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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

779 managers (787 13F filers) reported a position in JEPQ shares at 2025-03-31, 152,408,473 shares in all. 96 filers opened a position and 58 filers sold out during the quarter.

Managers
779
13F filers
787
New
96
Added
447
Reduced
168
Sold out
58
Shares held by filers
152,408,473

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CAPITAL ADVISORY GROUP ADVISORY SERVICE…5,344$277K0.11%+1,55913F-HRTimeline
Park Square Financial Group, LLC5,300$274K0.22%+75013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding5,300$274K0Timeline
CIBC WORLD MARKET INC.5,250$272K<0.01%+52713F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY5,177$268K0.27%+6713F-HRTimeline
Invst, LLC5,156$267K0.04%new13F-HRTimeline
Van Hulzen Asset Management, LLC5,122$265K0.02%+74613F-HRTimeline
Lokken Investment Group LLC5,102$264K0.11%+90413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,046$261K<0.01%-2,27913F-HRTimelineGroup
INDEPENDENT INVESTORS INC5,045$261K0.06%new13F-HRTimeline
Zuckerman Investment Group, LLC5,017$260K0.03%+1713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,017$260K0.02%-56,50613F-HRTimelineGroup
GUYASUTA INVESTMENT ADVISORS INC5,000$259K0.02%013F-HRTimeline
FSC Wealth Advisors, LLC4,965$257K0.17%-41413F-HRTimeline
PATRON PARTNERS, LLC4,880$253K0.14%new13F-HRTimeline
Murphy & Mullick Capital Management Corp4,859$252K0.24%+82713F-HRTimeline
Synergy Investment Management, LLC4,852$251K0.1%+36413F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department4,834$250K0.08%+3,90413F-HRTimelineGroup
Mach-1 Financial Group, LLC4,813$249K0.07%-5,56513F-HRTimeline
GREENLEAF TRUST4,780$248K<0.01%+78013F-HRTimeline
Corps Capital Advisors, LLC4,725$245K0.26%+10013F-HRTimeline
APPLETON PARTNERS INC/MA4,715$244K0.02%+60013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,684$243K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners4,661$241K0.02%new13F-HRTimeline
OBSIDIAN CIO, LLC4,652$241K0.04%013F-HRTimeline
Caitlin John, LLC4,643$240K0.24%+1,51413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,630$240K0.03%013F-HRTimeline
CFO4Life Group, LLC4,622$239K0.04%-2,70913F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC4,612$239K0.22%013F-HRTimeline
AlphaStar Capital Management, LLC4,574$237K0.02%-39,49113F-HRTimeline
Main Street Financial Solutions, LLC4,569$237K0.02%-5,18713F-HRTimeline
Capital Asset Advisory Services LLC4,545$236K0.01%-8,92513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,549$236K0.05%+89813F-HRTimelineGroup
Strategic Blueprint, LLC4,511$234K0.01%+56513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,474$232K<0.01%+24113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,471$232K<0.01%+45413F-HRTimelineGroup
Berger Financial Group, Inc4,443$230K0.02%+10313F-HRTimeline
Oregon Pacific Wealth Management, LLC4,391$227K0.23%+18913F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC4,375$227K0.12%new13F-HRTimeline
Tranquility Partners, LLC4,371$226K0.09%-18513F-HRTimeline
Granite Harbor Advisors, Inc.4,328$224K0.12%+10613F-HRTimeline
Wealth Management Partners, LLC4,321$224K0.1%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,311$223K0.02%013F-HRTimelineGroup
CERTUITY, LLC4,266$221K0.02%+3313F-HRTimeline
CENTRAL TRUST Co4,266$221K0.01%+1,17113F-HRTimeline
Adero Partners, LLC4,250$220K0.01%+16013F-HRTimeline
Clarendon Private LLC4,240$220K0.23%013F-HRTimeline
KFA Private Wealth Group, LLC4,234$219K0.08%new13F-HRTimeline
SWMG, LLC4,266$218K0.09%+3513F-HRTimeline
Family Investment Center, Inc.4,193$217K0.05%-90113F-HRTimeline
Tyche Wealth Partners LLC4,114$213K0.05%013F-HRTimeline
Family Manage LLC4,100$212K0.04%new13F-HRTimeline
Redwood Wealth Management Group, LLC4,100$212K0.11%013F-HRTimeline
Central Pacific Bank - Trust Division4,100$212K0.03%013F-HRTimeline
SMART Wealth LLC4,095$212K0.08%new13F-HRTimeline
Secure Asset Management, LLC4,095$212K0.04%+5713F-HRTimeline
Barnes Wealth Management Group, Inc4,093$212K0.14%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC4,054$210K0.02%new13F-HRTimeline
Consolidated Portfolio Review Corp4,037$209K0.03%new13F-HRTimeline
Delos Wealth Advisors, LLC4,006$207K0.16%new13F-HRTimeline
WESBANCO BANK INC4,000$207K0.01%new13F-HRTimeline
Selway Asset Management4,000$207K0.09%new13F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC4,000$207K0.11%+10013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,973$206K0.01%new13F-HRTimeline
Welch Group, LLC3,950$205K0.01%-1,30013F-HRTimeline
Balefire, LLC3,923$203K0.07%-14513F-HRTimeline
Sandy Spring Bank3,916$203K0.01%+2313F-HRTimeline
Cascade Financial Partners, LLC3,886$201K0.03%+24513F-HRTimeline
Bay Rivers Group3,865$200K0.1%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC3,595$186K0.04%013F-HRTimeline
Federation des caisses Desjardins du Qu…3,483$180K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC3,453$179K0.01%new13F-HRTimeline
BFSG, LLC3,287$170K0.02%+9013F-HRTimeline
Glen Eagle Advisors, LLC3,090$160K0.03%+41713F-HRTimeline
Nordwand Advisors, LLC2,825$146K0.05%new13F-HRTimeline
Centerpoint Advisors, LLC2,756$143K0.05%+5513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,671$138K<0.01%new13F-HRTimelineGroup
Crewe Advisors LLC2,536$131K0.02%+2,02713F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,076$118K0.09%+27113F-HRTimeline
Medallion Wealth Advisors, LLC2,275$117K0.05%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,220$115K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,197$114K0.02%13F-HRTimelineGroup
Tidemark, LLC2,191$113K0.04%+86213F-HRTimeline
TFC Financial Management, Inc.2,184$113K0.02%new13F-HRTimeline
Beacon Capital Management, LLC2,127$110K0.01%+15313F-HRTimeline
Heck Capital Advisors, LLC2,035$105K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,000$104K0.01%013F-HRTimelineGroup
Putney Financial Group LLC1,925$99.7K0.1%-10013F-HRTimeline
Rialto Wealth Management, LLC1,882$97.5K0.03%013F-HRTimeline
VSM Wealth Advisory, LLC1,869$96.8K0.03%+3813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,845$96K<0.01%+24913F-HRTimelineGroup
HighMark Wealth Management LLC1,825$94.5K0.06%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,800$93.2K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC1,723$89.2K0.02%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1,680$87K0.04%-23513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,558$80.7K<0.01%+93813F-HRTimeline
Cape Investment Advisory, Inc.1,532$79.3K0.03%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,642$75.3K<0.01%-3,06313F-HRTimelineGroup
Global Trust Asset Management, LLC1,450$75.1K0.05%-1,70513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,400$72.5K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,375$71.2K0.01%+613F-HRTimeline
Pinnacle Bancorp, Inc.1,270$65.8K0.02%+72013F-HRTimeline
TRUST CO OF VERMONT1,200$62.1K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,182$61.2K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,166$60.4K<0.01%013F-HRTimeline
Financially Speaking Inc1,127$58.4K0.04%-404,83713F-HRTimeline
Front Row Advisors LLC1,115$57.7K0.02%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,056$54.7K0.01%013F-HRTimelineGroup
Longview Financial Advisors LLC1,056$54.7K0.04%013F-HRTimeline
Bear Mountain Capital, Inc.1,046$53.7K0.02%+25013F-HRTimeline
Roxbury Financial LLC949$53.1K0.05%+1113F-HRTimeline
Blue Trust, Inc.987$51.1K<0.01%+78713F-HRTimeline
SITTNER & NELSON, LLC934$48.4K0.02%013F-HRTimeline
Roble, Belko & Company, Inc933$48K0.01%+2513F-HRTimeline
Iron Horse Wealth Management, LLC901$46.7K0.01%-3913F-HRTimeline
Winch Advisory Services, LLC774$40.1K0.01%013F-HRTimeline
Westside Investment Management, Inc.767$39.7K0.01%-1813F-HRTimeline
Transce3nd, LLC751$38.9K0.02%-34813F-HRTimeline
Wilmington Savings Fund Society, FSB732$37.9K<0.01%+33213F-HRTimeline
Creekmur Asset Management LLC725$37.5K0.01%+1613F-HRTimeline
CoreCap Advisors, LLC720$37.3K<0.01%+1413F-HRTimeline
Heritage Wealth Advisors717$37.1K<0.01%013F-HRTimeline
SVB WEALTH LLC703$36.4K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC683$35.4K0.02%+25513F-HRTimeline
Capital A Wealth Management, LLC676$35K0.04%+15313F-HRTimeline
HAZLETT, BURT & WATSON, INC.664$35K0.02%-5813F-HRTimeline
Mascoma Wealth Management LLC650$33.7K0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC581$30K0.01%+30613F-HRTimeline
AllSquare Wealth Management LLC502$26K0.02%+24013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC501$25.9K<0.01%+1113F-HRTimeline
Future Financial Wealth Managment LLC500$25.9K0.02%new13F-HRTimeline
Atlantic Private Wealth, LLC500$25.9K0.02%013F-HRTimeline
SJS Investment Consulting Inc.491$25.4K<0.01%013F-HRTimeline
First Pacific Financial475$24.6K<0.01%new13F-HRTimeline
Cornerstone National Bank & Trust Co459$23.8K0.01%013F-HRTimeline
Salomon & Ludwin, LLC434$22.5K<0.01%-9413F-HRTimeline
Briaud Financial Planning Inc409$21K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.402$20.8K0.02%new13F-HRTimeline
Asset Dedication, LLC339$17.6K<0.01%+2513F-HRTimeline
AlphaCore Capital LLC326$16.9K<0.01%new13F-HRTimeline
MILLER WEALTH ADVISORS, LLC324$16.8K0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …301$15.6K0.03%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC290$15K<0.01%013F-HR/ATimelineGroup
Rossby Financial, LCC237$12.1K0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.200$10.4K0.04%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.200$10.4K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.186$9.63K<0.01%013F-HRTimeline
LGT Financial Advisors LLC145$7.49K0.02%-8513F-HRTimeline
MassMutual Private Wealth & Trust, FSB138$7.15K<0.01%+6713F-HRTimeline
First PREMIER Bank144$7K<0.01%013F-HRTimeline
3Chopt Investment Partners, LLC133$6.89K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.126$6.52K<0.01%+3613F-HRTimeline
Main Street Group, LTD110$5.7K<0.01%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC102$5.28K<0.01%+6413F-HRTimeline
Tradewinds Capital Management, LLC100$5.18K<0.01%013F-HRTimeline
Garde Capital, Inc.100$5.18K<0.01%new13F-HRTimeline
Aspect Partners, LLC100$5.18K<0.01%new13F-HRTimeline
ORG Partners LLC100$5.16K<0.01%new13F-HRTimeline
Avion Wealth100$5K<0.01%013F-HRTimeline
City State Bank95$4.92K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC94$4.87K<0.01%new13F-HRTimeline
Centricity Wealth Management, LLC90$4.66K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management85$4.4K<0.01%13F-HRTimelineGroup
GoalVest Advisory LLC84$4.35K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.72$3.73K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC63$3.29K<0.01%+213F-HRTimeline
Semmax Financial Advisors Inc.51$2.62K<0.01%+213F-HRTimeline
Coston, McIsaac & Partners46$2K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…35$1.85K<0.01%new13F-HRTimeline
Truvestments Capital LLC34$1.76K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…33$1.71K<0.01%new13F-HR/ATimelineGroup
Cranbrook Wealth Management, LLC20$1.04K<0.01%-7313F-HRTimeline
Tortoise Investment Management, LLC18$932<0.01%013F-HR/ATimeline
Mountain Hill Investment Partners Corp.12$608<0.01%+113F-HRTimeline
Operose Advisors LLC11$555<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.9$466<0.01%+113F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC3$157<0.01%new13F-HRTimeline
Activest Wealth Management2$86<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-8,01313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.