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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

1,018 managers (1,031 13F filers) reported a position in JEPQ shares at 2026-06-30, 198,527,872 shares in all. 119 filers opened a position and 52 filers sold out during the quarter.

Managers
1,018
13F filers
1,031
New
119
Added
538
Reduced
263
Sold out
52
Shares held by filers
198,527,872

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Palogic Value Management, L.P.24,000$1.48M0.52%+4,60013F-HR/ATimeline
Essex Financial Services, Inc.group of 2 filers holding23,988$1.47M+5,492Timeline
WEST MICHIGAN ADVISORS, LLC23,986$1.47M0.28%-2,73713F-HR/ATimeline
BELLEVUE ASSET MANAGEMENT, LLC23,898$1.47M0.68%-5,77613F-HRTimeline
Ruggiero Investments, Inc.23,648$1.45M1.23%+4,81113F-HRTimeline
Sterling Investment Advisors, Ltd.23,001$1.41M0.24%+2,04513F-HRTimeline
ORBA Wealth Advisors, L.L.C.22,614$1.39M1.19%+2,18013F-HRTimeline
Teamwork Financial Advisors, LLC22,470$1.38M0.13%+51113F-HRTimeline
Helium Advisors LLC22,436$1.38M1.15%+1,57313F-HRTimeline
Emissary Wealth LLC22,280$1.37M1.04%+5,21913F-HRTimeline
Procyon Advisors, LLC22,239$1.37M0.06%+85413F-HRTimeline
Steele Capital Management, Inc.22,163$1.36M0.05%-1,50013F-HRTimeline
Keystone Wealth Services, LLC22,103$1.36M0.25%-1,82913F-HRTimeline
Lewis Asset Management, LLC22,083$1.36M0.48%+4,00213F-HRTimeline
Marks Wealth, LLC21,671$1.33M0.29%-5,10113F-HRTimeline
PRIVATE TRUST CO NA21,506$1.32M0.11%+5,53813F-HRTimeline
Integrated Advisors Network LLC21,431$1.32M0.06%-2,04413F-HRTimeline
PING CAPITAL MANAGEMENT, INC.21,400$1.32M0.43%new13F-HRTimeline
Thompson David Blair21,333$1.31M0.66%-1,79613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners21,281$1.31M0.15%-80613F-HRTimelineGroup
Global Wealth Management Investment Adv…21,238$1.31M0.19%+71113F-HRTimeline
Xcel Wealth Management, LLC21,201$1.3M0.31%+1,36913F-HRTimeline
PFG Advisors21,156$1.3M0.07%+1,77713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC21,053$1.29M<0.01%+6,39713F-HRTimelineGroup
Pure Financial Advisors, LLC21,031$1.29M0.02%-51913F-HRTimeline
Intrua Financial, LLC20,911$1.29M0.12%-4713F-HRTimeline
DB&C Advisors, LLC20,888$1.28M1.39%+2,84313F-HRTimeline
WEALTHSPAN PARTNERS, LLC20,754$1.28M0.4%+2,67513F-HRTimeline
CPC Advisors, LLC20,666$1.27M0.17%-4,61713F-HRTimeline
QP WEALTH MANAGEMENT, LLC20,645$1.27M1.81%-45013F-HRTimeline
HANCOCK WHITNEY CORP20,317$1.25M0.02%+4,80313F-HRTimeline
Newport Capital Group, LLC20,197$1.24M0.7%-2,30413F-HRTimeline
Tactive Advisors, LLC20,080$1.23M0.3%+20613F-HRTimeline
Fourth Dimension Wealth, LLC19,657$1.21M0.38%+5,80713F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC19,546$1.2M0.62%-3,63513F-HRTimeline
JSF Financial, LLC19,473$1.2M0.19%+5,92313F-HRTimeline
Aurora Private Wealth, Inc.19,345$1.19M0.75%+6,03613F-HRTimeline
NCM Capital Management, LLC19,139$1.18M0.36%-12413F-HRTimeline
Teucrium Investment Advisors, LLC19,296$1.18M1.05%-3,47413F-HRTimeline
Focus Financial Network, Inc.19,044$1.17M0.04%+10,22313F-HRTimeline
PlanVest Financial, Inc18,954$1.16M0.78%+20813F-HRTimeline
Finivi Inc.18,905$1.16M0.6%-1,47213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/18,898$1.16M<0.01%-2,36313F-HRTimelineGroup
FMR LLCin group FMR LLC18,789$1.15M<0.01%-4,43313F-HRTimelineGroup
FNY Investment Advisers, LLC18,767$1.15M0.42%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp18,696$1.15M0.1%+2,83313F-HRTimelineGroup
Dynasty Wealth Management, LLC18,651$1.15M0.01%+4,25813F-HRTimeline
Plan Group Financial, LLC18,365$1.13M0.23%+5,33313F-HRTimeline
Strong Retirement Solutions LLC18,356$1.13M0.68%+1,91613F-HRTimeline
NOVEM GROUP18,171$1.12M0.11%+33413F-HRTimeline
Millennium Capital Advisors, LLC18,166$1.12M0.61%-1,32013F-HRTimeline
Abbot Financial Management, Inc.18,123$1.11M0.41%+10913F-HRTimeline
Pacific Sun Financial Corp18,044$1.11M0.46%+12,54113F-HRTimeline
Vestmark Advisory Solutions, Inc.18,040$1.11M0.01%-60013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC18,040$1.11M0.02%-60013F-HRTimeline
Foster Victor Wealth Advisors, LLC18,375$1.11M0.06%+53813F-HRTimeline
YARGER WEALTH STRATEGIES, LLC18,233$1.1M0.4%+4,64113F-HRTimeline
Capstone Financial Advisors, Inc.17,935$1.1M0.05%+4,78313F-HRTimeline
Round Rock Advisors LLC17,915$1.1M0.14%-27013F-HRTimeline
Legacy Private Trust Co.17,910$1.1M0.06%+34013F-HRTimeline
Wealth Watch Advisors, INC17,850$1.1M0.36%+6,38613F-HRTimeline
TigerOak Management, L.L.C.17,846$1.1M0.31%+3,11313F-HRTimeline
Cherry Tree Wealth Management, LLC17,780$1.09M0.21%+1,57513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC17,775$1.09M0.52%+3,70013F-HRTimeline
Total Clarity Wealth Management, Inc.17,769$1.09M0.21%+3,45713F-HRTimeline
OneDigital Investment Advisors LLC17,645$1.08M0.01%+3,19013F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT17,588$1.08M0.44%+1,21513F-HRTimeline
OPTIMA CAPITAL LLC17,580$1.08M0.43%+2,15213F-HRTimeline
BEACON FINANCIAL GROUP17,534$1.08M0.1%+9,72913F-HRTimeline
Redwood Financial Network Corp17,496$1.08M0.6%-2913F-HRTimeline
Parallel Advisors, LLC17,471$1.07M0.02%+2,95213F-HRTimeline
Latitude Advisors, LLC17,381$1.07M0.43%+64013F-HRTimeline
Cooper Financial Group17,338$1.07M0.09%-62613F-HRTimeline
Consilium Wealth Advisory, LLC17,196$1.06M0.31%+24613F-HRTimeline
Grant Private Wealth Management Inc17,108$1.05M0.44%+3,48113F-HRTimeline
Abel Hall, LLC17,100$1.05M0.18%013F-HRTimeline
Base Wealth Management LLC17,059$1.05M0.49%+2,13113F-HRTimeline
GC Wealth Management RIA, LLC17,055$1.05M0.06%013F-HRTimeline
Mayflower Financial Advisors, LLC17,032$1.05M0.09%+6,65713F-HRTimeline
Elmwood Wealth Management, Inc.16,724$1.03M0.26%new13F-HRTimeline
Great Diamond Partners, LLC16,721$1.03M0.18%+20213F-HRTimeline
Merit Financial Group, LLC16,625$1.02M0.01%-1,68313F-HR/ATimeline
Everest Financial Group LLC16,392$1.01M0.14%new13F-HRTimeline
Tepp RIA, LLC16,355$1.01M0.68%+2,16813F-HRTimeline
Bluespring Wealth Management, LLC16,337$1M0.02%-7,86613F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC16,294$1M0.74%+25013F-HRTimeline
OLD MISSION CAPITAL LLC16,238$998K0.03%+2,17613F-HRTimeline
Orgel Wealth Management, LLC16,113$990K0.02%+6,11913F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA16,252$986K0.03%-1,34213F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…15,845$974K0.52%-1,44713F-HRTimeline
BlackDiamond Wealth Management, LLC16,260$970K0.39%-7,47913F-HRTimeline
Asset Allocation Strategies LLC15,680$964K0.15%+90213F-HRTimeline
Stonebridge Financial Group, LLC15,663$963K0.07%-33213F-HRTimeline
Crewe Advisors LLC15,662$963K0.07%+3,62513F-HRTimeline
MADDEN SECURITIES Corp15,634$961K0.27%-99,98113F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV15,585$958K0.24%+1,91513F-HRTimeline
Key Client Fiduciary Advisors, LLC15,528$954K0.28%+20713F-HRTimeline
Perigon Wealth Management, LLC15,471$951K0.02%+1,43613F-HRTimeline
SteelPeak Wealth, LLC15,454$950K0.02%-413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd15,422$948K0.01%new13F-HRTimelineGroup
Chung Wu Investment Group, LLC15,415$947K0.62%+50013F-HRTimeline
HBK Sorce Advisory LLC15,954$947K0.02%-21113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,403$947K0.04%+36513F-HRTimelineGroup
Jacobi Capital Management LLC15,328$942K0.05%+44313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC15,274$939K0.16%-1,51513F-HRTimeline
Advance Capital Management, Inc.15,078$927K0.03%-49513F-HRTimeline
Corps Capital Advisors, LLC15,062$926K0.75%013F-HRTimeline
Taylor Securities Services, Inc.15,062$926K0.38%+10,22113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC14,970$920K0.06%+1,83513F-HRTimeline
Worth Financial Advisory Group, LLC14,844$912K0.38%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,821$907K<0.01%+1,02413F-HRTimelineGroup
Fermata Advisors, LLC14,546$894K0.18%-13313F-HRTimeline
WESBANCO BANK INC14,534$893K0.02%+52013F-HRTimeline
PATRON PARTNERS, LLC14,494$891K0.34%+3,13513F-HRTimeline
Thayer Partners, LLC / MA14,484$890K0.37%new13F-HRTimeline
Clay Northam Wealth Management, LLC14,405$885K0.44%013F-HRTimeline
Bell Bank14,347$882K0.03%-98813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT14,276$877K0.01%-9413F-HRTimeline
Autumn Glory Partners, LLC14,215$874K0.25%013F-HRTimeline
Owen LaRue, LLC14,132$869K0.3%+3713F-HRTimeline
Innovative Advisory Group, LLC14,105$867K0.66%-3,70613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC14,039$863K0.05%+76813F-HRTimeline
Signature Equity Partners, LLC14,037$863K0.4%+3,21013F-HRTimeline
Strategic Advisors LLC13,972$859K0.19%+23513F-HRTimeline
Westend Capital Management, LLC13,894$854K0.2%+5,02413F-HRTimeline
HighPoint Advisor Group LLC13,861$852K0.03%+1,17813F-HRTimeline
Diligent Investors, LLC13,848$851K0.19%+3,73913F-HRTimeline
Atria Investments, Inc13,667$840K0.01%+1,14613F-HRTimeline
TWO SIGMA SECURITIES, LLC13,631$838K0.07%-2,11613F-HRTimeline
Fullerton Advisors, LLC13,504$830K0.78%+1,03313F-HRTimeline
CAP Partners, LLC13,461$827K0.4%+30013F-HRTimeline
Southland Equity Partners LLC13,355$821K0.14%+3,12113F-HRTimeline
Investment Planning Advisors, Inc.13,320$819K0.19%+41813F-HRTimeline
Asset One Wealth Management LLC13,603$818K0.09%+1,67513F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.13,247$814K0.23%-32513F-HRTimeline
Triad Wealth Partners, LLC13,904$811K0.05%+6,04113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC13,161$809K0.14%+1,73613F-HRTimeline
AMERIFLEX GROUP, INC.13,037$801K0.33%+49513F-HRTimeline
Armor Investment Advisors, LLC12,792$786K0.25%-1,57613F-HRTimeline
5T Wealth, LLC12,723$782K0.29%-1,32713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC12,628$776K0.15%+16613F-HRTimeline
Park Place Capital Corp12,623$776K0.12%+11,92313F-HRTimeline
Ashton Thomas Private Wealth, LLC12,582$773K0.02%+57813F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC12,919$771K0.09%13F-HRTimeline
Tempo Wealth, LLC12,551$771K0.11%+5813F-HRTimeline
SCOTIA CAPITAL INC.12,491$768K<0.01%-1,75913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.12,482$767K0.01%+3,34013F-HRTimelineGroup
Strategic Blueprint, LLC12,482$767K0.04%+77713F-HRTimeline
B. Riley Wealth Advisors, Inc.12,603$765K0.04%+7,17513F-HRTimeline
TopTier Wealth Management, LLC12,362$760K0.46%+1,18213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC12,221$751K0.01%+40913F-HRTimeline
Independent Wealth Network Inc.12,217$751K0.19%+71913F-HRTimeline
Kelly Financial Services LLC12,129$745K0.16%+40513F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.12,105$744K0.07%-37313F-HRTimeline
MSH Capital Advisors LLC12,074$742K0.13%+29413F-HRTimeline
LANARK FINANCIAL, INC.12,020$739K0.05%+32413F-HRTimeline
CORA CAPITAL ADVISORS LLC11,965$735K0.21%+3,16913F-HRTimeline
Future Financial Wealth Managment LLC12,535$734K0.46%-4,16413F-HRTimeline
Innovative Wealth Building LLC11,826$727K0.42%+19613F-HRTimeline
Darden Wealth Group Inc11,662$717K0.28%+1,70013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp11,634$715K0.03%+6,56113F-HRTimelineGroup
Meridian Financial Partners LLC12,041$714K0.24%-14,11013F-HRTimeline
Allen Capital Group, LLC11,503$707K0.06%+1,73813F-HRTimeline
ELCO Management Co., LLC11,500$707K0.3%+12513F-HRTimeline
Syntegra Private Wealth Group, LLC11,475$705K0.05%+89213F-HRTimeline
RDA Financial Network11,406$701K0.15%+16513F-HRTimeline
IEQ CAPITAL, LLC11,274$693K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates11,252$692K0.13%+79913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,163$686K0.03%+1,74313F-HRTimeline
Elevation Wealth Management LLC11,139$685K0.51%-34013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC11,110$683K0.04%-4313F-HRTimeline
Stirlingshire Investments, Inc.11,087$681K0.51%+1,29413F-HRTimeline
Johnson & White Wealth Management, LLC10,931$672K0.25%+6013F-HRTimeline
Kapstone Financial Advisors LLC10,895$670K0.28%+1,85313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,884$669K0.01%-20,16213F-HRTimelineGroup
Pacific Center for Financial Services10,866$668K0.15%+14813F-HRTimeline
BLVD Private Wealth, LLC10,813$665K0.49%-3813F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC10,749$661K0.28%+14613F-HRTimeline
Galvin, Gaustad & Stein, LLC10,625$653K0.05%+3,12513F-HRTimeline
Tyche Wealth Partners LLC10,610$652K0.09%-1,97013F-HRTimeline
Capital Advisors, Ltd. LLC10,587$651K0.07%+2613F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC10,574$650K0.36%+5,82713F-HRTimeline
Private Capital Advisors, Inc.10,556$649K0.06%+3,01413F-HRTimeline
Ethos Capital Management, Inc.10,458$643K0.46%-4,59013F-HRTimeline
Murphy & Mullick Capital Management Corp10,440$642K0.4%+4613F-HRTimeline
Castle Rock Wealth Management, LLC10,653$641K0.13%-2113F-HRTimeline
EHRLICH FINANCIAL GROUP10,329$635K0.33%-1,60713F-HRTimeline
Red Mountain Financial, LLC10,300$633K0.53%+6,03513F-HRTimeline
Sound Income Strategies, LLC10,211$628K0.03%+1,79213F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …10,199$627K0.09%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC10,189$626K0.04%013F-HRTimeline
Cypress Wealth Services, LLC10,074$619K0.08%-5,50713F-HRTimeline
Capital Asset Advisory Services LLC9,976$613K0.02%+48613F-HRTimeline
Wealthspire Retirement, LLC9,930$610K0.03%+10513F-HRTimeline
Rockingstone Advisors LLC9,850$605K0.24%-75013F-HRTimeline
Shepherd Financial Partners LLC9,817$603K0.05%013F-HRTimeline
Oder Investment Management, LLC9,817$603K0.41%+23613F-HRTimeline
Triton Wealth Management, PLLC10,029$596K0.18%+2,20513F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…9,603$590K0.18%+27513F-HRTimelineGroup
CRA Financial Services, LLC9,593$590K0.07%-15913F-HRTimeline