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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

779 managers (787 13F filers) reported a position in JEPQ shares at 2025-03-31, 152,408,473 shares in all. 96 filers opened a position and 58 filers sold out during the quarter.

Managers
779
13F filers
787
New
96
Added
447
Reduced
168
Sold out
58
Shares held by filers
152,408,473

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Ausdal Financial Partners, Inc.16,959$878K0.07%+7,60313F-HRTimeline
Asset Allocation Strategies LLC16,946$877K0.22%+13413F-HRTimeline
NAPATREE CAPITAL LLC16,917$876K0.49%-6,54613F-HRTimeline
World Investment Advisors16,709$865K0.02%+3,79213F-HRTimeline
Tandem Financial, LLC16,577$858K0.93%+3,75613F-HRTimeline
Parallel Advisors, LLC16,550$857K0.02%-2,87713F-HRTimeline
Navis Wealth Advisors, LLC16,507$855K0.84%+10,93713F-HRTimeline
Round Rock Advisors LLC16,483$853K0.16%+2,15913F-HRTimeline
Bell Bank16,483$853K0.05%+29613F-HRTimeline
CVA Family Office, LLC16,482$853K0.13%+5,70313F-HRTimeline
Johnson & White Wealth Management, LLC16,464$853K0.48%+9,24913F-HRTimeline
Kovack Advisors, Inc.16,473$853K0.09%-6,00213F-HRTimeline
BEAM WEALTH ADVISORS, INC.16,462$852K0.29%-83213F-HRTimeline
GeoWealth Management, LLC16,415$850K0.03%-90113F-HRTimeline
Frederick Financial Consultants, LLC16,404$849K0.61%+1,79113F-HRTimeline
Hibernia Wealth Partners, LLC16,364$847K0.6%-2,15513F-HRTimeline
Stonebridge Financial Group, LLC16,363$847K0.09%+87613F-HRTimeline
Coordinated Financial Services, Inc./CO16,289$843K0.65%13F-HRTimeline
NCM Capital Management, LLC16,052$831K0.37%+33113F-HRTimeline
Greenwich Wealth Management LLC16,029$830K0.06%-12,21113F-HRTimeline
Pasadena Private Wealth, LLC15,995$828K0.16%new13F-HRTimeline
NOVEM GROUP15,986$828K0.12%+4,89313F-HRTimeline
Consilium Wealth Advisory, LLC15,978$827K0.41%+17913F-HRTimeline
Comprehensive Financial Planning, Inc./…15,970$827K0.8%-11,07713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC15,900$823K<0.01%-166,40013F-HRTimeline
GTS SECURITIES LLC15,710$813K0.04%new13F-HRTimeline
JSF Financial, LLC15,507$803K0.21%-3,90513F-HRTimeline
HBK Sorce Advisory LLC15,187$786K0.02%+6,29413F-HRTimeline
Annex Advisory Services, LLC15,175$786K0.02%+2313F-HRTimeline
GAMMA Investing LLC15,091$781K0.06%+2,29113F-HR/ATimeline
Delta Financial Group, Inc.14,527$781K0.18%+1,07913F-HRTimeline
Jaffetilchin Investment Partners, LLC15,013$777K0.06%-2,75113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…15,000$777K0.05%13F-HRTimeline
Global Wealth Strategies & Associates14,616$757K0.23%+60413F-HRTimeline
Clay Northam Wealth Management, LLC14,556$754K0.53%new13F-HRTimeline
Hexagon Capital Partners LLC14,513$751K0.14%+4,07313F-HRTimeline
TD Waterhouse Canada Inc.13,958$746K0.01%+10,35813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…14,394$745K0.03%-41813F-HRTimelineGroup
PKS Advisory Services, LLC14,371$744K0.2%+12713F-HRTimeline
MEANS INVESTMENT CO., INC.14,330$742K0.08%-1,24513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC14,200$735K0.07%+2,61713F-HRTimelineGroup
Golden State Wealth Management, LLC14,095$730K0.11%+2,96813F-HR/ATimeline
Global Wealth Management Investment Adv…14,090$730K0.15%new13F-HRTimeline
CAP Partners, LLC13,948$722K0.52%+1,65813F-HRTimeline
Advance Capital Management, Inc.13,895$719K0.03%+1,14913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,796$714K<0.01%-140,23313F-HRTimelineGroup
Crossmark Global Holdings, Inc.13,615$705K0.01%+8,11113F-HRTimeline
Smallwood Wealth Investment Management,…13,514$700K0.44%+4,55813F-HRTimeline
Triumph Capital Management13,402$694K0.23%-54713F-HRTimeline
Sequoia Financial Advisors, LLC13,355$692K0.01%+6,70113F-HRTimeline
AMERIFLEX GROUP, INC.13,259$687K0.28%+3,17113F-HRTimeline
Grant Private Wealth Management Inc13,151$681K0.73%+6,48613F-HRTimeline
Innovative Advisory Group, LLC13,110$679K0.64%+6,60413F-HRTimeline
Clear Creek Financial Management, LLC12,912$669K0.07%+2,60413F-HRTimeline
Clearstead Advisors, LLC12,805$663K0.01%+4,60113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.12,780$662K0.26%+45513F-HRTimeline
AFT, FORSYTH & COMPANY, INC.12,768$661K0.36%+1,61013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC12,680$657K0.44%013F-HRTimeline
OneDigital Investment Advisors LLC12,673$656K0.01%-49,81313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC12,607$653K0.07%+1,62213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC12,486$647K0.37%-1,77413F-HRTimeline
Innovative Wealth Building LLC12,461$645K0.59%+3,90213F-HRTimeline
Sheaff Brock Investment Advisors, LLC12,440$644K0.06%-1,46613F-HRTimeline
First Financial Bankshares Inc12,408$642K0.01%new13F-HRTimeline
Skyline Advisors, Inc.12,358$640K0.25%+2,62713F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.12,264$635K0.09%-1,96413F-HRTimeline
Focused Wealth Management, Inc12,236$634K0.09%+97213F-HRTimeline
Kelly Financial Services LLC12,046$624K0.22%-9,63613F-HRTimeline
CALTON & ASSOCIATES, INC.12,012$622K0.14%new13F-HR/ATimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…12,000$622K<0.01%+1,00013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC11,981$620K0.06%-313F-HRTimeline
Mascagni Wealth Management, Inc.11,841$613K0.61%013F-HR/ATimeline
American Trust11,777$610K0.15%-434,28113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,746$608K0.03%+7,61313F-HRTimelineGroup
Joel Isaacson & Co., LLC11,740$608K0.03%new13F-HRTimeline
Redwood Financial Network Corp11,584$600K0.46%+5,33213F-HRTimeline
Rockingstone Advisors LLC11,480$594K0.27%-1,73013F-HRTimeline
Walkner Condon Financial Advisors LLC11,266$583K0.12%-2,79213F-HRTimeline
Marion Wealth Management11,213$581K0.16%-11213F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC11,148$577K0.14%+3,88213F-HR/ATimeline
Westend Capital Management, LLC11,145$577K0.22%-3,53613F-HRTimeline
Selective Wealth Management, Inc.11,572$573K0.25%new13F-HRTimeline
Helium Advisors LLC11,020$571K0.42%new13F-HRTimeline
DOVER ADVISORS, LLC10,999$570K0.25%-97413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…10,992$569K0.1%+6,35013F-HRTimeline
MAI Capital Management10,949$567K<0.01%-8,15013F-HRTimeline
Pure Financial Advisors, LLC10,825$561K0.01%+2,43013F-HRTimeline
Betterment LLC10,732$556K<0.01%-21013F-HRTimeline
Xcel Wealth Management, LLC10,675$553K0.17%+50213F-HRTimeline
NAPA WEALTH MANAGEMENT10,642$551K0.31%-2,53513F-HRTimeline
National Philanthropic Trust10,632$551K0.01%013F-HRTimeline
Aurdan Capital Management, LLC10,539$546K0.21%-85813F-HRTimeline
Independence Bank of Kentucky10,520$545K0.09%+7,80013F-HRTimeline
Institute for Wealth Management, LLC.10,502$544K0.07%+23413F-HRTimeline
Castle Rock Wealth Management, LLC10,547$543K0.15%+53513F-HRTimeline
SevenBridge Financial Group, LLC10,323$539K0.11%-3,48313F-HRTimeline
Focus Financial Network, Inc.10,389$538K0.02%+1,63313F-HRTimeline
BTS Asset Management, Inc.10,375$537K0.61%-24313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…10,313$534K0.09%013F-HRTimeline
Capital Advisors, Ltd. LLC10,270$532K0.07%+48013F-HRTimeline
Redhawk Wealth Advisors, Inc.10,264$531K0.07%+2,59813F-HRTimeline
Generation Capital Management LLC10,245$530K0.48%013F-HRTimeline
Foster Victor Wealth Advisors, LLC10,675$529K0.04%new13F-HRTimeline
Pacific Center for Financial Services10,193$528K0.14%+4,46813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC10,189$528K0.04%013F-HRTimeline
Meridian Financial Partners LLC10,165$526K0.27%+43913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd10,063$521K0.01%new13F-HRTimelineGroup
ERn Financial, LLC9,865$511K0.08%+1,52013F-HRTimeline
Indie Asset Partners, LLC9,813$508K0.44%+13013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,788$507K<0.01%-2,00213F-HRTimelineGroup
WORLD EQUITY GROUP, INC.9,655$500K0.14%-9,49713F-HRTimeline
Fearless Solutions, LLC dba Best Invest9,594$497K0.39%-65013F-HRTimeline
Atria Investments, Inc9,502$492K0.01%-54413F-HRTimeline
Shepherd Financial Partners LLC9,417$488K0.06%013F-HRTimeline
TigerOak Management, L.L.C.9,406$487K0.19%+78013F-HRTimeline
Latitude Advisors, LLC9,398$487K0.28%+3,48813F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV9,351$484K0.18%+5,64813F-HRTimeline
Jacobi Capital Management LLC9,211$477K0.04%+1,69313F-HRTimeline
COZAD ASSET MANAGEMENT INC9,191$476K0.05%+1,04213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,115$472K<0.01%+1,85113F-HRTimelineGroup
Wealthspire Retirement, LLC9,042$468K0.04%+74313F-HRTimeline
SYNOVUS FINANCIAL CORP8,959$464K0.01%new13F-HRTimeline
CHOREO, LLC8,935$463K0.01%+7113F-HRTimeline
Melia Wealth LLC8,934$463K0.24%+2,23813F-HRTimeline
Mayflower Financial Advisors, LLC8,922$462K0.07%+3,91413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,853$458K<0.01%+2,26113F-HRTimeline
Columbia Asset Management8,838$458K0.09%013F-HRTimeline
EHRLICH FINANCIAL GROUP8,785$455K0.33%+13913F-HRTimeline
WealthShield Partners, LLC8,651$448K0.06%+20713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC8,637$447K0.12%-90313F-HRTimeline
Montecito Bank & Trust8,540$442K0.08%013F-HRTimeline
COUNTRY CLUB BANK8,465$439K0.03%-2,56013F-HRTimeline
Fermata Advisors, LLC8,377$434K0.08%+2,01713F-HRTimeline
Kapstone Financial Advisors LLC8,376$434K0.25%+4,40013F-HRTimeline
Autumn Glory Partners, LLC8,335$432K0.21%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,268$428K0.01%new13F-HRTimelineGroup
McAdam, LLC8,251$427K0.03%+53713F-HRTimeline
Key Client Fiduciary Advisors, LLC8,232$426K0.2%+2,84313F-HRTimeline
Lifeworks Advisors, LLC8,208$425K0.07%-2013F-HRTimeline
Balboa Wealth Partners8,150$422K0.1%+51113F-HRTimeline
Sound Income Strategies, LLC7,998$414K0.02%+2,80813F-HRTimeline
Southland Equity Partners LLC7,998$414K0.1%-4,69613F-HRTimeline
YARGER WEALTH STRATEGIES, LLC7,957$412K0.24%new13F-HRTimeline
IPG Investment Advisors LLC7,894$409K0.09%+1,43513F-HRTimeline
Mendel Capital Management LLC7,857$407K0.25%013F-HRTimeline
Modera Wealth Management, LLC7,790$403K0.01%new13F-HRTimeline
Concorde Asset Management, LLC7,956$403K0.22%+1,92013F-HRTimeline
WEALTHSPAN PARTNERS, LLC7,581$393K0.18%+3,32813F-HRTimeline
Carnegie Lake Advisors LLC7,515$389K0.16%+15513F-HRTimeline
Fortitude Advisory Group L.L.C.7,963$388K0.28%+1813F-HRTimeline
Bridgewealth Advisory Group, LLC7,397$383K0.5%-24,23813F-HRTimeline
Safeguard Investment Advisory Group, LLC7,364$381K0.1%new13F-HRTimeline
Gateway Wealth Partners, LLC7,364$381K0.09%+1,97713F-HRTimeline
SEARLE & CO.7,323$379K0.11%013F-HRTimeline
Pointe Capital Management LLC7,320$379K0.22%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,174$371K<0.01%-10,57413F-HRTimelineGroup
BlueStem Wealth Partners, LLC7,166$371K0.05%new13F-HRTimeline
Allen Capital Group, LLC7,143$370K0.04%+3,38313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC7,105$368K0.04%+51913F-HR/ATimeline
CATHY PARETO & ASSOCIATES, INC7,100$368K0.33%new13F-HRTimeline
Marcum Wealth, LLC7,051$365K0.03%+69913F-HRTimeline
Seelaus Asset Management LLC7,022$364K0.35%-1,06113F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…6,860$355K0.09%new13F-HRTimeline
Narus Financial Partners, LLC6,850$355K0.12%+45013F-HRTimeline
Fortis Advisors, LLC6,732$349K0.23%-44813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,715$348K0.01%+1,06913F-HRTimeline
Cornerstone Wealth Management, LLC6,698$347K0.02%-10913F-HRTimeline
Ashton Thomas Private Wealth, LLC6,611$342K0.01%-1,73713F-HRTimeline
Birchcreek Wealth Management, LLC6,550$339K0.21%-1,38413F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC6,455$334K0.07%+43313F-HRTimeline
IAM Advisory, LLC6,451$334K0.09%+38613F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC6,400$331K0.28%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,361$328K0.03%+34413F-HRTimeline
ELCO Management Co., LLC6,300$326K0.18%+20013F-HRTimeline
Baker Avenue Asset Management, LP6,218$322K0.01%013F-HRTimeline
SIGNATUREFD, LLC6,150$318K0.01%+4,02013F-HRTimeline
PRIVATE TRUST CO NA6,141$318K0.03%-4,21613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,608$316K0.03%013F-HRTimeline
Summit Trail Advisors, LLC6,076$315K0.01%+1,01413F-HRTimeline
Legacy Private Trust Co.6,065$314K0.02%new13F-HRTimeline
Cyndeo Wealth Partners, LLC6,062$314K0.02%-1,99313F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC6,033$312K0.06%-1813F-HRTimeline
XML Financial, LLC6,030$312K0.03%+92513F-HRTimeline
Cooper Capital Advisors LLC5,980$310K0.33%-2,42013F-HRTimeline
Interchange Capital Partners, LLC5,878$304K0.09%+23213F-HRTimeline
Claro Advisors Inc.5,837$302K0.04%+613F-HRTimeline
Argyle Capital Partners, LLC5,834$302K0.26%-1,55913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,788$300K<0.01%+4913F-HRTimelineGroup
Compound Planning, Inc.5,768$299K0.01%-89713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,764$298K<0.01%-1,00013F-HRTimelineGroup
Costello Asset Management, INC5,754$298K0.12%+1,16513F-HRTimeline
THOMPSON DAVIS & CO., INC.5,700$295K0.23%new13F-HRTimeline
Samalin Investment Counsel, LLC5,648$292K0.12%+35213F-HRTimeline
LANARK FINANCIAL, INC.5,652$292K0.02%+5,64813F-HRTimeline
Fort Point Capital Partners LLC5,617$291K0.03%new13F-HRTimeline
Thomasville National Bank5,500$285K0.02%013F-HRTimeline
Legacy Financial Strategies, LLC5,465$283K0.06%+1,66513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,391$279K0.01%+60913F-HRTimeline
Csenge Advisory Group5,712$278K0.02%-6113F-HRTimeline
Financial Guidance Group, Inc.5,362$278K0.15%013F-HRTimeline