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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

749 managers (756 13F filers) reported a position in JEPQ shares at 2024-12-31, 133,620,117 shares in all. 104 filers opened a position and 29 filers sold out during the quarter.

Managers
749
13F filers
756
New
104
Added
399
Reduced
121
Sold out
29
Shares held by filers
133,620,117

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,133$233K0.01%+4,00013F-HRTimelineGroup
APPLETON PARTNERS INC/MA4,115$232K0.02%new13F-HRTimeline
Tyche Wealth Partners LLC4,114$232K0.05%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,103$231K0.01%13F-HRTimeline
Central Pacific Bank - Trust Division4,100$231K0.03%013F-HRTimeline
Redwood Wealth Management Group, LLC4,100$231K0.11%new13F-HRTimeline
Adero Partners, LLC4,090$231K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp4,032$229K0.21%13F-HRTimeline
Balefire, LLC4,068$229K0.08%+7513F-HRTimeline
Kapstone Financial Advisors LLC3,976$228K0.12%-54913F-HRTimeline
Secure Asset Management, LLC4,038$228K0.03%+23413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,017$226K<0.01%013F-HR/ATimelineGroup
GREENLEAF TRUST4,000$226K<0.01%new13F-HRTimeline
Strategic Blueprint, LLC3,946$222K0.01%new13F-HRTimeline
Aurora Private Wealth, Inc.3,930$222K0.17%+3013F-HRTimeline
Masso Torrence Wealth Management Inc.3,905$220K0.12%-57,36613F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC3,900$220K0.12%013F-HRTimeline
Sandy Spring Bank3,893$219K0.01%+3,49313F-HRTimeline
Laird Norton Wetherby Wealth Management…3,841$217K0.01%+3213F-HRTimeline
Dorsey & Whitney Trust CO LLC3,804$214K0.01%new13F-HRTimeline
Legacy Financial Strategies, LLC3,800$214K0.05%new13F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…3,785$213K0.08%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT3,773$213K<0.01%new13F-HRTimeline
Canvas Wealth Advisors, LLC3,736$212K0.05%+7613F-HRTimeline
Allen Capital Group, LLC3,760$212K0.03%new13F-HRTimeline
SkyOak Wealth, LLC3,750$211K0.05%new13F-HRTimeline
Tradewinds, LLC.3,629$209K0.06%new13F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV3,703$209K0.07%-89913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,651$206K0.04%new13F-HRTimelineGroup
Cascade Financial Partners, LLC3,641$205K0.03%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC3,595$204K0.04%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC3,616$204K0.13%new13F-HRTimeline
TD Waterhouse Canada Inc.3,600$203K<0.01%new13F-HRTimeline
Sovereign Financial Group, Inc.3,580$202K0.05%-47213F-HRTimeline
BFSG, LLC3,197$180K0.02%-97313F-HRTimeline
Global Trust Asset Management, LLC3,155$178K0.07%-46013F-HRTimeline
Caitlin John, LLC3,129$176K0.12%+2713F-HRTimeline
CENTRAL TRUST Co3,095$174K<0.01%+2,22613F-HRTimeline
Independence Bank of Kentucky2,720$153K0.02%013F-HRTimeline
Centerpoint Advisors, LLC2,701$152K0.05%-8913F-HRTimeline
Glen Eagle Advisors, LLC2,673$151K0.02%013F-HRTimeline
Allworth Financial LP2,365$137K<0.01%+1,06713F-HRTimeline
Greenline Partners, LLC2,323$131K0.02%new13F-HRTimeline
Medallion Wealth Advisors, LLC2,275$128K0.06%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,220$125K<0.01%new13F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …2,197$124K0.03%new13F-HRTimelineGroup
SIGNATUREFD, LLC2,130$120K<0.01%+31313F-HRTimeline
WR Wealth Planners, LLC2,081$117K0.04%+43213F-HRTimeline
Heck Capital Advisors, LLC2,035$115K0.01%new13F-HR/ATimeline
Putney Financial Group LLC2,025$114K0.1%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,000$113K0.01%+1,00013F-HRTimelineGroup
Beacon Capital Management, LLC1,974$111K0.01%+35313F-HRTimeline
DHJJ Financial Advisors, Ltd.1,915$108K0.04%-38013F-HRTimeline
Rialto Wealth Management, LLC1,882$106K0.04%13F-HRTimeline
VSM Wealth Advisory, LLC1,831$103K0.04%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,800$101K0.01%new13F-HRTimeline
HBC Financial Services, PLLC1,750$98K0.06%+3113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,596$90K<0.01%+1,25513F-HRTimelineGroup
GODSEY & GIBB, INC1,516$85.5K0.01%new13F-HRTimeline
Sugarloaf Wealth Management, LLC1,463$82.5K0.02%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1,369$77.2K0.01%+613F-HRTimeline
Tidemark, LLC1,329$74.9K0.03%+1,00713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,260$71K<0.01%new13F-HRTimelineGroup
Ulland Investment Advisors, LLC1,206$68K0.04%new13F-HRTimeline
TRUST CO OF VERMONT1,200$67.7K<0.01%-26013F-HRTimeline
Founders Financial Alliance, LLC1,182$66.6K0.02%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,166$65.7K<0.01%-313F-HRTimeline
Front Row Advisors LLC1,115$63.4K0.02%+13513F-HRTimeline
Transce3nd, LLC1,099$62K0.02%13F-HRTimeline
First Command Advisory Services, Inc.1,095$61.7K<0.01%013F-HRTimeline
Longview Financial Advisors LLC1,056$59.5K0.04%13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,056$59.5K0.01%013F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,000$57.5K<0.01%new13F-HRTimelineGroup
Ravenstone Capital Management Inc.1,000$56.4K0.03%new13F-HRTimeline
Roxbury Financial LLC938$53.6K0.05%13F-HRTimeline
Iron Horse Wealth Management, LLC940$53K0.02%+20013F-HRTimeline
SITTNER & NELSON, LLC934$52.7K0.02%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department930$52.4K0.02%13F-HRTimelineGroup
Roble, Belko & Company, Inc908$51K0.01%+2813F-HRTimeline
Bear Mountain Capital, Inc.796$46.4K0.02%new13F-HRTimeline
Westside Investment Management, Inc.785$44.3K0.01%-2013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC805$44K0.04%013F-HRTimeline
Winch Advisory Services, LLC774$43.6K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.722$41K0.02%+313F-HRTimeline
Sugar Maple Asset Management, LLC723$40.8K0.03%new13F-HRTimeline
Heritage Wealth Advisors717$40.4K<0.01%+14713F-HRTimeline
OARSMAN CAPITAL, INC.713$40.2K0.01%-3713F-HRTimeline
Venturi Wealth Management, LLC713$40.2K<0.01%+17713F-HRTimeline
Creekmur Asset Management LLC709$40K0.01%+1613F-HRTimeline
CoreCap Advisors, LLC706$39.8K<0.01%+1513F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP685$38.6K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC428$38.2K0.02%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT620$34.9K<0.01%+1513F-HRTimeline
BOKF, NAin group BOKF, NA570$31.9K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.550$31K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC528$29.8K<0.01%+7213F-HRTimeline
Capital A Wealth Management, LLC523$29.5K0.05%13F-HRTimeline
Crewe Advisors LLC509$28.7K<0.01%+30913F-HRTimeline
HM PAYSON & CO500$28.2K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC500$28.2K0.02%013F-HRTimeline
Mainstream Capital Management LLC500$28.2K0.02%new13F-HRTimeline
SJS Investment Consulting Inc.491$27.7K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC490$27.6K<0.01%+25413F-HRTimeline
Cornerstone National Bank & Trust Co459$25.9K0.01%013F-HRTimeline
AlphaMark Advisors, LLC433$24K0.01%-2,26313F-HRTimeline
Briaud Financial Planning Inc409$23K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB400$22.6K<0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.382$21.5K0.02%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.349$19.7K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…328$18.5K<0.01%-2513F-HRTimelineGroup
Asset Dedication, LLC314$17.7K<0.01%+5013F-HRTimeline
Raleigh Capital Management Inc.300$16.9K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC290$16.4K<0.01%013F-HR/ATimelineGroup
VALLEY NATIONAL ADVISERS INC275$15K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC262$14.8K0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV250$14K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC230$12.9K0.03%-1513F-HRTimeline
ALBION FINANCIAL GROUP /UT210$11.8K<0.01%new13F-HRTimeline
Blue Trust, Inc.200$11.3K<0.01%new13F-HR/ATimeline
CROWLEY WEALTH MANAGEMENT, INC.200$11.3K0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.186$10.5K<0.01%new13F-HRTimeline
First PREMIER Bank144$8K<0.01%013F-HRTimeline
Sanctuary Wealth Management, L.L.C.114$6.43K<0.01%013F-HRTimeline
Main Street Group, LTD110$6.2K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC100$5.64K<0.01%new13F-HRTimeline
NVWM, LLC95$5.36K<0.01%new13F-HRTimeline
City State Bank95$5.36K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC93$5.24K<0.01%013F-HRTimeline
MATHER GROUP, LLC.90$5.07K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC90$5.07K<0.01%13F-HRTimeline
Avion Wealth100$5K<0.01%013F-HRTimeline
GoalVest Advisory LLC84$4.74K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.72$4.06K<0.01%+813F-HRTimeline
MassMutual Private Wealth & Trust, FSB71$4K<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC61$3.49K<0.01%+113F-HRTimeline
Tower View Wealth Management LLC61$3.44K<0.01%new13F-HRTimeline
Semmax Financial Advisors Inc.49$2.86K<0.01%+113F-HRTimeline
Quent Capital, LLC48$2.71K<0.01%new13F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC38$2.17K<0.01%new13F-HRTimeline
Truvestments Capital LLC34$1.92K<0.01%-11713F-HRTimeline
Tortoise Investment Management, LLC18$1.01K<0.01%013F-HR/ATimeline
Menard Financial Group LLC14$789<0.01%new13F-HRTimeline
Mountain Hill Investment Partners Corp.11$646<0.01%13F-HRTimeline
Vermillion Wealth Management, Inc.8$451<0.01%13F-HRTimeline
FMR LLCin group FMR LLC6$338<0.01%-1513F-HRTimelineGroup
LANARK FINANCIAL, INC.4$2750.03%-3,15513F-HRTimeline
Anderson Financial Strategies, LLC4$226<0.01%13F-HRTimeline
Activest Wealth Management2$92<0.01%+113F-HRTimeline
TrinityBridge Ltd1,477$00%013F-HRTimelineValue filed as zero, left out of ratios.