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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

845 managers (853 13F filers) reported a position in JEPQ shares at 2025-09-30, 172,195,257 shares in all. 100 filers opened a position and 50 filers sold out during the quarter.

Managers
845
13F filers
853
New
100
Added
408
Reduced
245
Sold out
50
Shares held by filers
172,195,257

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Abel Hall, LLC17,100$984K0.4%013F-HRTimeline
Requisite Capital Management, LLC16,919$973K0.16%+9,92313F-HRTimeline
OneDigital Investment Advisors LLC16,740$963K0.01%+44313F-HRTimeline
Advance Capital Management, Inc.16,739$963K0.04%-40313F-HRTimeline
COUNTRY CLUB BANK16,685$958K0.06%+3,36313F-HRTimeline
Vise Technologies, Inc.16,560$953K0.04%new13F-HRTimeline
PRIVATE TRUST CO NA16,538$951K0.08%+2,33313F-HRTimeline
Consilium Wealth Advisory, LLC16,531$951K0.37%+29913F-HRTimeline
Soltis Investment Advisors LLC16,482$948K0.07%new13F-HRTimeline
Johnson & White Wealth Management, LLC16,444$946K0.43%-13413F-HRTimeline
Future Financial Wealth Managment LLC16,415$944K0.59%+4,37613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Annex Advisory Services, LLC16,145$929K0.02%+97113F-HRTimeline
Stonebridge Financial Group, LLC16,142$928K0.08%+21913F-HRTimeline
CVA Family Office, LLC16,033$922K0.12%-1,06313F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT16,012$921K0.43%13F-HRTimeline
Nautilus Advisors LLC15,967$918K0.62%-93013F-HRTimeline
5T Wealth, LLC15,963$918K0.4%+3,55913F-HRTimeline
WESBANCO BANK INC15,915$915K0.03%+14513F-HRTimeline
Xcel Wealth Management, LLC15,796$909K0.24%+3,13713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC15,782$908K<0.01%new13F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT15,661$901K0.01%-1,45713F-HRTimeline
Bell Bank15,646$900K0.04%-54113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC15,461$889K0.08%+63713F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC15,430$888K0.01%+9013F-HRTimeline
Coordinated Financial Services, Inc.15,373$884K0.57%-2,24413F-HRTimeline
Innovative Wealth Building LLC15,255$877K0.68%-28113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC15,195$874K0.19%-18,06113F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC15,184$873K0.74%-46613F-HRTimeline
Foster Victor Wealth Advisors, LLC14,983$858K0.05%+4,20813F-HRTimeline
Pasadena Private Wealth, LLC14,905$857K0.12%+48913F-HRTimeline
Lewis Asset Management, LLC14,863$855K0.35%+1,92413F-HRTimeline
Latitude Advisors, LLC14,843$854K0.39%+3213F-HRTimeline
B. Riley Wealth Advisors, Inc.14,838$853K0.04%-1,25613F-HRTimeline
Clay Northam Wealth Management, LLC14,512$835K0.48%+313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC14,314$823K0.02%-6,18013F-HRTimeline
BCS Wealth Management14,237$819K0.18%+55113F-HRTimeline
Tandem Financial, LLC14,222$818K0.3%-2,08213F-HRTimeline
Chung Wu Investment Group, LLC14,215$818K0.68%-24,77113F-HRTimeline
EHRLICH FINANCIAL GROUP14,159$814K0.48%+78713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,086$810K<0.01%-7,19313F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC14,078$810K0.25%+31413F-HRTimeline
Greenwich Wealth Management LLC14,031$807K0.04%-1,01713F-HRTimeline
Abbot Financial Management, Inc.14,020$806K0.34%+1,08813F-HRTimeline
Fermata Advisors, LLC13,958$803K0.2%+5,76313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,939$802K<0.01%+2,23913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP13,875$798K<0.01%+4,33113F-HRTimelineGroup
CAP Partners, LLC13,755$791K0.45%-33113F-HRTimeline
Triumph Capital Management13,750$791K0.21%+69513F-HR/ATimeline
WEALTHSPAN PARTNERS, LLC13,708$788K0.3%+4,63013F-HRTimeline
Golden State Wealth Management, LLC13,671$786K0.09%+1,69413F-HRTimeline
SIMPLEX TRADING, LLC13,648$785K0.02%new13F-HRTimeline
TD Waterhouse Canada Inc.13,720$785K0.01%-1,55113F-HRTimeline
OPTIMA CAPITAL LLC13,614$783K0.38%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC13,580$781K0.44%013F-HRTimeline
COZAD ASSET MANAGEMENT INC13,580$781K0.06%+3,91513F-HRTimeline
Jacobi Capital Management LLC13,564$780K0.05%+21013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…13,517$777K0.5%-18,29913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,478$775K0.06%-20013F-HRTimeline
JSF Financial, LLC13,416$772K0.17%-20013F-HRTimeline
Keystone Wealth Services, LLC13,272$763K0.17%-72713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,225$761K<0.01%-7,53713F-HRTimelineGroup
MAI Capital Management13,167$757K<0.01%+3,04813F-HRTimeline
Gateway Wealth Partners, LLC13,152$756K0.1%+5,55313F-HRTimeline
Total Clarity Wealth Management, Inc.13,031$750K0.2%+42313F-HRTimeline
Gotham Asset Management, LLC12,888$741K<0.01%013F-HRTimeline
CALTON & ASSOCIATES, INC.12,747$733K0.11%+47913F-HRTimeline
TigerOak Management, L.L.C.12,681$729K0.23%+2,93213F-HRTimeline
Global Wealth Strategies & Associates12,671$729K0.19%-77613F-HRTimeline
MEANS INVESTMENT CO., INC.12,605$725K0.06%-86513F-HRTimeline
Global Wealth Management Investment Adv…12,586$724K0.12%+6813F-HRTimeline
DOVER ADVISORS, LLC12,584$724K0.29%-8913F-HRTimeline
Skyline Advisors, Inc.12,530$721K0.25%-213F-HRTimeline
Crossmark Global Holdings, Inc.12,496$719K0.01%-1,68113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC12,496$719K0.08%-6,85213F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.12,353$711K0.09%+3813F-HRTimeline
Perigon Wealth Management, LLC12,315$708K0.01%+1,51913F-HRTimeline
Focus Financial Network, Inc.12,314$708K0.03%+3013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…12,300$707K0.03%-2,70013F-HRTimeline
Southland Equity Partners LLC12,213$702K0.14%+9413F-HRTimeline
Ironsides Asset Advisors, LLC12,207$702K0.18%-99913F-HRTimeline
Owen LaRue, LLC12,132$698K0.27%-6,31713F-HRTimeline
RDA Financial Network12,117$697K0.17%+3,17213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…12,000$690K<0.01%013F-HRTimelineGroup
BLVD Private Wealth, LLC11,901$685K0.59%+1,49113F-HRTimeline
Atria Investments, Inc11,883$683K0.01%-1,20013F-HRTimeline
Kelly Financial Services LLC11,807$679K0.18%+46213F-HRTimeline
Helium Advisors LLC11,642$670K0.56%-4,12213F-HRTimeline
Meridian Financial Partners LLC11,602$669K0.28%-87513F-HRTimeline
Grant Private Wealth Management Inc11,499$661K0.41%new13F-HRTimeline
ELCO Management Co., LLC11,475$660K0.34%+57513F-HRTimeline
Prosperity Consulting Group, LLC11,350$653K0.03%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC11,257$648K0.28%-72513F-HRTimeline
AssuredPartners Investment Advisors, LLC11,227$646K0.14%new13F-HRTimeline
Mayflower Financial Advisors, LLC11,037$635K0.08%+1413F-HRTimeline
Rockingstone Advisors LLC10,950$630K0.31%-53013F-HRTimeline
Boreal Capital Management LLC10,928$629K0.51%+86313F-HRTimeline
Syntegra Private Wealth Group, LLC10,765$619K0.06%+1,08513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC10,759$619K0.04%-21213F-HRTimeline
Corps Capital Advisors, LLC10,758$619K0.94%+29613F-HRTimeline
Qube Research & Technologies Ltd10,650$613K<0.01%+1,24013F-HRTimeline
National Philanthropic Trust10,632$612K0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,622$611K<0.01%-1,13913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,593$609K0.01%-2,85413F-HRTimelineGroup
Independence Bank of Kentucky10,520$605K0.08%013F-HRTimeline
Galvin, Gaustad & Stein, LLC10,500$604K0.05%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.10,483$603K0.2%-1,48813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC10,477$603K0.05%+2,50313F-HR/ATimeline
Pacific Center for Financial Services10,466$602K0.15%+11813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC10,430$600K0.15%-10,56613F-HRTimeline
Ashton Thomas Private Wealth, LLC10,412$599K0.02%+1,65313F-HRTimeline
Capital Advisors, Ltd. LLC10,343$595K0.07%+3213F-HRTimeline
BTS Asset Management, Inc.10,249$590K0.76%+16613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC10,189$586K0.04%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …10,140$583K0.05%-35113F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV10,047$578K0.17%+35313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC10,065$574K<0.01%new13F-HRTimelineGroup
Betterment LLC9,956$573K<0.01%-46713F-HRTimeline
Concorde Asset Management, LLC9,989$572K0.24%13F-HRTimeline
Financial Guidance Group, Inc.9,825$565K0.25%+5,02813F-HRTimeline
Shepherd Financial Partners LLC9,817$565K0.05%013F-HRTimeline
Capstone Financial Advisors, Inc.9,812$564K0.03%new13F-HRTimeline
Discipline Wealth Solutions, LLC9,752$561K0.15%new13F-HRTimeline
PATRON PARTNERS, LLC9,699$558K0.25%+4,80013F-HRTimeline
Autumn Glory Partners, LLC9,670$556K0.23%+1,33513F-HRTimeline
YARGER WEALTH STRATEGIES, LLC9,662$556K0.25%+14813F-HRTimeline
Lokken Investment Group LLC9,639$554K0.19%+5,07713F-HRTimeline
Narus Financial Partners, LLC9,600$552K0.15%-10013F-HR/ATimeline
Castle Rock Wealth Management, LLC9,619$551K0.12%-32913F-HRTimeline
Tyche Wealth Partners LLC9,503$547K0.1%+1,95513F-HRTimeline
Marion Wealth Management9,449$544K0.13%-33713F-HRTimeline
Fearless Solutions, LLC dba Best Invest9,373$539K0.35%-14113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,369$539K<0.01%-33013F-HRTimelineGroup
Wealthspire Retirement, LLC9,185$528K0.03%-2,18513F-HR/ATimeline
INDEPENDENT INVESTORS INC9,045$520K0.1%+4,00013F-HRTimeline
Redhawk Wealth Advisors, Inc.9,040$520K0.06%-1,04513F-HRTimeline
Westend Capital Management, LLC9,000$518K0.15%-1,76013F-HRTimeline
Rothschild Wealth LLC8,969$516K0.11%+1,90813F-HRTimeline
Oxinas Partners, LLC8,916$513K0.27%-22,20913F-HRTimeline
Putney Financial Group LLC8,865$510K0.51%+7,14013F-HRTimeline
Mendel Capital Management LLC8,802$506K0.27%+77113F-HRTimeline
Key Client Fiduciary Advisors, LLC8,773$505K0.17%+52313F-HRTimeline
Murphy & Mullick Capital Management Corp8,615$501K0.37%+1,47113F-HRTimeline
Family Investment Center, Inc.8,706$501K0.1%+3,07513F-HRTimeline
Allen Capital Group, LLC8,652$498K0.05%+1,36113F-HRTimeline
LANARK FINANCIAL, INC.8,619$496K0.04%+14013F-HRTimeline
CIBC WORLD MARKET INC.8,561$492K<0.01%-79413F-HRTimeline
Independent Wealth Network Inc.8,524$490K0.16%+4,11613F-HRTimeline
Strategic Advisors LLC8,446$486K0.08%+4,14713F-HRTimeline
Mascagni Wealth Management, Inc.8,193$471K0.36%-2,01513F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC8,190$471K0.04%-6,11013F-HRTimeline
GWN SECURITIES INC.8,116$467K0.11%-19113F-HRTimeline
Savvy Advisors, Inc.8,109$466K0.02%+2,51713F-HRTimeline
Harvest Investment Services, LLC8,080$465K0.09%+2313F-HRTimeline
Balboa Wealth Partners8,067$464K0.08%-9213F-HRTimeline
Guardian Financial Partners, LLC8,000$460K0.19%new13F-HRTimeline
Socha Financial Group, LLC7,959$458K0.19%-5,36113F-HRTimeline
Carnegie Lake Advisors LLC7,955$458K0.18%+26513F-HRTimeline
Legacy Private Trust Co.7,955$458K0.03%013F-HRTimeline
Sound Income Strategies, LLC7,919$456K0.02%-39413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…7,912$455K0.14%+2,81813F-HRTimeline
Private Capital Advisors, Inc.7,886$454K0.05%013F-HRTimeline
Westside Investment Management, Inc.7,922$453K0.07%+11513F-HRTimeline
Modera Wealth Management, LLC7,860$452K0.01%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …7,641$440K0.03%+99313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,553$434K0.04%new13F-HRTimelineGroup
SEARLE & CO.7,490$431K0.11%013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…7,430$427K0.19%new13F-HRTimeline
Matisse Capital7,399$426K0.19%+3,19913F-HRTimeline
Triton Wealth Management, PLLC7,148$423K0.16%new13F-HRTimeline
Pointe Capital Management LLC7,320$421K0.21%013F-HRTimeline
Montecito Bank & Trust7,310$420K0.07%13F-HRTimeline
Cascade Wealth Advisors, Inc7,150$420K0.21%-66113F-HRTimeline
Fortis Advisors, LLC7,143$411K0.23%+17713F-HRTimeline
SevenBridge Financial Group, LLC6,953$408K0.07%-1,48013F-HRTimeline
Triad Wealth Partners, LLC7,068$407K0.05%new13F-HRTimeline
Crewe Advisors LLC7,061$406K0.04%new13F-HRTimeline
UMB Bank, n.a.7,000$403K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacy Wealth Management, LLC / MS6,990$402K0.12%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,943$399K0.02%+90013F-HRTimelineGroup
Cyndeo Wealth Partners, LLC6,938$399K0.02%+81813F-HRTimeline
MJP ASSOCIATES INC /ADV6,929$399K0.05%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,900$397K0.06%new13F-HRTimeline
Richmond Investment Services, LLC6,884$396K0.07%+13213F-HRTimeline
Independence Asset Advisors, LLC6,809$391K0.17%new13F-HRTimeline
Virtue Capital Management, LLC102,000$381K0.06%new13F-HR/ATimeline
Van Hulzen Asset Management, LLC6,616$381K0.03%+28013F-HRTimeline
Birchcreek Wealth Management, LLC6,570$378K0.2%013F-HRTimeline
Legacy Financial Strategies, LLC6,505$374K0.07%+1,31013F-HRTimeline
Comprehensive Money Management Services…6,435$370K0.26%+1,94513F-HRTimeline
Arlington Financial Advisors, LLC6,400$368K0.05%new13F-HRTimeline
WealthShield Partners, LLC6,394$368K0.04%-83613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC6,340$365K0.06%-35313F-HRTimeline
XML Financial, LLC6,255$360K0.03%-1,10013F-HRTimeline
Sequoia Financial Advisors, LLC6,244$359K<0.01%+1,22413F-HRTimeline
Baker Avenue Asset Management, LP6,218$358K0.01%013F-HRTimeline
THOMPSON DAVIS & CO., INC.6,212$357K0.22%+51213F-HRTimeline
Raub Brock Capital Management LP6,163$354K0.08%new13F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC6,150$354K0.24%+1,00013F-HR/ATimeline
Seelaus Asset Management LLC6,147$354K0.28%-13813F-HR/ATimeline
Meadowbrook Wealth Management, LLC6,114$352K0.37%13F-HRTimeline