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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

798 managers (807 13F filers) reported a position in JEPQ shares at 2025-06-30, 168,674,570 shares in all. 92 filers opened a position and 68 filers sold out during the quarter.

Managers
798
13F filers
807
New
92
Added
420
Reduced
211
Sold out
68
Shares held by filers
168,674,570

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
NOVEM GROUP16,839$916K0.12%+85313F-HRTimeline
Johnson & White Wealth Management, LLC16,578$902K0.45%+11413F-HRTimeline
Western Wealth Management, LLC16,354$890K0.05%-3,26613F-HRTimeline
AFT, FORSYTH & COMPANY, INC.16,336$889K0.46%+3,56813F-HRTimeline
Tandem Financial, LLC16,304$887K0.83%-27313F-HRTimeline
OneDigital Investment Advisors LLC16,297$887K0.01%+3,62413F-HRTimeline
Consilium Wealth Advisory, LLC16,232$883K0.37%+25413F-HRTimeline
Bell Bank16,187$881K0.04%-29613F-HRTimeline
Claris Financial LLC16,118$877K0.66%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC16,100$876K0.4%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.16,094$875K0.04%-256,39213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers16,064$874K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,936$867K<0.01%+2,14013F-HRTimelineGroup
Stonebridge Financial Group, LLC15,923$866K0.08%-44013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,813$860K<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC15,812$860K0.03%-60313F-HRTimeline
WESBANCO BANK INC15,770$858K0.03%+11,77013F-HRTimeline
Helium Advisors LLC15,764$858K0.54%+4,74413F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC15,650$851K0.78%-3,12613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp15,638$851K0.02%new13F-HRTimelineGroup
Innovative Wealth Building LLC15,536$845K0.7%+3,07513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC15,340$834K0.01%-6,82413F-HRTimeline
Annex Advisory Services, LLC15,174$825K0.02%-113F-HRTimeline
TD Waterhouse Canada Inc.15,271$822K0.01%+1,31313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC15,087$821K0.07%+2,48013F-HRTimeline
Greenwich Wealth Management LLC15,048$819K0.04%-98113F-HRTimeline
World Investment Advisors15,039$818K0.02%-1,67013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…15,000$816K0.04%013F-HRTimeline
Redwood Financial Network Corp14,840$807K0.55%+3,25613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC14,824$806K0.07%+62413F-HRTimelineGroup
Latitude Advisors, LLC14,811$806K0.41%+5,41313F-HRTimeline
Wealth Management Partners, LLC14,840$802K0.28%+10,51913F-HRTimeline
Clay Northam Wealth Management, LLC14,509$789K0.5%-4713F-HRTimeline
Soundwatch Capital LLC1,741$789K0.14%new13F-HRTimeline
Pasadena Private Wealth, LLC14,416$784K0.13%-1,57913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp14,400$783K<0.01%+9,35413F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC14,300$778K0.06%-5,89013F-HRTimeline
PRIVATE TRUST CO NA14,205$773K0.07%+8,06413F-HRTimeline
Crossmark Global Holdings, Inc.14,177$771K0.01%+56213F-HRTimeline
CAP Partners, LLC14,086$766K0.48%+13813F-HRTimeline
Keystone Wealth Services, LLC13,999$762K0.18%-8,24813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC13,764$749K0.25%-3,82313F-HR/ATimeline
BCS Wealth Management13,686$745K0.16%-3,93713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,678$744K0.07%+1,69713F-HRTimeline
JSF Financial, LLC13,616$741K0.18%-1,89113F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC13,580$739K0.45%+90013F-HRTimeline
MEANS INVESTMENT CO., INC.13,470$733K0.07%-86013F-HRTimeline
Clear Creek Financial Management, LLC13,464$732K0.07%+55213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,447$732K0.02%-8,40913F-HRTimelineGroup
Global Wealth Strategies & Associates13,447$732K0.21%-1,16913F-HRTimeline
EHRLICH FINANCIAL GROUP13,372$727K0.47%+4,58713F-HRTimeline
Jacobi Capital Management LLC13,354$726K0.05%+4,14313F-HRTimeline
Socha Financial Group, LLC13,320$725K0.32%-32,97813F-HRTimeline
COUNTRY CLUB BANK13,322$723K0.05%+4,85713F-HRTimeline
Ironsides Asset Advisors, LLC13,206$718K0.21%-10,34013F-HRTimeline
Melia Wealth LLC13,101$713K0.34%+4,16713F-HRTimeline
Atria Investments, Inc13,083$712K0.01%+3,58113F-HRTimeline
Triumph Capital Management13,055$710K0.21%-34713F-HR/ATimeline
Lewis Asset Management, LLC12,939$704K0.33%new13F-HRTimeline
Abbot Financial Management, Inc.12,932$703K0.32%new13F-HRTimeline
Gotham Asset Management, LLC12,888$701K<0.01%new13F-HRTimeline
DOVER ADVISORS, LLC12,673$689K0.3%+1,67413F-HRTimeline
Xcel Wealth Management, LLC12,659$689K0.2%+1,98413F-HRTimeline
Total Clarity Wealth Management, Inc.12,608$686K0.2%-29,16013F-HRTimeline
Skyline Advisors, Inc.12,532$682K0.25%+17413F-HRTimeline
Global Wealth Management Investment Adv…12,518$681K0.13%-1,57213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC12,516$681K0.16%+3,87913F-HRTimeline
Meridian Financial Partners LLC12,477$679K0.32%+2,31213F-HRTimeline
5T Wealth, LLC12,404$675K0.34%-13,61513F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.12,315$670K0.09%+5113F-HRTimeline
Focus Financial Network, Inc.12,284$668K0.03%+1,89513F-HRTimeline
CALTON & ASSOCIATES, INC.12,268$667K0.12%+25613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,249$666K0.01%+3,98113F-HRTimelineGroup
Southland Equity Partners LLC12,119$659K0.14%+4,12113F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC12,045$655K0.14%+89713F-HR/ATimeline
Future Financial Wealth Managment LLC12,039$655K0.45%+11,53913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…12,000$653K<0.01%013F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC11,982$652K0.33%-50413F-HRTimeline
Golden State Wealth Management, LLC11,977$652K0.08%-2,11813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.11,971$651K0.23%-80913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,761$640K<0.01%+2,64613F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS11,700$636K<0.01%+2,84713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT11,576$630K0.01%new13F-HRTimeline
Rockingstone Advisors LLC11,480$625K0.33%013F-HRTimeline
Wealthspire Retirement, LLC11,370$619K0.04%+2,32813F-HRTimeline
Kelly Financial Services LLC11,345$617K0.18%-70113F-HRTimeline
Mayflower Financial Advisors, LLC11,023$600K0.08%+2,10113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC10,971$597K0.05%+5,36313F-HRTimeline
ELCO Management Co., LLC10,900$593K0.31%+4,60013F-HRTimeline
Perigon Wealth Management, LLC10,796$587K0.01%-9,08613F-HRTimeline
Westend Capital Management, LLC10,760$585K0.18%-38513F-HRTimeline
Foster Victor Wealth Advisors, LLC10,775$585K0.04%+10013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY10,683$581K0.51%+5,50613F-HRTimeline
National Philanthropic Trust10,632$578K0.01%013F-HRTimeline
Independence Bank of Kentucky10,520$572K0.08%013F-HRTimeline
Galvin, Gaustad & Stein, LLC10,500$571K0.05%-7,00013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …10,491$571K0.03%new13F-HRTimelineGroup
Corps Capital Advisors, LLC10,462$569K0.91%+5,73713F-HRTimeline
Betterment LLC10,423$567K<0.01%-30913F-HRTimeline
BLVD Private Wealth, LLC10,410$566K0.53%13F-HRTimeline
Pacific Center for Financial Services10,348$563K0.15%+15513F-HRTimeline
Capital Advisors, Ltd. LLC10,311$561K0.07%+4113F-HRTimeline
Mascagni Wealth Management, Inc.10,208$555K0.47%-1,63313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC10,189$554K0.04%013F-HRTimeline
MAI Capital Management10,119$550K<0.01%-83013F-HRTimeline
Redhawk Wealth Advisors, Inc.10,085$549K0.07%-17913F-HRTimeline
BTS Asset Management, Inc.10,083$548K0.66%-29213F-HRTimeline
Boreal Capital Management LLC10,065$548K0.45%13F-HRTimeline
Castle Rock Wealth Management, LLC9,948$547K0.13%-59913F-HRTimeline
CHOREO, LLC9,974$543K0.01%+1,03913F-HRTimeline
SYNOVUS FINANCIAL CORP9,828$535K0.01%+86913F-HRTimeline
Shepherd Financial Partners LLC9,817$534K0.06%+40013F-HRTimeline
Marion Wealth Management9,786$532K0.13%-1,42713F-HRTimeline
TigerOak Management, L.L.C.9,749$530K0.18%+34313F-HRTimeline
Narus Financial Partners, LLC9,700$528K0.16%+2,85013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,699$528K<0.01%-8913F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV9,694$527K0.17%+34313F-HRTimeline
Syntegra Private Wealth Group, LLC9,680$527K0.05%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC9,665$526K0.05%+47413F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,544$519K<0.01%+3,78013F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC9,514$518K0.27%+1,55713F-HRTimeline
Fearless Solutions, LLC dba Best Invest9,514$518K0.36%-8013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…9,434$513K0.07%-1,55813F-HRTimeline
Qube Research & Technologies Ltd9,410$512K<0.01%-9,88913F-HRTimeline
CIBC WORLD MARKET INC.9,355$509K<0.01%+4,10513F-HRTimeline
Fortress Financial Solutions, LLC9,079$494K0.62%new13F-HRTimeline
WEALTHSPAN PARTNERS, LLC9,078$494K0.2%+1,49713F-HRTimeline
Advisor Resource Council8,950$487K0.24%-167,33313F-HRTimeline
RDA Financial Network8,945$487K0.13%new13F-HRTimeline
Invst, LLC8,877$483K0.06%+3,72113F-HRTimeline
Columbia Asset Management8,838$481K0.09%013F-HRTimeline
Ashton Thomas Private Wealth, LLC8,759$476K0.02%+2,14813F-HRTimeline
PKS Advisory Services, LLC8,639$470K0.12%-5,73213F-HRTimeline
SevenBridge Financial Group, LLC8,433$470K0.08%-1,89013F-HRTimeline
LANARK FINANCIAL, INC.8,479$461K0.04%+2,82713F-HRTimeline
WORLD EQUITY GROUP, INC.8,469$461K0.13%-1,18613F-HRTimeline
Autumn Glory Partners, LLC8,335$453K0.21%013F-HRTimeline
Sound Income Strategies, LLC8,313$452K0.03%+31513F-HRTimeline
GWN SECURITIES INC.8,307$452K0.08%-206,61813F-HRTimeline
Key Client Fiduciary Advisors, LLC8,250$449K0.18%+1813F-HRTimeline
Fermata Advisors, LLC8,195$446K0.12%-18213F-HRTimeline
Balboa Wealth Partners8,159$444K0.09%+913F-HRTimeline
Harvest Investment Services, LLC8,057$438K0.1%new13F-HRTimeline
Mendel Capital Management LLC8,031$437K0.25%+17413F-HRTimeline
Zuckerman Investment Group, LLC8,000$435K0.04%+2,98313F-HRTimeline
Fortitude Advisory Group L.L.C.7,975$434K0.25%+1213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC7,974$434K0.04%+86913F-HR/ATimeline
Samalin Investment Counsel, LLC7,972$434K0.17%+2,32413F-HRTimeline
Legacy Private Trust Co.7,955$433K0.03%+1,89013F-HRTimeline
Cascade Wealth Advisors, Inc7,811$432K0.24%-68,78913F-HRTimeline
Private Capital Advisors, Inc.7,886$429K0.05%new13F-HRTimeline
Modera Wealth Management, LLC7,860$428K0.01%+7013F-HRTimeline
Cornerstone Wealth Management, LLC7,807$425K0.03%+1,10913F-HRTimeline
Westside Investment Management, Inc.7,807$421K0.08%+7,04013F-HRTimeline
Carnegie Lake Advisors LLC7,690$418K0.17%+17513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,677$418K0.06%new13F-HRTimeline
Gateway Wealth Partners, LLC7,599$413K0.08%+23513F-HRTimeline
AMERIFLEX GROUP, INC.7,621$413K0.22%-5,63813F-HRTimeline
Tyche Wealth Partners LLC7,548$411K0.08%+3,43413F-HRTimeline
SEARLE & CO.7,490$407K0.12%+16713F-HRTimeline
Navis Wealth Advisors, LLC7,423$404K0.34%-9,08413F-HRTimeline
CWA Asset Management Group, LLC7,422$404K0.02%new13F-HRTimeline
XML Financial, LLC7,355$400K0.03%+1,32513F-HRTimeline
Pointe Capital Management LLC7,320$398K0.21%013F-HRTimeline
Allen Capital Group, LLC7,291$397K0.04%+14813F-HRTimeline
WealthShield Partners, LLC7,230$393K0.05%-1,42113F-HRTimeline
Murphy & Mullick Capital Management Corp7,144$391K0.32%+2,28513F-HRTimeline
Rothschild Wealth LLC7,061$384K0.09%new13F-HRTimeline
UMB Bank, n.a.7,000$381K0.01%new13F-HR/ATimeline
Requisite Capital Management, LLC6,996$381K0.08%-1,151,37013F-HRTimeline
Fortis Advisors, LLC6,966$379K0.24%+23413F-HRTimeline
Richmond Investment Services, LLC6,752$367K0.08%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC6,693$364K0.07%+23813F-HRTimeline
GAMMA Investing LLC6,665$363K0.02%-8,42613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,648$362K0.02%+28713F-HR/ATimeline
Birchcreek Wealth Management, LLC6,570$357K0.2%+2013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,367$346K<0.01%+57913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,347$345K<0.01%-41,84113F-HR/ATimelineGroup
Van Hulzen Asset Management, LLC6,336$345K0.03%+1,21413F-HRTimeline
Seelaus Asset Management LLC6,285$342K0.3%-73713F-HRTimeline
Baker Avenue Asset Management, LP6,218$338K0.01%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC6,191$337K0.28%-90913F-HRTimeline
Cyndeo Wealth Partners, LLC6,120$333K0.02%+5813F-HRTimeline
Summit Trail Advisors, LLC6,096$332K0.01%+2013F-HRTimeline
APPLETON PARTNERS INC/MA6,040$329K0.02%+1,32513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,043$329K0.02%+1,02613F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC6,033$328K0.06%013F-HRTimeline
Strategic Blueprint, LLC6,017$327K0.02%+1,50613F-HRTimeline
KFA Private Wealth Group, LLC5,975$325K0.1%+1,74113F-HRTimeline
Headlands Technologies LLC5,843$318K0.04%new13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…5,835$317K0.07%-1,02513F-HRTimeline
Argyle Capital Partners, LLC5,834$317K0.26%013F-HRTimeline
NorthCoast Asset Management LLC5,829$317K<0.01%new13F-HRTimeline
Interchange Capital Partners, LLC5,812$316K0.07%-6613F-HR/ATimeline
THOMPSON DAVIS & CO., INC.5,700$310K0.21%013F-HR/ATimeline
BankPlus Trust Departmentin group BankPlus Trust Department5,692$310K0.09%+85813F-HRTimelineGroup
Walkner Condon Financial Advisors LLC5,646$307K0.06%-5,62013F-HRTimeline
Family Investment Center, Inc.5,631$306K0.07%+1,43813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,620$306K<0.01%new13F-HRTimelineGroup
ONE Advisory Partners, LLC5,562$306K0.1%new13F-HRTimeline