+3,36213F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC53,032$3.08M1.1%-38213F-HRTimeline
Aptus Capital Advisors, LLC52,710$3.07M0.03%+13,61413F-HRTimeline
Fortress Financial Solutions, LLC52,671$3.06M3.13%+9,62413F-HRTimeline
Summit Wealth Partners, LLC52,310$3.04M0.56%+1,17413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp52,308$3.04M<0.01%+26,19013F-HRTimelineGroup
Ausdal Financial Partners, Inc.51,661$3M0.14%+12,45613F-HRTimeline
Purus Wealth Management, LLC51,489$2.99M0.93%+24713F-HRTimeline
PVG ASSET MANAGEMENT CORP51,472$2.99M6.36%+46,96413F-HRTimeline
Sloy Dahl & Holst, LLC51,129$2.97M0.36%+20513F-HRTimeline
Global Assets Advisory, LLC51,128$2.97M0.85%+1,96213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …50,437$2.93M0.04%-9,98213F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV50,270$2.92M0.15%+7,24713F-HRTimeline
Ring Mountain Capital, LLC49,543$2.92M1.5%-5013F-HRTimeline
Avidian Wealth Enterprises, LLC49,457$2.87M0.1%+5,58813F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…49,225$2.86M0.89%+2,29213F-HRTimeline
M Holdings Securities, Inc.47,834$2.78M0.2%new13F-HRTimeline
PMG Family Office LLC47,083$2.76M3.19%+513F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.46,856$2.72M2.01%+2,32013F-HRTimeline
Perissos Private Wealth Management, LLC46,811$2.72M2.35%+6,84013F-HRTimeline
Generation Capital Management LLC46,165$2.68M1.74%+3,32213F-HRTimeline
Goldstone Financial Group, LLC46,087$2.68M0.3%+3,02813F-HRTimeline
Whipplewood Advisors, LLC45,968$2.67M1.72%+7,07513F-HRTimeline
Concorde Financial Corp45,311$2.66M2.06%+213F-HRTimeline
M.E. ALLISON & CO., INC.45,501$2.64M1.8%+2,28513F-HRTimeline
PLANNING DIRECTIONS INC45,467$2.64M1.33%+18413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp45,380$2.64M0.05%+25,58013F-HRTimelineGroup
IHT Wealth Management, LLC45,178$2.63M0.06%+4,66913F-HRTimeline
TrueWealth Advisors, LLC44,471$2.58M0.67%+1,79513F-HRTimeline
IFP Advisors, Inc44,392$2.58M0.06%+4,56613F-HRTimeline
Global Retirement Partners, LLC44,323$2.58M0.05%+5,40813F-HRTimeline
Stillwater Wealth Management Group44,201$2.57M1.74%-1,57513F-HRTimeline
Oxinas Partners, LLC44,166$2.57M1.24%+35,25013F-HRTimeline
PDS Planning, Inc43,497$2.53M0.17%+70713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…43,478$2.53M0.09%+1,09013F-HRTimelineGroup
Navis Wealth Advisors, LLC43,448$2.53M1.07%+38,28013F-HRTimeline
D'Orazio & Associates, Inc.43,208$2.51M0.32%+1,06013F-HRTimeline
American Trust42,995$2.5M0.21%+15713F-HRTimeline
Clarity Wealth Advisors, LLC42,538$2.47M0.5%+71013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC42,452$2.47M0.72%+1,39813F-HRTimeline
Lifeworks Advisors, LLC42,096$2.45M0.32%013F-HRTimeline
Herold Advisors, Inc.41,868$2.43M0.54%+7,50513F-HRTimeline
Investors Portfolio Services LLC41,593$2.43M2.19%13F-HRTimeline
Foundations Investment Advisors, LLC41,777$2.43M0.03%+4,09113F-HRTimeline
Sulzberger Capital Advisors, Inc.41,657$2.42M2.45%+10,14713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC41,340$2.4M0.08%+2,62113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV40,923$2.38M<0.01%+17,52613F-HRTimeline
GILL CAPITAL PARTNERS, LLC40,569$2.36M0.71%-4,08313F-HRTimeline
Quantinno Capital Management LP40,551$2.36M<0.01%+6,56913F-HRTimeline
Fiduciary Alliance LLC40,510$2.35M0.15%+3513F-HRTimeline
J.Safra Asset Management Corp40,063$2.33M0.12%+5,97613F-HRTimeline
Modus Advisors, LLC39,764$2.31M0.61%-2,46513F-HRTimeline
Valmark Advisers, Inc.39,510$2.3M0.03%+3,72213F-HRTimeline
Koshinski Asset Management, Inc.38,994$2.27M0.15%-5,61413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC38,877$2.26M0.16%+10,04813F-HRTimeline
Security National Bank38,106$2.21M0.32%+4,49013F-HRTimeline
Marshall Financial Group, LLC37,982$2.21M0.43%-3,61713F-HRTimeline
Lifestyle Asset Management, Inc.37,825$2.2M0.72%-56313F-HRTimeline
Institute for Wealth Management, LLC.37,617$2.19M0.23%+1,13413F-HRTimeline
Integras Partners LLC37,069$2.15M1.74%-27713F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC36,691$2.13M0.69%+27613F-HRTimeline
Anchor Capital Management Group Inc37,000$2.13M1.08%013F-HRTimeline
Boreal Capital Management LLC36,180$2.11M1.59%+25,25213F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC35,701$2.1M0.41%+20,50613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.35,534$2.09M0.09%-1,32913F-HRTimelineGroup
RFG Advisory, LLC35,340$2.05M0.04%+4,22013F-HRTimeline
Clearstead Advisors, LLC35,310$2.05M0.03%+1,81813F-HRTimeline
Smallwood Wealth Investment Management,…35,238$2.05M1.07%+7,62213F-HRTimeline
MIdWestOne Financial Group, Inc.35,161$2.04M0.23%+34013F-HRTimeline
Investor's Fiduciary Advisor Network, L…34,841$2.02M0.43%-66613F-HRTimeline
Invst, LLC34,771$2.02M0.22%+1,21613F-HRTimeline
Resurgent Financial Advisors LLC34,635$2.01M1.01%-84013F-HRTimeline
Capital Investment Advisors, LLC34,625$2.01M0.03%-47013F-HRTimeline
EP Wealth Advisors, LLC34,460$2M0.01%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC34,714$2M0.01%+12913F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC34,102$1.98M0.71%-2,06413F-HRTimeline
MCDONALD PARTNERS LLC33,959$1.97M0.62%+6,10913F-HRTimeline
Snowden Capital Advisors LLC33,561$1.97M0.05%+15,00313F-HRTimeline
TrustBankin group TrustBank33,779$1.96M0.82%13F-HRTimelineGroup
Advisory Services Network, LLC33,714$1.96M0.03%+2,97413F-HRTimeline
Caprock Group, LLC33,302$1.95M0.04%-83213F-HRTimeline
WEALTH EFFECTS LLC33,593$1.95M0.61%+9,42913F-HRTimeline
Colonial River Investments, LLC33,555$1.95M0.7%+86313F-HRTimeline
VestGen Advisors, LLC33,387$1.94M0.08%-3,40113F-HRTimeline
WealthPlan Investment Management, LLC32,777$1.91M0.12%+28,94813F-HRTimeline
NCP Inc.32,164$1.87M1.51%+3,37413F-HRTimeline
Confluence Wealth Services, Inc.32,002$1.86M0.08%+1,26013F-HRTimeline
Decker Wealth Management LLC31,616$1.84M0.4%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC31,229$1.82M0.04%+20,63613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC31,222$1.81M<0.01%+17,13613F-HRTimelineGroup
Coppell Advisory Solutions LLC30,533$1.8M0.18%+2,17713F-HRTimeline
Integrated Advisors Network LLC31,039$1.8M0.08%+2,75713F-HRTimeline
San Luis Wealth Advisors LLC31,025$1.8M0.3%-22,32413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC31,022$1.8M0.13%+8,12413F-HRTimeline
IFG Advisory, LLC30,950$1.8M0.08%+2,25713F-HRTimeline
CHAPIN DAVIS, INC.30,929$1.8M0.42%+52013F-HRTimeline
QP WEALTH MANAGEMENT, LLC30,667$1.78M1.57%13F-HRTimeline
Investment Advisory Services Group LLC30,538$1.77M1.58%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\30,480$1.77M<0.01%+35013F-HRTimelineGroup
OPAL CAPITAL LLC33,755$1.76M0.44%13F-HRTimeline
Haverford Trust Co30,172$1.75M0.02%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC30,143$1.75M0.14%-1,91113F-HRTimeline
Slagle Financial, LLC30,039$1.75M0.61%+11,04713F-HRTimeline
Anderson Financial Strategies, LLC29,815$1.73M1.01%-10,17013F-HRTimeline
SCOTIA CAPITAL INC.29,654$1.72M0.01%+40913F-HRTimeline
Advisory Advocates, LLC29,478$1.71M1.7%13F-HRTimeline
Marks Wealth, LLC29,144$1.69M0.57%+1,83113F-HRTimeline
Vise Technologies, Inc.29,108$1.69M0.03%+12,54813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding28,103$1.66M+2,331Timeline
HBK Sorce Advisory LLC28,449$1.65M0.04%+4,73613F-HRTimeline
CPC Advisors, LLC28,195$1.64M0.17%+17813F-HRTimeline
Evolution Wealth Advisors, LLC28,140$1.64M0.16%+10113F-HRTimeline
Clear Creek Financial Management, LLC28,070$1.63M0.13%+9,34013F-HRTimeline
LRI Investments, LLC27,900$1.62M0.13%013F-HRTimeline
Financial Guidance Group, Inc.27,671$1.61M0.66%+17,84613F-HRTimeline
Continuum Advisory, LLC27,116$1.58M0.16%-78613F-HRTimeline
Moors & Cabot, Inc.26,972$1.57M0.07%-65913F-HRTimeline
CORA CAPITAL ADVISORS LLC26,956$1.57M0.61%-1,06713F-HRTimeline
Delta Investment Management, LLC26,223$1.52M0.26%+1,52213F-HRTimeline
ORBA Wealth Advisors, L.L.C.26,058$1.51M1.31%-2,93513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …25,935$1.51M0.01%13F-HR/ATimelineGroup
BEACON FINANCIAL PLANNING, INC25,874$1.5M0.73%+64313F-HRTimeline
JSF Financial, LLC25,711$1.49M0.31%+12,29513F-HRTimeline
Teucrium Investment Advisors, LLC25,424$1.48M1.62%13F-HRTimeline
Teamwork Financial Advisors, LLC25,358$1.47M0.16%-29,12813F-HRTimeline
Sowell Financial Services LLC25,244$1.47M0.05%-39,35413F-HRTimeline
Melia Wealth LLC25,201$1.46M0.68%+4,23413F-HRTimeline
Brown Miller Wealth Management, LLC24,982$1.45M0.4%+74113F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC24,885$1.45M1.15%+12013F-HRTimeline
Frontier Asset Management, LLC24,869$1.45M0.34%+1,83513F-HRTimeline
HB Wealth Management, LLC24,754$1.44M0.01%+1913F-HRTimeline
Golden State Wealth Management, LLC24,497$1.42M0.15%+10,82613F-HRTimeline
Bluespring Wealth Management, LLC24,203$1.42M0.12%new13F-HRTimeline
MBA Advisors LLC24,290$1.41M0.57%+2,62413F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC24,175$1.41M0.78%-1,96313F-HRTimeline
Etesian Wealth Advisors, Inc.23,888$1.39M0.44%-9113F-HRTimeline
Newport Capital Group, LLC23,216$1.35M0.82%+52813F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS23,174$1.35M<0.01%+9,23513F-HRTimeline
PFG Advisors23,021$1.34M0.06%-11,61913F-HRTimeline
Steele Capital Management, Inc.22,763$1.34M0.06%013F-HRTimeline
Western Wealth Management, LLC22,961$1.33M0.06%+1,32313F-HRTimeline
Focused Wealth Management, Inc22,767$1.32M0.14%+1,71013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.22,569$1.31M0.57%+2,27513F-HRTimeline
Cogent Private Wealth, Inc.22,211$1.29M0.98%13F-HRTimeline
PKS Advisory Services, LLC21,987$1.28M0.29%+97113F-HRTimeline
BlackDiamond Wealth Management, LLC21,537$1.26M0.61%-9,40113F-HRTimeline
Sterling Investment Advisors, Ltd.21,609$1.26M0.23%+813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners21,472$1.25M0.16%+27013F-HRTimelineGroup
Pure Financial Advisors, LLC21,409$1.24M0.02%-12713F-HRTimeline
Innovative Advisory Group, LLC21,374$1.24M0.81%+1,92613F-HRTimeline
Cresset Asset Management, LLC21,122$1.24M0.01%+1,27613F-HRTimeline
Finivi Inc.21,157$1.23M0.71%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC21,116$1.23M<0.01%+7,89113F-HRTimelineGroup
Intrua Financial, LLC20,980$1.22M0.13%+1,60113F-HRTimeline
Procyon Advisors, LLC20,887$1.21M0.06%+46413F-HRTimeline
Jaffetilchin Investment Partners, LLC20,804$1.21M0.07%-20713F-HRTimeline
Bauman Advisory Group, LLC20,781$1.21M0.97%13F-HRTimeline
Parallel Advisors, LLC20,571$1.2M0.02%+1,78813F-HRTimeline
Tactive Advisors, LLC20,337$1.18M0.35%-33213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…20,151$1.17M0.14%+1,51113F-HRTimeline
BEAM WEALTH ADVISORS, INC.20,112$1.17M0.32%+20613F-HRTimeline
Gotham Asset Management, LLC20,074$1.17M<0.01%+7,18613F-HRTimeline
OLD MISSION CAPITAL LLC20,065$1.17M0.05%-14,04813F-HRTimeline
Yukon Wealth Management, Inc.20,076$1.16M0.67%-35113F-HRTimeline
Merit Financial Group, LLC19,758$1.15M0.01%-1,61013F-HRTimeline
Millennium Capital Advisors, LLC19,411$1.13M0.67%+6713F-HRTimeline