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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

931 managers (941 13F filers) reported a position in JEPQ shares at 2025-12-31, 174,704,370 shares in all. 90 filers opened a position and 57 filers sold out during the quarter.

Managers
931
13F filers
941
New
90
Added
459
Reduced
226
Sold out
57
Shares held by filers
174,704,370

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Coordinated Financial Services, Inc.19,378$1.13M0.65%+4,00513F-HRTimeline
Round Rock Advisors LLC19,365$1.13M0.17%+42013F-HR/ATimeline
GM Advisory Group, LLC19,346$1.12M0.04%new13F-HRTimeline
National Philanthropic Trust19,250$1.12M0.01%+8,61813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,246$1.12M<0.01%+9,87713F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC19,193$1.12M0.3%+5,11513F-HRTimeline
FNY Investment Advisers, LLC19,167$1.11M0.32%+40013F-HRTimeline
Cooper Financial Group19,077$1.11M0.12%+6413F-HRTimeline
Ethos Capital Management, Inc.19,014$1.11M1.04%13F-HRTimeline
Sunbelt Securities, Inc.18,999$1.1M0.07%-11,31713F-HRTimeline
NCM Capital Management, LLC18,961$1.1M0.41%+50113F-HRTimeline
Global Wealth Management Investment Adv…18,782$1.09M0.17%+6,19613F-HRTimeline
Bridgewealth Advisory Group, LLC18,693$1.09M0.24%-19,41113F-HRTimeline
Midwest Trust Co18,478$1.07M0.01%+35013F-HRTimeline
Ruggiero Investments, Inc.18,441$1.07M0.97%13F-HRTimeline
Stirlingshire Investments, Inc.18,140$1.06M0.94%13F-HRTimeline
Owen LaRue, LLC18,062$1.05M0.4%+5,93013F-HRTimeline
Wealth Management Partners, LLC18,021$1.05M0.3%-28713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP17,945$1.04M<0.01%+7,32313F-HR/ATimelineGroup
CVA Family Office, LLC17,905$1.04M0.12%+1,87213F-HRTimeline
NOVEM GROUP17,743$1.03M0.12%-15513F-HRTimeline
Cherry Tree Wealth Management, LLC17,679$1.03M0.22%-38913F-HRTimeline
Redwood Financial Network Corp17,597$1.02M0.65%-613F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA17,304$1.02M0.03%new13F-HRTimelineGroup
Annex Advisory Services, LLC17,520$1.02M0.02%+1,37513F-HRTimeline
Soltis Investment Advisors LLC17,292$1.01M0.07%+81013F-HR/ATimeline
Emissary Wealth LLC17,236$1M0.84%13F-HRTimeline
PRIVATE TRUST CO NA17,158$997K0.09%+62013F-HRTimeline
COZAD ASSET MANAGEMENT INC17,119$995K0.08%+3,53913F-HRTimeline
Abel Hall, LLC17,100$994K0.23%013F-HRTimeline
Asset Allocation Strategies LLC17,070$992K0.18%-73913F-HRTimeline
Triumph Capital Management17,038$990K0.21%+3,28813F-HRTimeline
NewEdge Wealth, LLC16,835$978K0.01%-21013F-HRTimeline
WEALTHSPAN PARTNERS, LLC16,833$978K0.36%+3,12513F-HRTimeline
Armor Investment Advisors, LLC16,780$975K0.36%-65,46513F-HRTimeline
Pasadena Private Wealth, LLC16,749$973K0.13%+1,84413F-HRTimeline
Consilium Wealth Advisory, LLC16,733$972K0.36%+20213F-HRTimeline
Xcel Wealth Management, LLC16,727$972K0.25%+93113F-HRTimeline
Prosperity Consulting Group, LLC16,711$971K0.04%+5,36113F-HRTimeline
Future Financial Wealth Managment LLC16,765$971K0.65%+35013F-HRTimeline
WESBANCO BANK INC16,668$969K0.03%+75313F-HRTimeline
DB&C Advisors, LLC16,628$966K1.21%13F-HRTimeline
Advance Capital Management, Inc.16,618$966K0.04%-12113F-HRTimeline
Great Diamond Partners, LLC16,582$964K0.19%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,581$964K0.05%-85813F-HRTimelineGroup
HILLTOP WEALTH ADVISORS, LLC16,579$964K0.48%-3,29013F-HRTimeline
Putney Financial Group LLC16,480$958K0.9%+7,61513F-HRTimeline
Lewis Asset Management, LLC16,361$951K0.39%+1,49813F-HRTimeline
Johnson & White Wealth Management, LLC16,318$948K0.41%-12613F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT16,293$947K0.44%+28113F-HRTimeline
Paradigm, Strategies in Wealth Manageme…16,211$942K0.62%+2,69413F-HRTimeline
Betterment LLC16,160$939K<0.01%+6,20413F-HRTimeline
B. Riley Wealth Advisors, Inc.16,079$935K0.04%+1,24113F-HRTimeline
SFMG, LLC16,026$931K0.06%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC15,771$926K0.09%+31013F-HRTimelineGroup
Stonebridge Financial Group, LLC15,914$925K0.08%-22813F-HRTimeline
Helium Advisors LLC15,910$925K0.94%+4,26813F-HRTimeline
Nautilus Advisors LLC15,878$923K0.6%-8913F-HRTimeline
OneDigital Investment Advisors LLC15,833$920K0.01%-90713F-HRTimeline
Comprehensive Financial Planning, Inc./…15,739$915K0.6%-1,86613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC15,659$910K0.01%-2,65913F-HRTimelineGroup
Cypress Wealth Services, LLC15,587$906K0.13%+11,76513F-HRTimeline
Bell Bank15,560$904K0.04%-8613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT15,537$903K0.01%-12413F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC15,463$899K0.73%+27913F-HRTimeline
Latitude Advisors, LLC15,071$876K0.39%+22813F-HRTimeline
Corps Capital Advisors, LLC15,058$875K0.91%+4,30013F-HRTimeline
MAI Capital Management15,003$872K0.01%+1,83613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…15,000$872K<0.01%+3,00013F-HRTimelineGroup
5T Wealth, LLC14,788$860K0.34%-1,17513F-HRTimeline
Jacobi Capital Management LLC14,645$851K0.05%+1,08113F-HRTimeline
Clay Northam Wealth Management, LLC14,515$844K0.47%+313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC14,314$840K0.02%013F-HRTimeline
OPTIMA CAPITAL LLC14,315$837K0.36%+70113F-HRTimeline
Palogic Value Management, L.P.14,400$837K0.36%new13F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp14,174$824K0.08%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,120$821K<0.01%+24513F-HRTimelineGroup
Foster Victor Wealth Advisors, LLC13,898$819K0.05%-1,08513F-HRTimeline
TD Waterhouse Canada Inc.14,058$817K0.01%+33813F-HRTimeline
Tempo Wealth, LLC14,041$816K0.15%13F-HRTimeline
Chung Wu Investment Group, LLC14,015$815K0.67%-20013F-HRTimeline
Fermata Advisors, LLC13,991$813K0.2%+3313F-HRTimeline
AMERIFLEX GROUP, INC.13,946$811K0.42%+9,78813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC13,805$802K0.44%+22513F-HRTimeline
Savvy Advisors, Inc.13,726$798K0.03%+5,61713F-HRTimeline
Abbot Financial Management, Inc.13,611$791K0.33%-40913F-HRTimeline
YARGER WEALTH STRATEGIES, LLC13,527$786K0.34%+3,86513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,517$786K0.06%+3913F-HRTimeline
Keystone Wealth Services, LLC13,468$783K0.16%+19613F-HRTimeline
Greenwich Wealth Management LLC13,406$779K0.03%-62513F-HRTimeline
Thompson David Blair13,403$779K0.44%13F-HRTimeline
Skyline Advisors, Inc.13,399$779K0.26%+86913F-HRTimeline
Innovative Wealth Building LLC13,379$778K0.57%-1,87613F-HRTimeline
Fullerton Advisors, LLC13,352$776K0.78%13F-HRTimeline
Perigon Wealth Management, LLC13,339$775K0.01%+1,02413F-HRTimeline
Aurora Private Wealth, Inc.13,309$774K0.51%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.13,094$761K0.5%-9,25413F-HRTimeline
Total Clarity Wealth Management, Inc.13,062$759K0.18%+3113F-HRTimeline
Atria Investments, Inc12,935$752K0.01%+1,05213F-HRTimeline
TigerOak Management, L.L.C.12,921$751K0.23%+24013F-HRTimeline
TopTier Wealth Management, LLC12,889$749K0.51%13F-HRTimeline
CALTON & ASSOCIATES, INC.12,879$749K0.11%+13213F-HRTimeline
John W. Brooker & Co., CPAs12,867$748K1.34%+7,97813F-HRTimeline
CAP Partners, LLC12,842$746K0.42%-91313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC12,790$744K0.27%+1,53313F-HRTimeline
Meridian Wealth Management, LLC12,716$739K0.03%+8,06813F-HRTimeline
Tandem Financial, LLC12,821$729K0.88%-1,40113F-HRTimeline
EHRLICH FINANCIAL GROUP12,452$724K0.41%-1,70713F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.12,393$720K0.08%+4013F-HRTimeline
SteelPeak Wealth, LLC12,202$716K0.02%-12,14013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…12,300$715K0.03%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC12,202$709K0.16%+1,77213F-HRTimeline
Meridian Financial Partners LLC12,078$708K0.28%+47613F-HRTimeline
Ironsides Asset Advisors, LLC12,158$707K0.18%-4913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC12,067$701K0.05%+1,59013F-HR/ATimeline
BLVD Private Wealth, LLC12,063$701K0.61%+16213F-HRTimeline
Strategic Advisors LLC11,951$695K0.11%+3,50513F-HRTimeline
Investment Planning Advisors, Inc.11,910$692K0.2%-9,66813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS11,781$685K0.03%new13F-HRTimelineGroup
Southland Equity Partners LLC11,768$684K0.13%-44513F-HRTimeline
Grant Private Wealth Management Inc11,750$683K0.41%+25113F-HRTimeline
Tepp RIA, LLC11,669$678K0.67%+6,05513F-HRTimeline
IMC-Chicago, LLC11,485$668K0.01%new13F-HRTimeline
RDA Financial Network11,425$664K0.16%-69213F-HRTimeline
Discipline Wealth Solutions, LLC11,403$663K0.12%+1,65113F-HRTimeline
Kelly Financial Services LLC11,399$662K0.17%-40813F-HRTimeline
Fourth Dimension Wealth, LLC11,393$662K0.24%+10,90613F-HRTimeline
ELCO Management Co., LLC11,375$661K0.42%-10013F-HRTimeline
PATRON PARTNERS, LLC11,359$660K0.29%+1,66013F-HRTimeline
IEQ CAPITAL, LLC11,274$655K<0.01%+7,57413F-HRTimeline
Focus Financial Network, Inc.11,015$647K0.02%-1,29913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC11,057$643K0.04%+29813F-HRTimeline
HighPoint Advisor Group LLC10,895$633K0.01%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC10,878$632K0.04%+6,29313F-HRTimeline
Advisor Resource Council10,600$629K0.22%new13F-HRTimeline
Syntegra Private Wealth Group, LLC10,765$626K0.06%013F-HRTimeline
Elevation Wealth Management LLC10,584$621K0.6%13F-HRTimeline
Marmo Financial Group, LLC10,608$617K0.29%new13F-HRTimeline
MEANS INVESTMENT CO., INC.10,586$615K0.05%-2,01913F-HRTimeline
LANARK FINANCIAL, INC.10,559$614K0.05%+1,94013F-HRTimeline
Tyche Wealth Partners LLC10,547$613K0.1%+1,04413F-HRTimeline
Capital Advisors, Ltd. LLC10,537$612K0.07%+19413F-HRTimeline
PCM Encore, LLC10,515$611K0.13%13F-HRTimeline
Galvin, Gaustad & Stein, LLC10,500$610K0.05%013F-HRTimeline
Rockingstone Advisors LLC10,430$606K0.28%-52013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …10,416$605K0.03%+27613F-HRTimelineGroup
Significant Wealth Partners LLC10,373$603K0.67%new13F-HRTimeline
Pacific Center for Financial Services10,466$602K0.15%013F-HRTimeline
Mayflower Financial Advisors, LLC10,301$599K0.07%-73613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO10,224$594K0.01%new13F-HRTimeline
Capstone Financial Advisors, Inc.10,224$594K0.03%+41213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC10,189$592K0.04%013F-HRTimeline
CIBC WORLD MARKET INC.10,162$591K<0.01%+1,60113F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV10,148$590K0.16%+10113F-HRTimeline
Signature Equity Partners, LLC10,109$588K0.32%13F-HRTimeline
Castle Rock Wealth Management, LLC10,024$584K0.13%+40513F-HRTimeline
Global Wealth Strategies & Associates10,055$584K0.15%-2,61613F-HRTimeline
MSH Capital Advisors LLC10,055$584K0.12%new13F-HRTimeline
Harvest Investment Services, LLC10,007$582K0.11%+1,92713F-HRTimeline
BTS Asset Management, Inc.9,904$575K0.78%-34513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,900$575K<0.01%+6,07813F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …9,898$575K0.03%+2,25713F-HRTimeline
Concorde Asset Management, LLC9,869$574K0.23%-12013F-HRTimeline
Ergawealth Advisors, Inc.9,846$572K0.26%-23,60613F-HRTimeline
Fearless Solutions, LLC dba Best Invest9,838$572K0.35%+46513F-HRTimeline
Shepherd Financial Partners LLC9,817$571K0.05%013F-HRTimeline
CRA Financial Services, LLC9,708$564K0.07%new13F-HRTimeline
Autumn Glory Partners, LLC9,670$562K0.2%013F-HRTimeline
Narus Financial Partners, LLC9,550$555K0.15%-5013F-HRTimeline
Wealthspire Retirement, LLC9,458$550K0.03%+27313F-HRTimeline
Marion Wealth Management9,217$546K0.12%-23213F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.9,374$545K0.17%-1,10913F-HRTimeline
Crewe Advisors LLC9,306$541K0.05%+2,24513F-HRTimeline
Murphy & Mullick Capital Management Corp9,181$534K0.38%+56613F-HRTimeline
Sequoia Financial Advisors, LLC9,155$532K<0.01%+2,91113F-HRTimeline
Allen Capital Group, LLC9,141$531K0.05%+48913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,121$530K0.06%-3,37513F-HRTimeline
INDEPENDENT INVESTORS INC9,120$530K0.1%+7513F-HRTimeline
Baker Avenue Asset Management, LP9,111$530K0.01%+2,89313F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…9,080$528K0.19%-46,91413F-HRTimelineGroup
Strategic Blueprint, LLC9,025$525K0.03%new13F-HRTimeline
Clearwave Capital, LLC8,948$520K0.38%13F-HRTimeline
Synergy Investment Management, LLC8,921$518K0.18%+2,83313F-HRTimeline
Westend Capital Management, LLC8,900$517K0.14%-10013F-HRTimeline
Ashton Thomas Private Wealth, LLC8,759$514K0.01%-1,65313F-HRTimeline
Balboa Wealth Partners8,820$513K0.08%+75313F-HRTimeline
Plan Group Financial, LLC8,778$510K0.13%+3,46313F-HRTimeline
Rothschild Wealth LLC8,710$506K0.05%-25913F-HR/ATimeline
NOVARE CAPITAL MANAGEMENT LLC8,665$504K0.04%+47513F-HRTimeline
Matisse Capital8,659$503K0.22%+1,26013F-HRTimeline
Key Client Fiduciary Advisors, LLC8,637$502K0.17%-13613F-HRTimeline
RBA Wealth Management, LLC8,598$500K0.17%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.8,597$500K0.06%-44313F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…8,451$491K0.14%+53913F-HRTimeline
Signal Advisors Wealth, LLC8,321$484K0.04%new13F-HRTimeline
Family Investment Center, Inc.8,104$474K0.1%-60213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,154$474K0.03%+1,21113F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…8,150$474K0.07%+1,25013F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.8,149$474K0.33%new13F-HRTimeline
Darden Wealth Group Inc8,112$471K0.23%new13F-HRTimeline