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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

960 managers (970 13F filers) reported a position in JEPQ shares at 2026-03-31, 186,921,233 shares in all. 94 filers opened a position and 65 filers sold out during the quarter.

Managers
960
13F filers
970
New
94
Added
494
Reduced
263
Sold out
65
Shares held by filers
186,921,233

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Trajan Wealth LLC75,094$4.17M0.17%+3,28213F-HRTimeline
Sigma Planning Corp74,559$4.14M0.12%+5,96813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC74,105$4.11M0.13%-14,84213F-HRTimeline
PFG Investments, LLC72,892$4.05M0.19%-1,60013F-HRTimeline
WCG Wealth Advisors LLC72,109$4M0.11%+1,83613F-HRTimeline
Sunpointe, LLC72,079$4M1.31%+1,85313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED72,078$4M0.29%-13,12913F-HRTimeline
Palacios Wealth Management, LLC67,374$3.99M2.5%+5,80813F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC69,836$3.88M0.14%new13F-HRTimelineGroup
SeaCrest Wealth Management, LLC69,635$3.87M0.41%+2,41913F-HRTimeline
RPg Family Wealth Advisory, LLC69,033$3.83M0.8%-10513F-HRTimeline
CHOREO, LLC68,173$3.78M0.05%-4613F-HRTimeline
Lighthouse Financial LLC67,953$3.77M2.28%-88,55813F-HRTimeline
SlateStone Wealth, LLC67,880$3.77M0.31%-51513F-HRTimeline
Belpointe Asset Management LLC67,683$3.76M0.14%-3,73113F-HRTimeline
RETIREMENT GUYS FORMULA LLC67,671$3.76M1.73%+4,17213F-HRTimeline
Saxony Capital Management, LLC67,191$3.73M2.16%+2,78413F-HRTimeline
Verity Asset Management, Inc.66,967$3.72M1.56%+7,80413F-HRTimeline
Turn8 Private Wealth Inc.66,438$3.69M2.31%+1,58913F-HRTimeline
Empire Financial Management Company, LLC65,345$3.63M0.82%-3,22613F-HRTimeline
S&A Financial Services, Inc.64,641$3.59M2.47%13F-HRTimeline
Tradition Wealth Management, LLC64,619$3.59M0.26%-4,64413F-HRTimeline
HBW ADVISORY SERVICES LLC63,899$3.55M0.37%+3,10113F-HRTimeline
Wagner Wealth Management, LLC63,821$3.54M0.72%+1,07113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC63,163$3.51M1.27%-1,45113F-HR/ATimelineGroup
Princeton Global Asset Management LLC62,185$3.45M0.56%-5,98713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…62,111$3.45M0.11%+5,23313F-HRTimelineGroup
RFG Advisory, LLC61,653$3.42M0.06%+26,31313F-HRTimeline
WESTBOURNE INVESTMENTS, INC.60,695$3.37M1.6%+2,38613F-HRTimeline
SMITH, MOORE & CO.60,054$3.33M0.24%+3,26113F-HRTimeline
Investment Partners Asset Management, I…60,009$3.33M2.06%+5,68513F-HRTimeline
Mayfair Advisory Group, LLC59,619$3.31M1.16%-3,24013F-HRTimeline
BLAIR WILLIAM & CO/IL59,567$3.31M0.01%-14,41513F-HRTimeline
Aptus Capital Advisors, LLC58,722$3.26M0.03%+6,01213F-HRTimeline
Fortress Financial Solutions, LLC58,572$3.25M3.4%+5,90113F-HRTimeline
Ausdal Financial Partners, Inc.58,249$3.23M0.14%+6,58813F-HRTimeline
Avidian Wealth Enterprises, LLC57,698$3.2M0.1%+8,24113F-HRTimeline
WMS Group LLC57,626$3.2M4.65%-2,93013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC56,837$3.16M0.1%+15,49713F-HRTimeline
IFP Advisors, Inc55,788$3.1M0.06%+11,39613F-HRTimeline
M.E. ALLISON & CO., INC.55,248$3.08M2.04%+9,74713F-HRTimeline
Summit Wealth Partners, LLC55,155$3.06M0.48%+2,84513F-HRTimeline
WNY Asset Management, LLC54,846$3.05M0.31%13F-HRTimeline
Kovack Advisors, Inc.54,533$3.03M0.16%-7913F-HRTimeline
Rooted Wealth Advisors, Inc.51,457$3.02M0.8%-17,29213F-HRTimeline
JT Stratford LLC53,887$2.99M0.38%-75713F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…53,515$2.97M1.83%+43113F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp52,870$2.94M0.06%+7,49013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC52,694$2.93M0.87%+10,24213F-HRTimeline
Sloy Dahl & Holst, LLC52,534$2.92M0.4%+1,40513F-HRTimeline
Midwest Trust Co52,483$2.91M0.04%+34,00513F-HRTimeline
Ring Mountain Capital, LLC51,525$2.86M1.56%+1,98213F-HRTimeline
4WEALTH ADVISORS, INC.53,095$2.85M2.44%-20513F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC51,421$2.85M0.91%-1,61113F-HRTimeline
Purus Wealth Management, LLC51,304$2.85M0.91%-18513F-HRTimeline
TBH Global Asset Management, LLC51,274$2.85M0.57%new13F-HRTimeline
Perissos Private Wealth Management, LLC50,856$2.82M2.45%+4,04513F-HRTimeline
Western Wealth Management, LLC50,427$2.8M0.11%+27,46613F-HR/ATimeline
M Holdings Securities, Inc.47,942$2.77M0.19%+10813F-HRTimeline
PMG Family Office LLC49,758$2.76M3.08%+2,67513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV49,586$2.75M0.14%-68413F-HRTimeline
Clarity Wealth Advisors, LLC49,523$2.75M0.57%+6,98513F-HRTimeline
Stillwater Wealth Management Group49,206$2.73M1.69%+5,00513F-HRTimeline
PLANNING DIRECTIONS INC49,190$2.73M1.38%+3,72313F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…48,762$2.71M0.86%-46313F-HRTimeline
TrustBankin group TrustBank48,141$2.67M1.04%+14,36213F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.47,536$2.64M0.66%+27,42413F-HRTimeline
Oxinas Partners, LLC47,456$2.63M1.2%+3,29013F-HRTimeline
Visionary Wealth Advisors47,433$2.63M0.12%-28,47813F-HRTimeline
Valmark Advisers, Inc.46,259$2.57M0.03%+6,74913F-HRTimeline
Foundations Investment Advisors, LLC46,208$2.57M0.03%+4,43113F-HRTimeline
Concorde Financial Corp46,020$2.55M2.01%+70913F-HRTimeline
Generation Capital Management LLC45,816$2.54M1.86%-34913F-HRTimeline
Goldstone Financial Group, LLC45,778$2.54M0.28%-30913F-HRTimeline
Whipplewood Advisors, LLC45,295$2.51M1.31%-67313F-HRTimeline
BEACON FINANCIAL PLANNING, INC44,777$2.49M0.96%+18,90313F-HRTimeline
Financial Partners Group, Inc44,766$2.49M0.3%-7,64413F-HRTimeline
Crescent Grove Advisors, LLC44,439$2.47M0.24%new13F-HRTimeline
PDS Planning, Inc44,248$2.46M0.16%+75113F-HRTimeline
Koshinski Asset Management, Inc.44,108$2.45M0.15%+5,11413F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.43,883$2.44M1.83%-2,97313F-HRTimeline
GILL CAPITAL PARTNERS, LLC43,674$2.42M0.7%+3,10513F-HRTimeline
TrueWealth Advisors, LLC43,559$2.42M0.61%-91213F-HRTimeline
Herold Advisors, Inc.43,533$2.42M0.53%+1,66513F-HRTimeline
D'Orazio & Associates, Inc.43,364$2.41M0.31%+15613F-HRTimeline
Advisory Services Network, LLC43,100$2.39M0.03%+9,38613F-HRTimeline
American Trust42,751$2.37M0.21%-24413F-HRTimeline
Fiduciary Alliance LLC40,412$2.36M0.14%-9813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…42,452$2.36M0.09%-1,02613F-HRTimelineGroup
Sulzberger Capital Advisors, Inc.42,448$2.36M2.41%+79113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC42,396$2.35M0.5%+6,69513F-HRTimeline
J.Safra Asset Management Corp41,814$2.32M0.13%+1,75113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …41,703$2.32M0.03%-8,73413F-HRTimelineGroup
Lifestyle Asset Management, Inc.40,709$2.26M0.74%+2,88413F-HRTimeline
Investors Portfolio Services LLC39,832$2.21M2.05%-1,76113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC39,740$2.21M0.16%+86313F-HRTimeline
Slagle Financial, LLC39,374$2.19M0.72%+9,33513F-HRTimeline
Smallwood Wealth Investment Management,…39,170$2.17M1.15%+3,93213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC38,961$2.16M0.15%+7,93913F-HRTimeline
Security National Bank38,451$2.13M0.31%+34513F-HRTimeline
HERBST GROUP, LLC38,343$2.13M1.31%-25,61513F-HRTimeline
Quantinno Capital Management LP38,282$2.13M<0.01%-2,26913F-HRTimeline
Modus Advisors, LLC37,959$2.11M0.58%-1,80513F-HRTimeline
Invst, LLC37,366$2.07M0.23%+2,59513F-HRTimeline
Clearstead Advisors, LLC37,230$2.07M0.02%+1,92013F-HRTimeline
Integras Partners LLC37,150$2.06M1.35%+8113F-HRTimeline
Triumph Capital Management37,136$2.06M0.42%+20,09813F-HRTimeline
Strategic Financial Concepts, LLC37,124$2.06M0.51%new13F-HRTimeline
Anchor Capital Management Group Inc37,000$2.05M1.43%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…36,230$2.01M0.62%+1,38913F-HRTimeline
Golden State Wealth Management, LLC36,142$2.01M0.22%+11,64513F-HRTimeline
Marshall Financial Group, LLC35,958$2M0.32%-2,02413F-HRTimeline
Joseph P. Lucia & Associates, LLC35,762$1.99M0.71%+1,66013F-HRTimeline
Capital Investment Advisors, LLC35,739$1.98M0.03%+1,11413F-HR/ATimeline
Colonial River Investments, LLC35,609$1.98M0.71%+2,05413F-HRTimeline
Significant Wealth Partners LLC35,425$1.97M2.42%+25,05213F-HRTimeline
Confluence Wealth Services, Inc.34,937$1.94M0.08%+2,93513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\34,432$1.91M<0.01%+3,95213F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding32,317$1.91M+4,214Timeline
Resurgent Financial Advisors LLC34,320$1.91M0.69%-31513F-HRTimeline
VestGen Advisors, LLC31,328$1.87M0.05%-2,05913F-HRTimeline
Clear Creek Financial Management, LLC33,528$1.86M0.14%+5,45813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,434$1.86M0.01%-1,28013F-HRTimelineGroup
Caprock Group, LLC33,322$1.85M0.04%+2013F-HRTimeline
San Luis Wealth Advisors LLC33,053$1.84M0.3%+2,02813F-HRTimeline
Navis Wealth Advisors, LLC32,880$1.83M0.93%-10,56813F-HRTimeline
Decker Wealth Management LLC32,778$1.82M0.41%+1,16213F-HRTimeline
CPWA, LLC30,349$1.81M2.17%13F-HRTimeline
Headlands Technologies LLC32,603$1.81M0.21%-40,49813F-HRTimeline
FWG Holdings, LLC32,221$1.8M0.68%-27,79113F-HRTimeline
CHAPIN DAVIS, INC.32,119$1.78M0.4%+1,19013F-HRTimeline
Financial Guidance Group, Inc.31,704$1.76M0.71%+4,03313F-HRTimeline
MCDONALD PARTNERS LLC31,606$1.75M0.41%-2,35313F-HRTimeline
WEALTH EFFECTS LLC31,506$1.75M0.62%-2,08713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC31,046$1.72M0.04%-18313F-HRTimelineGroup
Snowden Capital Advisors LLC30,796$1.71M0.05%-2,76513F-HRTimeline
LexAurum Advisors, LLC30,690$1.7M0.22%13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …30,661$1.7M0.01%+4,72613F-HRTimelineGroup
Vise Technologies, Inc.29,108$1.69M0.03%013F-HRTimeline
Sowell Financial Services LLC30,185$1.68M0.06%+4,94113F-HRTimeline
Haverford Trust Co30,172$1.68M0.02%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC29,674$1.65M0.82%-7,01713F-HRTimeline
Evolution Wealth Advisors, LLC29,660$1.65M0.17%+1,52013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV29,626$1.64M<0.01%-11,29713F-HRTimeline
Advisory Advocates, LLC29,478$1.64M1.67%013F-HRTimeline
Putney Financial Group LLC29,326$1.63M1.64%+12,84613F-HRTimeline
EP Wealth Advisors, LLC29,241$1.62M0.01%-5,21913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC29,055$1.61M0.13%-1,08813F-HRTimeline
Investment Advisory Services Group LLC28,534$1.58M1.38%-2,00413F-HRTimeline
Moors & Cabot, Inc.28,397$1.58M0.07%+1,42513F-HRTimeline
LRI Investments, LLC27,900$1.55M0.14%013F-HRTimeline
Continuum Advisory, LLC27,409$1.52M0.15%+29313F-HRTimeline
Melia Wealth LLC26,980$1.5M0.72%+1,77913F-HRTimeline
Frontier Asset Management, LLC26,980$1.5M0.31%+2,11113F-HRTimeline
Marks Wealth, LLC26,772$1.49M0.39%-2,37213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC26,723$1.48M0.33%-72,74813F-HRTimeline
Delta Investment Management, LLC26,713$1.48M0.27%+49013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS26,520$1.47M0.06%+14,73913F-HRTimelineGroup
Brown Miller Wealth Management, LLC26,392$1.47M0.42%+1,41013F-HRTimeline
Meridian Financial Partners LLC26,151$1.46M0.56%+14,07313F-HRTimeline
Coordinated Financial Services, Inc.25,931$1.44M0.83%+6,55313F-HRTimeline
Tempus Wealth Planning, LLC25,600$1.42M0.33%new13F-HRTimeline
Pasadena Private Wealth, LLC25,549$1.42M0.2%+8,80013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…25,530$1.42M0.17%+5,37913F-HRTimeline
Paradigm, Strategies in Wealth Manageme…25,526$1.42M0.96%+9,31513F-HRTimeline
Etesian Wealth Advisors, Inc.25,484$1.41M0.45%+1,59613F-HRTimeline
CPC Advisors, LLC25,283$1.4M0.23%-2,91213F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC24,850$1.38M1.12%-3513F-HRTimeline
MBA Advisors LLC24,681$1.37M0.53%+39113F-HRTimeline
HB Wealth Management, LLC24,570$1.36M0.01%-18413F-HRTimeline
HRT FINANCIAL LP24,278$1.35M<0.01%new13F-HRTimeline
Bluespring Wealth Management, LLC24,203$1.34M0.12%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.24,034$1.33M0.63%+1,46513F-HRTimeline
Boreal Capital Management LLC24,032$1.33M1.15%-12,14813F-HRTimeline
Keystone Wealth Services, LLC23,932$1.33M0.28%+10,46413F-HRTimeline
BlackDiamond Wealth Management, LLC23,739$1.32M0.64%+2,20213F-HRTimeline
Steele Capital Management, Inc.23,663$1.31M0.05%+90013F-HRTimeline
CVA Family Office, LLC23,646$1.31M0.14%+5,74113F-HRTimeline
Integrated Advisors Network LLC23,475$1.3M0.07%-7,56413F-HRTimeline
FMR LLCin group FMR LLC23,222$1.29M<0.01%+15,57313F-HRTimelineGroup
SECURED RETIREMENT ADVISORS, LLC23,181$1.29M0.73%-99413F-HRTimeline
Thompson David Blair23,129$1.28M0.74%+9,72613F-HRTimeline
Cresset Asset Management, LLC23,037$1.28M0.01%+1,91513F-HRTimeline
PKS Advisory Services, LLC23,033$1.28M0.3%+1,04613F-HRTimeline
Focused Wealth Management, Inc22,915$1.27M0.13%+14813F-HRTimeline
Jaffetilchin Investment Partners, LLC22,731$1.26M0.08%+1,92713F-HRTimeline
Teucrium Investment Advisors, LLC22,770$1.25M0.97%-2,65413F-HRTimeline
Newport Capital Group, LLC22,501$1.25M0.76%-71513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…22,388$1.24M<0.01%+7,38813F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,330$1.24M<0.01%-8,89213F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC22,290$1.24M<0.01%+1,17413F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners22,087$1.23M0.16%+61513F-HRTimelineGroup
Teamwork Financial Advisors, LLC21,959$1.22M0.14%-3,39913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP21,799$1.21M0.1%+17,45513F-HRTimelineGroup
Bull Harbor Capital LLC21,717$1.21M0.32%13F-HRTimeline
Pure Financial Advisors, LLC21,550$1.2M0.02%+14113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,400$1.19M<0.01%-161,56313F-HRTimelineGroup
Procyon Advisors, LLC21,385$1.19M0.06%+49813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,261$1.18M<0.01%+2,01513F-HRTimelineGroup
Nautilus Advisors LLC21,208$1.18M0.81%+5,33013F-HRTimeline