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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

1,018 managers (1,031 13F filers) reported a position in JEPQ shares at 2026-06-30, 198,527,872 shares in all. 119 filers opened a position and 52 filers sold out during the quarter.

Managers
1,018
13F filers
1,031
New
119
Added
538
Reduced
263
Sold out
52
Shares held by filers
198,527,872

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Fearless Solutions, LLC dba Best Invest9,588$589K0.31%-3513F-HRTimeline
BTS Asset Management, Inc.9,566$588K1.24%-1,11113F-HRTimeline
Synergy Investment Management, LLC9,562$588K0.14%+16513F-HRTimeline
Ironsides Asset Advisors, LLC9,560$588K0.14%-10013F-HRTimeline
Cyndeo Wealth Partners, LLC9,487$583K0.03%+2,44513F-HRTimeline
Clearwave Capital, LLC9,444$580K0.32%+49613F-HRTimeline
Balboa Wealth Partners9,434$580K0.08%-9413F-HRTimeline
ROMAN BUTLER FULLERTON & CO9,728$580K0.14%-4613F-HRTimeline
Baker Avenue Asset Management, LP9,411$578K0.01%+30013F-HRTimeline
Bogart Wealth, LLC9,371$576K0.02%+7,04013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …9,316$573K0.03%013F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…9,298$571K0.08%+10713F-HRTimeline
Rothschild Wealth LLC9,257$569K0.05%-1013F-HRTimeline
CALTON & ASSOCIATES, INC.9,238$568K0.08%new13F-HRTimeline
Markowski Investments9,199$565K0.12%13F-HRTimeline
OpenArc Corporate Advisory, LLC9,178$564K0.01%+2,45813F-HRTimeline
Integrated Financial Solutions, Inc.9,150$562K0.3%new13F-HRTimeline
Members Advisory Group LLC9,147$562K0.16%-133,66013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,140$562K0.05%+20513F-HRTimeline
Sequoia Financial Advisors, LLC9,139$562K<0.01%+5013F-HRTimeline
Mendel Capital Management LLC9,073$558K0.25%+35513F-HRTimeline
THOMPSON DAVIS & CO., INC.9,021$554K0.33%+4,10613F-HRTimeline
TFB Advisors LLC9,001$553K0.24%new13F-HRTimeline
UMB Bank, n.a.9,000$553K0.01%+1,50913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GABLES CAPITAL MANAGEMENT INC.8,925$549K0.2%+1,40013F-HRTimeline
RWA WEALTH PARTNERS, LLC8,908$547K0.01%013F-HRTimeline
Plus Group Wealth Advisors LLC8,858$544K0.51%+12413F-HRTimeline
PCM Encore, LLC8,836$543K0.1%-1,94913F-HRTimeline
SFMG, LLC8,833$543K0.03%+1,62113F-HRTimeline
Bauman Advisory Group, LLC8,832$543K0.29%+2,99713F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC9,425$542K0.59%+25813F-HRTimeline
Carnegie Lake Advisors LLC8,788$540K0.2%+74813F-HRTimeline
Per Stirling Capital Management, LLC.8,752$538K0.05%+1,29913F-HRTimeline
Discipline Wealth Solutions, LLC8,722$536K0.05%+1,50813F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC8,839$535K0.18%+1,91013F-HRTimelineGroup
Keystone Financial Group8,696$534K0.03%+1,07413F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC8,665$533K0.04%013F-HRTimeline
BRIGHTON JONES LLC8,622$530K0.01%+30813F-HRTimeline
Outlook Wealth Advisors, LLC8,616$530K0.11%new13F-HRTimeline
Wealth Management Partners, LLC8,611$529K0.12%-10,57413F-HRTimeline
Allied Private Wealth LLC8,892$529K0.34%13F-HRTimeline
FSM Wealth Advisors, LLC8,530$524K0.06%new13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC8,511$523K0.01%+4,30713F-HRTimeline
HAMEL ASSOCIATES, INC.8,462$520K0.14%+2,73513F-HRTimeline
INDEPENDENT INVESTORS INC8,410$517K0.1%-71013F-HRTimeline
Soundwatch Capital LLC8,404$517K0.06%-84013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC8,355$514K0.03%+1613F-HRTimeline
Williams Jones Wealth Management, LLC.8,350$513K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,302$510K<0.01%+7,60013F-HRTimelineGroup
Comprehensive Money Management Services…8,295$510K0.32%-40513F-HRTimeline
Family Investment Center, Inc.8,272$508K0.08%+2,11113F-HRTimeline
LaSalle St. Investment Advisors, LLC8,245$507K0.06%-24713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,162$502K<0.01%+2,42313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,150$501K<0.01%-2,81013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC8,105$498K<0.01%+5,97313F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC8,076$496K0.3%+3,39013F-HRTimeline
RMR Wealth Builders8,075$496K0.03%new13F-HRTimeline
Johnson Financial Group, LLC8,066$496K0.03%new13F-HRTimeline
Modera Wealth Management, LLC7,840$482K0.01%013F-HRTimeline
Advyzon Investment Management, LLC7,793$479K0.03%+82513F-HRTimeline
MEANS INVESTMENT CO., INC.7,761$477K0.04%+20013F-HRTimeline
GWN SECURITIES INC.7,725$475K0.08%-25313F-HRTimeline
Capital Advisors Wealth Management, LLC7,714$474K0.06%+2,55213F-HRTimeline
NWAM LLC7,687$472K0.02%+3,24113F-HRTimeline
Clarus Wealth Advisors7,923$471K0.18%new13F-HRTimeline
CENTRAL TRUST Co7,663$471K0.01%+93213F-HRTimeline
Redhawk Wealth Advisors, Inc.7,648$470K0.05%-43213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,642$470K<0.01%013F-HRTimelineGroup
FourThought Financial Partners, LLC7,623$469K0.04%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich7,600$467K<0.01%new13F-HRTimeline
FULCRUM WEALTH ADVISORS, LLC7,595$467K0.36%+1,60613F-HRTimeline
Fortis Advisors, LLC7,556$464K0.22%+3313F-HRTimeline
SEARLE & CO.7,490$460K0.1%013F-HRTimeline
Financial Sense Advisors, Inc.7,460$459K0.09%+20513F-HRTimeline
Texas Yale Capital Corp.7,375$453K0.01%+25013F-HRTimeline
APPLETON PARTNERS INC/MA7,340$451K0.03%+1,00013F-HRTimeline
Independence Asset Advisors, LLC7,324$450K0.12%+19113F-HRTimeline
Foguth Wealth Management, LLC.7,677$450K0.05%-1,40813F-HRTimeline
Harvest Investment Services, LLC7,313$449K0.07%-46813F-HRTimeline
WealthPLAN Partners, LLC7,298$449K0.09%+2,59213F-HRTimeline
Van Hulzen Asset Management, LLC7,289$448K0.03%+34013F-HRTimeline
Cadent Capital Advisors, LLC7,246$445K0.09%new13F-HRTimeline
First Heartland Consultants, Inc.7,235$445K0.03%+3,02013F-HRTimeline
Thomasville National Bank7,225$444K0.02%13F-HRTimeline
READYSTATE ASSET MANAGEMENT LP7,193$442K0.02%-4,11313F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA7,186$442K0.02%+5113F-HRTimeline
Marion Wealth Management7,112$437K0.09%-1,28313F-HRTimeline
Aspen Investment Management Inc7,115$437K0.12%+1,80013F-HRTimeline
Strait & Sound Wealth Management LLC7,104$437K0.15%+1,07413F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …7,056$434K0.07%13F-HRTimelineGroup
CWA Asset Management Group, LLC7,034$432K0.01%+6913F-HRTimeline
Legacy Wealth Management, LLC / MS6,990$430K0.11%013F-HRTimeline
Socha Financial Group, LLC6,971$428K0.17%013F-HRTimeline
Landmark Wealth Management, LLC6,931$426K0.1%new13F-HRTimeline
Greater Midwest Financial Group, LLC6,832$420K0.21%-7,24013F-HRTimeline
Dakota Wealth Management6,806$418K0.01%-24013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,730$414K0.03%-1,74013F-HRTimelineGroup
UNIQUE WEALTH, LLC6,697$412K0.05%new13F-HRTimeline
Milestone Asset Management Group, LLC6,696$412K0.21%+35813F-HRTimeline
GUIDANCE CAPITAL, INC6,918$410K0.09%+2,19313F-HRTimeline
PW Nova Financial Services LLC6,663$410K0.09%new13F-HRTimeline
Greenwich Wealth Management LLC6,632$408K0.01%-64213F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV6,605$406K0.3%+50013F-HRTimeline
WELLINGTON-ALTUS USA INC.7,228$401K0.29%-1,96313F-HRTimeline
White Knight Strategic Wealth Advisors,…6,524$401K0.28%+1,50513F-HRTimeline
Meridian Wealth Management, LLC6,497$399K0.01%-4,39913F-HRTimeline
Trivium Point Advisory, LLC6,479$398K0.04%+1,93013F-HRTimeline
Aureum Wealth Management, LLC6,471$398K0.25%new13F-HRTimeline
Benchmark Financial, LLC6,450$396K0.32%-52213F-HRTimeline
Cascade Financial Partners, LLC6,412$394K0.03%+1,20313F-HRTimeline
Arlington Financial Advisors, LLC6,400$393K0.05%013F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC6,350$390K0.26%013F-HRTimeline
Pointe Capital Management LLC6,340$390K0.17%-42513F-HRTimeline
Nordwand Advisors, LLC6,325$389K0.06%-70013F-HRTimeline
James J. Burns & Company, LLC6,264$385K0.04%new13F-HRTimeline
Fisher Asset Management, LLC6,237$383K<0.01%-3213F-HRTimeline
Pinion Investment Advisors, LLC6,199$381K0.07%+1,54313F-HRTimeline
Raub Brock Capital Management LP6,163$379K0.1%013F-HRTimeline
SMART Wealth LLC6,152$378K0.08%+1,32013F-HRTimeline
Montecito Bank & Trust6,150$378K0.06%-30013F-HRTimeline
L & S Advisors Inc6,133$377K0.04%+513F-HRTimeline
Optivise Advisory Services LLC6,049$372K0.19%new13F-HRTimeline
NorthCoast Asset Management LLC6,013$370K0.01%new13F-HRTimeline
Secure Asset Management, LLC5,997$369K0.05%+12413F-HRTimeline
Coquina Private Wealth LLC5,988$368K0.25%+2,02713F-HRTimeline
KERR FINANCIAL PLANNING Corp5,982$368K0.41%-8813F-HRTimeline
Birchcreek Wealth Management, LLC5,980$368K0.14%+91013F-HRTimeline
Crossmark Global Holdings, Inc.5,939$365K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC5,916$364K0.02%+7613F-HRTimeline
Portfolio Strategies, Inc.5,903$363K0.04%-18813F-HRTimeline
SevenBridge Financial Group, LLC6,063$362K0.05%013F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC5,890$362K0.14%new13F-HRTimeline
ADAPT WEALTH ADVISORS, LLC5,882$362K0.12%-13613F-HRTimeline
Prairie Wealth Advisors, Inc.0$360K0.09%new13F-HRTimelineAmount filed as zero, left out of ratios.
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,856$360K0.01%+66213F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC5,815$357K0.05%-46113F-HRTimeline
Summit Trail Advisors, LLC5,753$354K<0.01%+6413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5,752$353K0.16%+3,45213F-HRTimeline
Argyle Capital Partners, LLC5,715$351K0.22%-29513F-HRTimeline
Meadowbrook Wealth Management, LLC5,814$350K0.38%-30013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department5,692$350K0.08%013F-HRTimelineGroup
Cassady Wealth & Retirement Planning, L…5,647$347K0.16%-6613F-HRTimeline
FOCUSED ALPHA, LLC5,624$346K0.09%+12813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,617$345K<0.01%-4,80413F-HRTimeline
Ducere Wealth Management LLC5,588$343K0.1%new13F-HRTimeline
Xcelsior Advisor Partners LLC5,580$343K0.05%new13F-HRTimeline
SIGNATUREFD, LLC5,572$342K<0.01%+12213F-HRTimeline
ONE Advisory Partners, LLC5,562$342K0.09%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC5,555$341K0.2%+3213F-HRTimeline
Compass Ion Advisors, LLC5,553$341K0.03%+1,27213F-HRTimeline
Claro Advisors Inc.5,498$338K0.04%+16113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,449$335K0.02%+18513F-HRTimeline
Clearstead Trust, LLC5,419$333K0.04%-91913F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.5,360$329K<0.01%+1,29213F-HRTimelineGroup
Redwood Family Wealth LLC5,300$326K0.29%+5313F-HRTimeline
VALICENTI ADVISORY SERVICES INC5,283$325K0.06%+1,13813F-HRTimeline
Tradewinds, LLC.1,002$324K0.08%new13F-HRTimeline
Balefire, LLC5,273$324K0.05%+2413F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC5,245$322K0.15%013F-HRTimeline
Berger Financial Group, Inc5,244$322K0.02%+8313F-HRTimeline
Csenge Advisory Group5,194$319K0.01%+613F-HRTimeline
Morey & Quinn Wealth Partners, LLC5,190$319K0.21%+75513F-HRTimeline
Walkner Condon Financial Advisors LLC5,171$318K0.04%013F-HRTimeline
Regal Investment Advisors LLC5,138$316K0.02%+69813F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,115$314K0.07%new13F-HRTimeline
Clarendon Private LLC5,108$314K0.2%+75713F-HRTimeline
Mascoma Wealth Management LLC5,104$314K0.06%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC5,090$313K0.03%-10113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,066$311K<0.01%-44413F-HRTimeline
Columbia Asset Management5,028$309K0.05%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC5,000$307K0.02%013F-HRTimeline
Guardian Financial Partners, LLC5,000$307K0.12%013F-HRTimeline
Interchange Capital Partners, LLC4,984$306K0.06%-89413F-HRTimeline
Bay Rivers Group4,951$304K0.1%+64013F-HRTimeline
Arsenal Capital Advisors LLC4,938$303K0.18%new13F-HRTimeline
McAdam, LLC4,906$302K0.01%-113F-HRTimeline
Fairvoy Private Wealth, LLC4,887$300K0.06%+36313F-HRTimeline
Integrated Wealth Management4,851$298K0.31%+25113F-HRTimeline
Glen Eagle Advisors, LLC4,830$297K0.04%+3,27513F-HRTimeline
CERTUITY, LLC4,791$294K0.01%-29613F-HRTimeline
Aurdan Capital Management, LLC4,785$294K0.07%013F-HRTimeline
TD Waterhouse Canada Inc.4,858$292K<0.01%+20013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.4,725$290K0.02%013F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.4,725$290K0.07%new13F-HRTimeline
Advisor Resource Council4,800$289K0.1%-3,75013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC4,698$289K0.14%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,695$289K<0.01%new13F-HRTimelineGroup
Realta Investment Advisors4,690$288K0.09%-18913F-HRTimeline
Callahan Advisors, LLC4,677$287K0.02%new13F-HRTimeline
Madrona Financial Services, LLC4,674$287K0.05%new13F-HRTimeline
OBSIDIAN CIO, LLC4,673$287K0.21%+22513F-HRTimeline
Almanack Investment Partners, LLC.4,600$283K0.04%new13F-HRTimeline
Soltis Investment Advisors LLC4,576$281K0.02%-8,94813F-HRTimeline
Sun Financial Inc4,704$281K0.13%+47813F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC4,549$280K0.05%new13F-HRTimeline
Accurate Wealth Management, LLC4,565$276K0.03%-21613F-HRTimeline
Meridian Financial Advisors, LLC4,478$275K0.13%+5113F-HRTimeline
Cobblestone Asset Management LLC4,461$274K0.11%new13F-HRTimeline
Sterling Investment Counsel, LLC4,460$274K0.06%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,459$274K0.02%013F-HRTimeline