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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

960 managers (970 13F filers) reported a position in JEPQ shares at 2026-03-31, 186,921,233 shares in all. 94 filers opened a position and 65 filers sold out during the quarter.

Managers
960
13F filers
970
New
94
Added
494
Reduced
263
Sold out
65
Shares held by filers
186,921,233

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
COZAD ASSET MANAGEMENT INC21,170$1.18M0.09%+4,05113F-HRTimeline
QP WEALTH MANAGEMENT, LLC21,095$1.17M2.01%-9,57213F-HRTimeline
Intrua Financial, LLC20,958$1.16M0.12%-2213F-HRTimeline
Sterling Investment Advisors, Ltd.20,956$1.16M0.21%-65313F-HRTimeline
Helium Advisors LLC20,863$1.16M1.11%+4,95313F-HRTimeline
Yukon Wealth Management, Inc.20,565$1.14M0.68%+48913F-HRTimeline
Global Wealth Management Investment Adv…20,527$1.14M0.18%+1,74513F-HRTimeline
ORBA Wealth Advisors, L.L.C.20,434$1.13M1.35%-5,62413F-HRTimeline
Finivi Inc.20,377$1.13M0.62%-78013F-HRTimeline
National Philanthropic Trust20,350$1.13M0.01%+1,10013F-HRTimeline
Betterment LLC20,195$1.12M<0.01%+4,03513F-HRTimeline
Gotham Asset Management, LLC20,074$1.11M<0.01%013F-HRTimeline
Tactive Advisors, LLC19,874$1.1M0.31%-46313F-HRTimeline
Xcel Wealth Management, LLC19,832$1.1M0.31%+3,10513F-HRTimeline
NewEdge Wealth, LLC19,696$1.09M0.01%+2,86113F-HRTimeline
John W. Brooker & Co., CPAs19,687$1.09M1.72%+6,82013F-HRTimeline
GM Advisory Group, LLC19,516$1.08M0.04%+17013F-HRTimeline
Millennium Capital Advisors, LLC19,486$1.08M0.67%+7513F-HRTimeline
Palogic Value Management, L.P.19,400$1.08M0.47%+5,00013F-HRTimeline
PFG Advisors19,379$1.08M0.05%-3,64213F-HRTimeline
NCM Capital Management, LLC19,263$1.07M0.38%+30213F-HRTimeline
Wealth Management Partners, LLC19,185$1.07M0.3%+1,16413F-HRTimeline
Ruggiero Investments, Inc.18,837$1.05M1.01%+39613F-HRTimeline
Foster Victor Wealth Advisors, LLC17,837$1.04M0.06%+3,93913F-HRTimeline
FNY Investment Advisers, LLC18,767$1.04M0.46%-40013F-HRTimeline
PlanVest Financial, Inc18,746$1.04M0.79%13F-HRTimeline
Vestmark Advisory Solutions, Inc.18,640$1.03M0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC18,640$1.03M0.02%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.18,496$1.03M0.06%+1,91513F-HRTimelineGroup
Merit Financial Group, LLC18,308$1.02M0.01%-1,45013F-HRTimeline
Round Rock Advisors LLC18,185$1.01M0.15%-1,18013F-HRTimeline
Lewis Asset Management, LLC18,081$1M0.41%+1,72013F-HRTimeline
WEALTHSPAN PARTNERS, LLC18,079$1M0.35%+1,24613F-HRTimeline
DB&C Advisors, LLC18,045$1M1.3%+1,41713F-HRTimeline
Abbot Financial Management, Inc.18,014$1M0.42%+4,40313F-HRTimeline
Cooper Financial Group17,964$997K0.1%-1,11313F-HRTimeline
NOVEM GROUP17,837$990K0.11%+9413F-HRTimeline
Innovative Advisory Group, LLC17,811$989K0.87%-3,56313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP17,741$985K<0.01%-20413F-HRTimelineGroup
Future Financial Wealth Managment LLC16,699$977K0.63%-6613F-HRTimeline
Legacy Private Trust Co.17,570$975K0.06%+9,61513F-HRTimeline
Redwood Financial Network Corp17,525$973K0.64%-7213F-HRTimeline
HBK Sorce Advisory LLC16,165$964K0.02%-12,28413F-HRTimeline
Comprehensive Financial Planning, Inc./…17,292$960K0.66%+1,55313F-HRTimeline
Bridgewealth Advisory Group, LLC17,118$950K0.2%-1,57513F-HRTimeline
Abel Hall, LLC17,100$949K0.2%013F-HRTimeline
Emissary Wealth LLC17,061$947K0.89%-17513F-HRTimeline
GC Wealth Management RIA, LLC17,055$947K0.04%-48,39113F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA17,594$946K0.03%+29013F-HRTimelineGroup
Signal Advisors Wealth, LLC17,001$944K0.06%+8,68013F-HRTimeline
Consilium Wealth Advisory, LLC16,950$941K0.32%+21713F-HRTimeline
Sunbelt Securities, Inc.16,900$938K0.06%-2,09913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC16,789$932K0.22%-2,40413F-HRTimeline
Latitude Advisors, LLC16,741$929K0.43%+1,67013F-HRTimeline
Prosperity Consulting Group, LLC16,711$928K0.04%013F-HRTimeline
Great Diamond Partners, LLC16,519$917K0.18%-6313F-HRTimeline
HANCOCK WHITNEY CORP15,514$917K0.02%new13F-HRTimeline
Strong Retirement Solutions LLC16,440$913K0.64%+8,46313F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT16,373$909K0.44%+8013F-HRTimeline
Retirement Planning Group, LLC16,351$908K0.03%new13F-HRTimeline
Cherry Tree Wealth Management, LLC16,205$900K0.19%-1,47413F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC16,044$891K0.73%+58113F-HRTimeline
Stonebridge Financial Group, LLC15,995$888K0.07%+8113F-HRTimeline
PRIVATE TRUST CO NA15,968$887K0.08%-1,19013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp15,863$881K0.09%+1,68913F-HRTimelineGroup
Savvy Advisors, Inc.15,845$880K0.02%+2,11913F-HRTimeline
TWO SIGMA SECURITIES, LLC15,747$874K0.1%new13F-HRTimeline
Cypress Wealth Services, LLC15,581$865K0.12%-613F-HRTimeline
Advance Capital Management, Inc.15,573$865K0.03%-1,04513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC15,569$864K0.26%+9,58913F-HRTimeline
SteelPeak Wealth, LLC15,458$858K0.03%+3,25613F-HRTimeline
OPTIMA CAPITAL LLC15,428$857K0.4%+1,11313F-HRTimeline
Bell Bank15,335$851K0.04%-22513F-HRTimeline
Key Client Fiduciary Advisors, LLC15,321$851K0.29%+6,68413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC15,256$847K0.07%+10,73513F-HRTimelineGroup
Annex Advisory Services, LLC15,205$844K0.02%-2,31513F-HRTimeline
Corps Capital Advisors, LLC15,062$836K0.73%+413F-HRTimeline
Ethos Capital Management, Inc.15,048$835K0.72%-3,96613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,038$835K0.04%-20,49613F-HRTimelineGroup
Base Wealth Management LLC14,928$829K0.46%new13F-HRTimeline
Chung Wu Investment Group, LLC14,915$828K0.71%+90013F-HRTimeline
Jacobi Capital Management LLC14,885$826K0.05%+24013F-HRTimeline
Asset Allocation Strategies LLC14,778$820K0.15%-2,29213F-HRTimeline
TigerOak Management, L.L.C.14,733$818K0.26%+1,81213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC14,681$815K0.09%-1,09013F-HRTimelineGroup
Fermata Advisors, LLC14,679$815K0.18%+68813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,656$814K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC14,519$806K0.01%-6,05213F-HR/ATimeline
OneDigital Investment Advisors LLC14,455$803K0.01%-1,37813F-HRTimeline
Clay Northam Wealth Management, LLC14,405$800K0.45%-11013F-HRTimeline
Dynasty Wealth Management, LLC14,393$799K0.01%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT14,370$798K0.01%-1,16713F-HR/ATimeline
Armor Investment Advisors, LLC14,368$798K0.29%-2,41213F-HRTimeline
Total Clarity Wealth Management, Inc.14,312$795K0.19%+1,25013F-HRTimeline
SCOTIA CAPITAL INC.14,250$791K<0.01%-15,40413F-HRTimeline
Autumn Glory Partners, LLC14,215$789K0.29%+4,54513F-HRTimeline
Tepp RIA, LLC14,187$788K0.62%+2,51813F-HRTimeline
Owen LaRue, LLC14,095$783K0.3%-3,96713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC14,075$781K0.42%+27013F-HR/ATimeline
Greater Midwest Financial Group, LLC14,072$781K0.42%-81,02713F-HRTimeline
OLD MISSION CAPITAL LLC14,062$781K0.02%-6,00313F-HRTimeline
5T Wealth, LLC14,050$780K0.31%-73813F-HRTimeline
Perigon Wealth Management, LLC14,035$779K0.01%+69613F-HRTimeline
WESBANCO BANK INC14,014$778K0.02%-2,65413F-HRTimeline
Aurora Private Wealth, Inc.13,309$774K0.55%013F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding13,858$770K+6,226Timeline
Fourth Dimension Wealth, LLC13,850$769K0.29%+2,45713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC13,797$766K<0.01%-1,86213F-HRTimelineGroup
Strategic Advisors LLC13,737$763K0.13%+1,78613F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV13,670$759K0.22%+3,52213F-HRTimeline
Grant Private Wealth Management Inc13,627$757K0.4%+1,87713F-HRTimeline
YARGER WEALTH STRATEGIES, LLC13,592$755K0.31%+6513F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.13,572$753K0.24%+4,19813F-HRTimeline
JSF Financial, LLC13,550$752K0.15%-12,16113F-HRTimeline
Soltis Investment Advisors LLC13,524$751K0.05%-3,76813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC13,271$737K0.05%+1,20413F-HRTimeline
CAP Partners, LLC13,161$731K0.41%+31913F-HRTimeline
Capstone Financial Advisors, Inc.13,152$730K0.04%+2,92813F-HRTimeline
BECKER CAPITAL MANAGEMENT INC13,144$730K0.02%-1,17013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,135$729K0.06%-38213F-HRTimeline
Plan Group Financial, LLC13,032$724K0.17%+4,25413F-HRTimeline
Investment Planning Advisors, Inc.12,902$716K0.2%+99213F-HRTimeline
HighPoint Advisor Group LLC12,683$704K0.03%+1,78813F-HRTimeline
Asset One Wealth Management LLC11,928$699K0.08%new13F-HRTimeline
Tyche Wealth Partners LLC12,580$698K0.11%+2,03313F-HRTimeline
AMERIFLEX GROUP, INC.12,542$696K0.35%-1,40413F-HRTimeline
Atria Investments, Inc12,521$695K0.01%-41413F-HRTimeline
Tempo Wealth, LLC12,493$694K0.12%-1,54813F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.12,478$693K0.08%+8513F-HRTimeline
Fullerton Advisors, LLC12,471$692K0.72%-88113F-HRTimeline
MAI Capital Management12,464$692K<0.01%-2,53913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC12,462$692K0.15%+26013F-HRTimeline
RBA Wealth Management, LLC12,395$688K0.25%+3,79713F-HRTimeline
Crewe Advisors LLC12,037$668K0.06%+2,73113F-HRTimeline
Ashton Thomas Private Wealth, LLC12,004$666K0.02%+3,24513F-HRTimeline
EHRLICH FINANCIAL GROUP11,936$663K0.38%-51613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC11,812$656K0.01%+6,52713F-HRTimeline
MSH Capital Advisors LLC11,780$654K0.14%+1,72513F-HRTimeline
Kelly Financial Services LLC11,724$651K0.16%+32513F-HRTimeline
Strategic Blueprint, LLC11,705$650K0.04%+2,68013F-HRTimeline
LANARK FINANCIAL, INC.11,696$649K0.05%+1,13713F-HRTimeline
Innovative Wealth Building LLC11,630$646K0.45%-1,74913F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.11,541$641K0.38%+3,39213F-HRTimeline
Independent Wealth Network Inc.11,498$638K0.19%+3,45813F-HRTimeline
Elevation Wealth Management LLC11,479$637K0.59%+89513F-HRTimeline
Wealth Watch Advisors, INC11,464$636K0.27%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC11,425$634K0.12%new13F-HRTimeline
ELCO Management Co., LLC11,375$632K0.3%013F-HRTimeline
PATRON PARTNERS, LLC11,359$631K0.28%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP11,306$628K0.04%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC11,302$627K0.21%-1,48813F-HRTimeline
IEQ CAPITAL, LLC11,274$626K<0.01%013F-HRTimeline
RDA Financial Network11,241$624K0.16%-18413F-HRTimeline
TopTier Wealth Management, LLC11,180$621K0.38%-1,70913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC11,153$619K0.04%+9613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,960$608K<0.01%-3,16013F-HRTimelineGroup
Meridian Wealth Management, LLC10,896$605K0.02%-1,82013F-HRTimeline
Johnson & White Wealth Management, LLC10,871$604K0.26%-5,44713F-HRTimeline
BLVD Private Wealth, LLC10,851$602K0.52%-1,21213F-HRTimeline
Signature Equity Partners, LLC10,827$601K0.32%+71813F-HRTimeline
PCM Encore, LLC10,785$599K0.12%+27013F-HRTimeline
Pacific Center for Financial Services10,718$595K0.15%+25213F-HRTimeline
Marmo Financial Group, LLC10,706$594K0.29%+9813F-HRTimeline
Castle Rock Wealth Management, LLC10,674$593K0.13%+65013F-HRTimeline
BTS Asset Management, Inc.10,677$593K2.28%+77313F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC10,603$589K0.27%+6,92913F-HRTimeline
Wealthspire Advisors, LLC10,602$589K<0.01%+5,08813F-HRTimeline
Rockingstone Advisors LLC10,600$589K0.27%+17013F-HRTimeline
Syntegra Private Wealth Group, LLC10,583$588K0.06%-18213F-HRTimeline
Capital Advisors, Ltd. LLC10,561$586K0.07%+2413F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC10,505$583K0.13%+6,30513F-HRTimeline
Global Wealth Strategies & Associates10,453$580K0.14%+39813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO10,421$579K0.01%+19713F-HRTimeline
Murphy & Mullick Capital Management Corp10,394$577K0.43%+1,21313F-HRTimeline
Mayflower Financial Advisors, LLC10,375$576K0.07%+7413F-HRTimeline
Southland Equity Partners LLC10,234$568K0.11%-1,53413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …10,199$566K0.09%new13F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC10,189$566K0.04%013F-HRTimeline
WELLINGTON-ALTUS USA INC.9,191$565K0.33%+4,04613F-HRTimeline
Diligent Investors, LLC10,109$561K0.14%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,097$561K<0.01%+5,36413F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO9,774$558K0.15%+2,14313F-HRTimeline
Capital Asset Advisory Services LLC9,490$557K0.02%new13F-HRTimeline
Foguth Wealth Management, LLC.9,085$556K0.06%-85,73513F-HRTimeline
Orgel Wealth Management, LLC9,994$555K0.01%+4,84113F-HRTimeline
Darden Wealth Group Inc9,962$553K0.28%+1,85013F-HRTimeline
Narus Financial Partners, LLC9,871$548K0.14%+32113F-HRTimeline
Wealthspire Retirement, LLC9,825$546K0.03%+36713F-HRTimeline
Shepherd Financial Partners LLC9,817$545K0.05%013F-HRTimeline
Stirlingshire Investments, Inc.9,793$544K0.48%-8,34713F-HRTimeline
Allen Capital Group, LLC9,765$542K0.05%+62413F-HRTimeline
CRA Financial Services, LLC9,752$541K0.07%+4413F-HRTimeline
Matisse Capital9,724$540K0.23%+1,06513F-HRTimeline
Ironsides Asset Advisors, LLC9,660$536K0.13%-2,49813F-HRTimeline
Fearless Solutions, LLC dba Best Invest9,623$534K0.32%-21513F-HRTimeline
Oder Investment Management, LLC9,581$532K0.41%new13F-HRTimeline
Balboa Wealth Partners9,528$529K0.09%+70813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,420$523K0.03%-47813F-HRTimeline
Synergy Investment Management, LLC9,397$522K0.17%+47613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…9,328$518K0.19%+24813F-HRTimelineGroup