Skip to content
Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

Follow

NASDAQ EQT PREM (fund)

749 managers (756 13F filers) reported a position in JEPQ shares at 2024-12-31, 133,620,117 shares in all. 104 filers opened a position and 29 filers sold out during the quarter.

Managers
749
13F filers
756
New
104
Added
399
Reduced
121
Sold out
29
Shares held by filers
133,620,117

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Foundations Investment Advisors, LLC14,158$798K0.02%+2,54913F-HRTimeline
SevenBridge Financial Group, LLC13,806$796K0.15%-84113F-HRTimeline
Walkner Condon Financial Advisors LLC14,058$793K0.16%-5,26213F-HRTimeline
Global Wealth Strategies & Associates14,012$790K0.25%+13,26213F-HRTimeline
Thompson David Blair13,975$788K0.57%13F-HRTimeline
Triumph Capital Management13,949$786K0.27%-27813F-HRTimeline
Sheaff Brock Investment Advisors, LLC13,906$784K0.07%013F-HRTimeline
Capital Asset Advisory Services LLC13,470$769K0.04%-75113F-HRTimeline
Integrated Advisors Network LLC13,566$765K0.04%+1,96713F-HRTimeline
Gladstone Institutional Advisory LLC13,510$762K0.04%new13F-HRTimeline
Delta Financial Group, Inc.13,448$758K0.18%+4,36213F-HRTimeline
Rockingstone Advisors LLC13,210$745K0.33%-45013F-HRTimeline
NAPA WEALTH MANAGEMENT13,177$743K0.32%+3,79113F-HRTimeline
Saxony Capital Management, LLC12,950$730K0.64%+3,34613F-HRTimeline
Tandem Financial, LLC12,821$729K0.77%13F-HRTimeline
World Investment Advisors12,917$728K0.02%+4,22613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI12,838$724K0.04%+1,58813F-HRTimeline
GAMMA Investing LLC12,800$722K0.06%+4,89513F-HRTimeline
Advance Capital Management, Inc.12,746$719K0.03%-172,94013F-HRTimeline
Southland Equity Partners LLC12,694$716K0.17%-6513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC12,680$715K0.47%+13013F-HRTimeline
Galvin, Gaustad & Stein, LLC12,500$705K0.06%+2,67513F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.12,325$695K0.28%+8,53413F-HRTimeline
CAP Partners, LLC12,290$693K0.49%-5913F-HRTimeline
LexAurum Advisors, LLC12,279$692K0.14%+7,86613F-HRTimeline
Jupiter Wealth Management LLC12,000$677K0.34%+7,00013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC11,984$676K0.06%+3013F-HRTimeline
DOVER ADVISORS, LLC11,973$675K0.39%+15013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.11,874$669K0.05%-39513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,790$665K<0.01%+1,43813F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC11,583$658K0.06%-68013F-HRTimelineGroup
BlackDiamond Wealth Management, LLC11,585$653K0.38%+3,97413F-HRTimeline
HERBST GROUP, LLC11,400$643K0.4%new13F-HRTimeline
Aurdan Capital Management, LLC11,397$643K0.25%13F-HRTimeline
Marion Wealth Management11,325$638K0.17%+25413F-HRTimeline
Focused Wealth Management, Inc11,264$635K0.09%+4,02413F-HRTimeline
COUNTRY CLUB BANK11,025$631K0.04%+2,33413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…11,000$630K<0.01%+3,00013F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.11,158$629K0.31%+1,24513F-HRTimeline
Golden State Wealth Management, LLC11,127$627K0.09%13F-HRTimeline
Farther Finance Advisors, LLC11,114$627K0.02%-17,20413F-HRTimeline
NOVEM GROUP11,093$625K0.09%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,985$619K0.06%-40,05013F-HRTimeline
Betterment LLC10,942$617K<0.01%+6,35813F-HRTimeline
Mascagni Wealth Management, Inc.11,841$613K0.61%13F-HR/ATimeline
CVA Family Office, LLC10,779$608K0.1%+25513F-HRTimeline
National Philanthropic Trust10,632$599K0.01%013F-HRTimeline
BTS Asset Management, Inc.10,618$599K0.6%+5,44813F-HRTimeline
Motiv8 Investments LLC10,592$597K0.42%new13F-HRTimeline
Hexagon Capital Partners LLC10,440$589K0.11%+1,00413F-HRTimeline
Mach-1 Financial Group, LLC10,378$585K1.05%-121,34713F-HRTimeline
PRIVATE TRUST CO NA10,357$584K0.06%+4,31013F-HRTimeline
Castle Rock Wealth Management, LLC10,012$583K0.14%+37513F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…10,313$581K0.1%+3,58413F-HRTimeline
Clear Creek Financial Management, LLC10,308$581K0.06%+5,44813F-HRTimeline
AMERIFLEX GROUP, INC.10,088$580K0.27%13F-HRTimeline
Institute for Wealth Management, LLC.10,268$579K0.07%new13F-HRTimeline
Generation Capital Management LLC10,245$578K0.5%13F-HRTimeline
Fearless Solutions, LLC dba Best Invest10,244$578K0.44%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC10,189$574K0.05%+90013F-HRTimeline
Xcel Wealth Management, LLC10,173$574K0.16%+313F-HRTimeline
Atria Investments, Inc10,046$566K0.01%new13F-HRTimeline
Tempus Wealth Planning, LLC10,000$564K0.17%new13F-HRTimeline
Moors & Cabot, Inc.9,855$556K0.03%+2,70113F-HRTimeline
Capital Advisors, Ltd. LLC9,790$552K0.07%+3,54313F-HRTimeline
Main Street Financial Solutions, LLC9,756$550K0.05%+84813F-HRTimeline
Skyline Advisors, Inc.9,731$549K0.21%new13F-HRTimeline
GG Group Ventures, LLC9,728$548K0.72%-3,62813F-HRTimeline
Meridian Financial Partners LLC9,726$548K0.29%-15,84613F-HRTimeline
Indie Asset Partners, LLC9,683$546K0.43%+24713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC9,540$538K0.15%+2,84113F-HRTimeline
Shepherd Financial Partners LLC9,417$531K0.06%013F-HRTimeline
Ausdal Financial Partners, Inc.9,356$527K0.05%+4,49313F-HRTimeline
Capital Market Strategies LLC9,239$521K0.3%+67313F-HRTimeline
CHOREO, LLC8,864$505K0.01%-213F-HRTimeline
Smallwood Wealth Investment Management,…8,956$505K0.35%new13F-HRTimeline
HBK Sorce Advisory LLC8,893$501K0.02%-4213F-HRTimeline
Signal Advisors Wealth, LLC8,777$499K0.06%new13F-HRTimeline
Columbia Asset Management8,838$498K0.1%-8113F-HRTimeline
Focus Financial Network, Inc.8,756$497K0.02%new13F-HRTimeline
EHRLICH FINANCIAL GROUP8,646$487K0.35%+15113F-HRTimeline
TigerOak Management, L.L.C.8,626$486K0.18%13F-HRTimeline
Innovative Wealth Building LLC8,559$483K0.44%13F-HRTimeline
Montecito Bank & Trust8,540$481K0.08%013F-HRTimeline
WealthShield Partners, LLC8,444$480K0.07%+73413F-HRTimeline
Ashton Thomas Private Wealth, LLC8,348$474K0.02%+1,87113F-HRTimeline
Cooper Capital Advisors LLC8,400$474K0.49%13F-HRTimeline
Pure Financial Advisors, LLC8,395$473K0.01%new13F-HRTimeline
ERn Financial, LLC8,345$470K0.07%+31613F-HRTimeline
Autumn Glory Partners, LLC8,335$470K0.23%-8,25713F-HRTimeline
Wealthspire Retirement, LLC8,299$468K0.04%+1,13513F-HRTimeline
Capital Advisors Wealth Management, LLC8,261$466K0.08%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…8,013$465K0.03%+2,39613F-HRTimeline
Lifeworks Advisors, LLC8,228$464K0.08%+24313F-HRTimeline
Clearstead Advisors, LLC8,204$463K0.01%-67613F-HRTimeline
COZAD ASSET MANAGEMENT INC8,149$459K0.04%+73513F-HRTimeline
Seelaus Asset Management LLC8,083$456K0.41%new13F-HRTimeline
Harvest Investment Services, LLC8,061$454K0.11%+3,72713F-HRTimeline
Cyndeo Wealth Partners, LLC8,055$454K0.03%+10213F-HRTimeline
Legacy Wealth Management, LLC / MS8,037$453K0.18%new13F-HRTimeline
Traynor Capital Management, Inc.7,995$451K0.03%new13F-HRTimeline
Fortitude Advisory Group L.L.C.7,945$448K0.27%+1313F-HRTimeline
Birchcreek Wealth Management, LLC7,934$447K0.28%013F-HRTimeline
Mendel Capital Management LLC7,857$443K0.27%+13913F-HRTimeline
CORA CAPITAL ADVISORS LLC7,855$443K0.21%+1,30013F-HRTimeline
M.E. ALLISON & CO., INC.7,750$437K0.48%13F-HRTimeline
McAdam, LLC7,714$435K0.02%+1,81713F-HRTimeline
Redhawk Wealth Advisors, Inc.7,666$432K0.06%-33313F-HRTimeline
Balboa Wealth Partners7,639$431K0.1%-17,80113F-HRTimeline
Jacobi Capital Management LLC7,518$424K0.03%+49113F-HRTimeline
Argyle Capital Partners, LLC7,393$417K0.36%13F-HRTimeline
Carnegie Lake Advisors LLC7,360$415K0.17%-92513F-HRTimeline
Belvedere Trading LLC7,336$414K0.03%new13F-HRTimeline
CFO4Life Group, LLC7,331$413K0.07%+5513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,325$413K<0.01%+66313F-HRTimelineGroup
SEARLE & CO.7,323$413K0.12%new13F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC7,266$410K0.11%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,264$410K<0.01%new13F-HRTimelineGroup
Johnson & White Wealth Management, LLC7,215$406K0.25%+1,83413F-HRTimeline
Fortis Advisors, LLC7,180$405K0.27%+19813F-HRTimeline
Cornerstone Wealth Management, LLC6,807$384K0.03%+2,70813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,764$381K<0.01%+1,00013F-HRTimelineGroup
Melia Wealth LLC6,696$378K0.2%new13F-HRTimeline
Grant Private Wealth Management Inc6,665$376K0.41%13F-HRTimeline
Compound Planning, Inc.6,665$376K0.02%new13F-HRTimeline
Sequoia Financial Advisors, LLC6,654$375K<0.01%013F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS6,592$372K<0.01%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,586$371K0.04%+14413F-HR/ATimeline
IPG Investment Advisors LLC6,459$367K0.08%new13F-HRTimeline
Innovative Advisory Group, LLC6,506$367K0.33%13F-HRTimeline
Narus Financial Partners, LLC6,400$361K0.12%+1,90013F-HRTimeline
Fermata Advisors, LLC6,360$359K0.07%+6813F-HRTimeline
Marcum Wealth, LLC6,352$358K0.03%+36313F-HRTimeline
Sterling Investment Advisors, Ltd.6,271$354K0.09%new13F-HRTimeline
Clarus Wealth Advisors6,319$353K0.18%+4113F-HRTimeline
Redwood Financial Network Corp6,252$352K0.26%new13F-HRTimeline
Baker Avenue Asset Management, LP6,218$351K0.01%+12113F-HRTimeline
ELCO Management Co., LLC6,100$344K0.18%+1,00013F-HRTimeline
IAM Advisory, LLC6,065$342K0.09%+16813F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC6,051$341K0.06%new13F-HRTimeline
Concorde Asset Management, LLC6,036$340K0.18%+2,18613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC6,022$340K0.07%+1,09013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,017$339K0.03%+1,31713F-HR/ATimeline
Patton Albertson Miller Group, LLC6,000$338K0.05%new13F-HRTimeline
Cherry Tree Wealth Management, LLC5,985$337K0.08%-11513F-HRTimeline
Latitude Advisors, LLC5,910$333K0.19%new13F-HRTimeline
Security National Bank5,891$332K0.05%+3,29513F-HRTimeline
Claro Advisors Inc.5,831$329K0.04%new13F-HRTimeline
Csenge Advisory Group5,773$325K0.02%-4,38013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,739$324K<0.01%013F-HRTimelineGroup
Pacific Center for Financial Services5,725$323K0.08%013F-HRTimeline
Interchange Capital Partners, LLC5,646$318K0.12%-4,63513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,646$318K0.01%-91213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,608$316K0.03%+3,50113F-HRTimeline
Navis Wealth Advisors, LLC5,570$314K0.34%013F-HRTimeline
Thomasville National Bank5,500$310K0.02%new13F-HRTimeline
Crossmark Global Holdings, Inc.5,504$310K0.01%013F-HRTimeline
Vishria Bird Financial Group, LLC5,410$305K0.11%+6613F-HRTimeline
Key Client Fiduciary Advisors, LLC5,389$304K0.14%new13F-HRTimeline
Gateway Wealth Partners, LLC5,387$304K0.08%+2013F-HRTimeline
FSC Wealth Advisors, LLC5,379$303K0.2%+31013F-HRTimeline
Financial Guidance Group, Inc.5,362$302K0.17%013F-HRTimeline
Welch Group, LLC5,250$300K0.01%new13F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding5,300$299K0Timeline
Samalin Investment Counsel, LLC5,296$299K0.13%-3513F-HRTimeline
Sound Income Strategies, LLC5,190$293K0.02%-4513F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY5,110$288K0.32%13F-HRTimeline
XML Financial, LLC5,105$288K0.03%+22513F-HRTimeline
Summit Trail Advisors, LLC5,062$288K0.01%+51613F-HRTimeline
Family Investment Center, Inc.5,094$287K0.07%-6013F-HRTimeline
Zuckerman Investment Group, LLC5,000$283K0.03%new13F-HRTimeline
Mayflower Financial Advisors, LLC5,008$282K0.04%+20013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC5,000$282K0.02%+1,00013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,782$270K0.01%+81713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,705$267K<0.01%+1,58913F-HRTimelineGroup
CIBC WORLD MARKET INC.4,723$266K<0.01%new13F-HRTimeline
OBSIDIAN CIO, LLC4,652$262K0.05%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,642$262K0.05%+2,64213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,630$261K0.03%013F-HRTimeline
Corps Capital Advisors, LLC4,625$261K0.26%13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC4,612$260K0.2%13F-HRTimeline
Costello Asset Management, INC4,589$259K0.17%+1,11113F-HRTimeline
Tranquility Partners, LLC4,556$257K0.1%-3613F-HRTimeline
Park Square Financial Group, LLC4,550$257K0.18%13F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…4,500$254K0.04%new13F-HRTimelineGroup
Synergy Investment Management, LLC4,488$253K0.11%13F-HRTimeline
TOWNSQUARE CAPITAL LLC4,471$252K<0.01%+43413F-HRTimeline
Van Hulzen Asset Management, LLC4,376$247K0.02%new13F-HRTimeline
SWMG, LLC4,231$246K0.1%+8913F-HRTimeline
Berger Financial Group, Inc4,340$245K0.02%+50013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,311$243K0.02%new13F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC4,253$240K0.11%new13F-HRTimeline
Clarendon Private LLC4,240$239K0.25%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,281$239K<0.01%-1,63613F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …4,266$239K0.02%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC4,233$239K0.01%-25313F-HRTimeline
CERTUITY, LLC4,233$239K0.03%new13F-HRTimeline
Granite Harbor Advisors, Inc.4,222$238K0.13%+11613F-HRTimeline
Oregon Pacific Wealth Management, LLC4,202$237K0.23%13F-HRTimeline
Lokken Investment Group LLC4,198$237K0.1%new13F-HRTimeline