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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
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …9,316$517K0.03%-1,10013F-HRTimelineGroup
Rothschild Wealth LLC9,267$515K0.05%+55713F-HRTimeline
Soundwatch Capital LLC9,244$513K0.06%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…9,191$510K0.07%+1,04113F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC9,167$509K0.58%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.9,142$508K0.01%+3,48213F-HRTimelineGroup
INDEPENDENT INVESTORS INC9,120$506K0.1%013F-HRTimeline
Baker Avenue Asset Management, LP9,111$506K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC9,089$505K<0.01%-6613F-HRTimeline
CIBC WORLD MARKET INC.9,084$504K<0.01%-1,07813F-HRTimeline
Kapstone Financial Advisors LLC9,042$502K0.25%+3,84513F-HRTimeline
Clearwave Capital, LLC8,948$497K0.34%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC8,935$496K0.05%-18613F-HRTimeline
RWA WEALTH PARTNERS, LLC8,908$495K0.01%+2,81213F-HRTimeline
Westend Capital Management, LLC8,870$492K0.15%-3013F-HRTimeline
Jackson Hole Capital Partners, LLC8,862$492K0.08%+1,08513F-HRTimeline
Focus Financial Network, Inc.8,821$490K0.02%-2,19413F-HRTimeline
CORA CAPITAL ADVISORS LLC8,796$488K0.16%-18,16013F-HRTimeline
Plus Group Wealth Advisors LLC8,734$485K0.53%+94713F-HRTimeline
Mendel Capital Management LLC8,718$484K0.24%13F-HRTimeline
Comprehensive Money Management Services…8,700$483K0.32%+1,66513F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC8,665$481K0.04%013F-HRTimeline
Advisor Resource Council8,550$475K0.19%-2,05013F-HRTimeline
LaSalle St. Investment Advisors, LLC8,492$471K0.07%+1,16213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,470$470K0.04%+31613F-HRTimelineGroup
Sound Income Strategies, LLC8,419$467K0.02%+43213F-HRTimeline
Marion Wealth Management8,395$466K0.1%-82213F-HRTimeline
Williams Jones Wealth Management, LLC.8,350$464K0.01%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC8,339$463K0.03%-2,53913F-HRTimeline
BRIGHTON JONES LLC8,314$462K0.01%new13F-HR/ATimeline
Redhawk Wealth Advisors, Inc.8,080$449K0.05%-51713F-HRTimeline
Carnegie Lake Advisors LLC8,040$446K0.18%+9513F-HRTimeline
Richmond Investment Services, LLC8,036$446K0.07%+1,57813F-HRTimeline
GWN SECURITIES INC.7,978$443K0.08%+13213F-HRTimeline
WealthShield Partners, LLC7,917$440K0.05%+1,66313F-HRTimeline
Triad Wealth Partners, LLC7,863$437K0.03%+2,40713F-HRTimeline
Triton Wealth Management, PLLC7,824$436K0.16%+30613F-HRTimeline
Modera Wealth Management, LLC7,840$435K0.01%-2013F-HRTimeline
BEACON FINANCIAL GROUP7,805$433K0.04%new13F-HRTimeline
Harvest Investment Services, LLC7,781$432K0.08%-2,22613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,679$426K0.03%+12513F-HRTimelineGroup
Westside Investment Management, Inc.7,654$425K0.07%-25313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,642$424K0.01%new13F-HRTimelineGroup
Keystone Financial Group7,622$423K0.03%+2,80113F-HRTimeline
MEANS INVESTMENT CO., INC.7,561$420K0.04%-3,02513F-HRTimeline
Private Capital Advisors, Inc.7,542$419K0.05%+2,23113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.7,525$418K0.18%+2,62513F-HRTimeline
Fortis Advisors, LLC7,523$418K0.21%+19713F-HRTimeline
Galvin, Gaustad & Stein, LLC7,500$416K0.03%-3,00013F-HRTimeline
UMB Bank, n.a.7,491$416K0.01%-22513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SEARLE & CO.7,490$416K0.1%013F-HRTimeline
Per Stirling Capital Management, LLC.7,453$414K0.05%+2,07513F-HRTimeline
MJP ASSOCIATES INC /ADV7,361$409K0.05%+12513F-HRTimeline
Greenwich Wealth Management LLC7,274$404K0.02%-6,13213F-HRTimeline
Financial Sense Advisors, Inc.7,255$403K0.08%+1,26113F-HRTimeline
Discipline Wealth Solutions, LLC7,214$401K0.04%-4,18913F-HRTimeline
SFMG, LLC7,212$400K0.03%-8,81413F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA7,135$396K0.02%+13513F-HRTimeline
Independence Asset Advisors, LLC7,133$396K0.14%+16813F-HRTimeline
Texas Yale Capital Corp.7,125$396K0.01%+1,10013F-HRTimeline
Financially in Tune, LLC7,095$394K0.34%+85213F-HRTimeline
Dakota Wealth Management7,046$391K0.01%+91013F-HR/ATimeline
Cyndeo Wealth Partners, LLC7,042$391K0.02%-4813F-HRTimeline
Nordwand Advisors, LLC7,025$390K0.07%013F-HRTimeline
Curtis Advisory Group, LLC7,016$390K0.08%new13F-HRTimeline
Legacy Wealth Management, LLC / MS6,990$388K0.11%013F-HRTimeline
Ergawealth Advisors, Inc.6,973$387K0.17%-2,87313F-HRTimeline
Benchmark Financial, LLC6,972$387K0.35%-17013F-HRTimeline
Socha Financial Group, LLC6,971$387K0.2%-39213F-HRTimeline
Advyzon Investment Management, LLC6,968$387K0.03%new13F-HRTimeline
CWA Asset Management Group, LLC6,965$387K0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC6,949$386K0.03%+31713F-HRTimeline
KFA Private Wealth Group, LLC6,906$383K0.09%+1,43113F-HRTimeline
Mosaic Advisors LLC6,371$376K0.56%new13F-HRTimeline
Pointe Capital Management LLC6,765$376K0.19%013F-HRTimeline
CENTRAL TRUST Co6,731$374K0.01%+26813F-HRTimeline
OpenArc Corporate Advisory, LLC6,720$373K0.01%new13F-HRTimeline
Mascagni Wealth Management, Inc.6,529$362K0.26%-1,23013F-HRTimeline
Montecito Bank & Trust6,450$358K0.06%-2013F-HRTimeline
KERR FINANCIAL PLANNING Corp6,070$357K0.25%+38513F-HR/ATimeline
SevenBridge Financial Group, LLC6,063$357K0.06%-16513F-HRTimeline
Concorde Asset Management, LLC6,414$356K0.17%-3,45513F-HRTimeline
Arlington Financial Advisors, LLC6,400$355K0.05%013F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC6,350$353K0.28%+20013F-HRTimeline
APPLETON PARTNERS INC/MA6,340$352K0.02%+90013F-HRTimeline
Clearstead Trust, LLC6,338$352K0.06%+50413F-HRTimeline
Milestone Asset Management Group, LLC6,338$352K0.21%-17413F-HRTimeline
Andina Capital Management, LLC6,284$349K0.31%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC6,276$348K0.05%+3813F-HRTimeline
Fisher Asset Management, LLC6,269$348K<0.01%+1,86413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,244$347K0.04%new13F-HRTimeline
Raub Brock Capital Management LP6,163$342K0.09%013F-HRTimeline
Family Investment Center, Inc.6,161$342K0.07%-1,94313F-HRTimeline
L & S Advisors Inc6,128$340K0.04%new13F-HRTimeline
Meadowbrook Wealth Management, LLC6,114$339K0.45%013F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV6,105$339K0.29%+47513F-HRTimeline
Cassady Wealth & Retirement Planning, L…5,713$339K0.18%+2013F-HRTimeline
Portfolio Strategies, Inc.6,091$338K0.04%+86813F-HRTimeline
Strait & Sound Wealth Management LLC6,030$335K0.13%+36213F-HRTimeline
ADAPT WEALTH ADVISORS, LLC6,018$334K0.12%new13F-HRTimeline
Argyle Capital Partners, LLC6,010$334K0.24%+17613F-HRTimeline
FULCRUM WEALTH ADVISORS, LLC5,989$333K0.28%new13F-HRTimeline
Crossmark Global Holdings, Inc.5,939$330K<0.01%013F-HRTimeline
Legacy Financial Strategies, LLC5,918$329K0.06%+19813F-HRTimeline
Secure Asset Management, LLC5,873$326K0.05%+67313F-HRTimeline
SkyOak Wealth, LLC5,850$325K0.06%+2,10013F-HRTimeline
N.E.W. Advisory Services LLC5,840$324K0.02%+2,33413F-HRTimeline
Bauman Advisory Group, LLC5,835$324K0.23%-14,94613F-HRTimeline
Odyssey Capital Advisors, Inc.5,745$319K0.29%+14113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,739$319K<0.01%013F-HRTimelineGroup
HAMEL ASSOCIATES, INC.5,727$318K0.09%+1,26113F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department5,692$316K0.08%013F-HRTimelineGroup
Summit Trail Advisors, LLC5,689$316K<0.01%-47313F-HRTimeline
Trexquant Investment LP5,669$315K<0.01%+3313F-HRTimeline
Sonoma Allocations LLC5,591$312K0.11%-40413F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC5,579$310K0.05%+33113F-HRTimeline
ONE Advisory Partners, LLC5,562$309K0.1%013F-HRTimeline
Blue Trust, Inc.5,539$308K<0.01%-39913F-HRTimeline
CATHY PARETO & ASSOCIATES, INC5,523$307K0.21%+1113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,510$306K<0.01%+1,56613F-HRTimeline
Pacific Sun Financial Corp5,503$306K0.15%new13F-HRTimeline
FOCUSED ALPHA, LLC5,496$305K0.09%+10413F-HRTimeline
Interchange Capital Partners, LLC5,878$304K0.1%-1413F-HRTimeline
SIGNATUREFD, LLC5,450$303K<0.01%+16913F-HRTimeline
Claro Advisors Inc.5,337$296K0.04%+1,38213F-HRTimeline
Aspen Investment Management Inc5,315$295K0.09%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,264$292K0.01%+22913F-HRTimeline
B. Riley Wealth Advisors, Inc.5,428$292K0.02%-10,65113F-HRTimeline
Balefire, LLC5,249$291K0.05%+61213F-HRTimeline
Redwood Family Wealth LLC5,247$291K0.29%+4713F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC5,245$291K0.17%013F-HRTimeline
Cascade Financial Partners, LLC5,209$289K0.03%+1,32313F-HRTimeline
Wellington Grp LLC5,209$289K0.09%+4,70013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,194$288K0.01%-16813F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC5,191$288K0.04%013F-HRTimeline
Csenge Advisory Group5,188$288K0.01%+1213F-HRTimeline
Walkner Condon Financial Advisors LLC5,171$287K0.04%013F-HRTimeline
Capital Advisors Wealth Management, LLC5,162$287K0.04%+113F-HRTimeline
Berger Financial Group, Inc5,161$287K0.02%-6413F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5,153$286K0.05%new13F-HRTimelineGroup
Mascoma Wealth Management LLC5,104$283K0.06%+1,12913F-HRTimeline
Cedar Mountain Advisors, LLC5,098$283K0.06%+3,50513F-HRTimeline
CERTUITY, LLC5,087$282K0.02%+1,32113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,073$282K0.01%new13F-HRTimelineGroup
Birchcreek Wealth Management, LLC5,070$281K0.14%013F-HRTimeline
Columbia Asset Management5,028$279K0.05%013F-HRTimeline
GUIDANCE CAPITAL, INC4,725$279K0.06%new13F-HRTimeline
White Knight Strategic Wealth Advisors,…5,019$279K0.23%-92913F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC5,000$278K0.02%013F-HRTimeline
Guardian Financial Partners, LLC5,000$278K0.12%013F-HRTimeline
Accurate Wealth Management, LLC4,781$275K0.03%new13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC4,945$275K0.01%-1,25613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC4,772$274K0.04%new13F-HRTimeline
THOMPSON DAVIS & CO., INC.4,915$273K0.18%-2,34513F-HRTimeline
McAdam, LLC4,907$272K0.01%+1,06713F-HRTimeline
Realta Investment Advisors4,879$271K0.09%+55513F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC4,593$270K0.11%-16813F-HRTimeline
Taylor Securities Services, Inc.4,841$269K0.13%new13F-HRTimeline
SMART Wealth LLC4,832$268K0.08%+6213F-HRTimeline
Aurdan Capital Management, LLC4,785$266K0.08%013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC4,747$264K0.17%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.4,725$262K0.02%+2,72513F-HRTimelineGroup
WealthPLAN Partners, LLC4,706$261K0.05%+75213F-HRTimeline
CATALYST PRIVATE WEALTH, LLC4,698$261K0.14%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC4,686$260K0.17%-35113F-HRTimeline
Pinion Investment Advisors, LLC4,656$259K0.06%new13F-HRTimeline
TD Waterhouse Canada Inc.4,658$258K<0.01%-9,40013F-HRTimeline
Seelaus Asset Management LLC4,645$258K0.19%-74913F-HRTimeline
Cape Investment Advisory, Inc.4,621$257K0.09%+2,07913F-HRTimeline
Redwood Wealth Management Group, LLC4,600$255K0.11%013F-HRTimeline
Integrated Wealth Management4,600$255K0.29%013F-HRTimeline
Sun Financial Inc4,226$254K0.13%+73013F-HRTimeline
Trivium Point Advisory, LLC4,549$253K0.05%+49613F-HRTimeline
Private Wealth Group, LLC4,536$252K0.12%new13F-HR/ATimeline
Fairvoy Private Wealth, LLC4,524$251K0.06%+27413F-HRTimeline
WealthTrust Asset Management, LLC4,511$250K0.15%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,459$248K0.02%013F-HRTimeline
OBSIDIAN CIO, LLC4,448$247K0.22%+84013F-HRTimeline
NWAM LLC4,446$247K0.01%new13F-HRTimeline
BCS Wealth Management4,445$247K0.05%-3,32413F-HRTimeline
Regal Investment Advisors LLC4,440$247K0.01%-98113F-HRTimeline
Private Wealth Asset Management, LLC4,436$246K0.03%+11713F-HRTimeline
Morey & Quinn Wealth Partners, LLC4,435$246K0.18%013F-HRTimeline
Meridian Financial Advisors, LLC4,427$246K0.13%new13F-HRTimeline
Strategic Wealth Partners, Ltd.4,387$244K0.02%-28813F-HRTimeline
Clarendon Private LLC4,351$242K0.19%+11113F-HRTimeline
Bay Rivers Group4,311$239K0.1%+39013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC4,301$239K0.11%-4013F-HRTimeline
Novak & Powell Financial Services, Inc.4,290$238K0.13%+1613F-HRTimeline
Compass Ion Advisors, LLC4,281$238K0.02%+61913F-HRTimeline
Red Mountain Financial, LLC4,265$237K0.22%+17513F-HRTimeline
TFC Financial Management, Inc.4,228$235K0.03%013F-HRTimeline
Granite Harbor Advisors, Inc.4,221$234K0.1%+11013F-HRTimeline
RoundAngle Advisors LLC4,218$234K0.18%new13F-HRTimeline
First Heartland Consultants, Inc.4,215$234K0.02%new13F-HRTimeline
Montz Harcus Wealth Management LLC4,213$234K0.09%+3713F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC4,204$233K<0.01%new13F-HRTimeline
Mission Hills Financial Advisory, LLC4,200$233K0.12%new13F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC4,180$232K0.07%new13F-HRTimeline
Acorn Wealth Advisors, LLC4,179$232K0.07%new13F-HRTimeline