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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
Keating Financial Advisory Services, In…4,457$274K0.04%+2,41013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC4,593$274K0.11%013F-HRTimeline
Seelaus Asset Management LLC4,445$273K0.19%-20013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,437$273K<0.01%+42013F-HRTimelineGroup
SP Asset Management LLC4,383$269K0.02%new13F-HRTimeline
Cape Investment Advisory, Inc.4,370$269K0.07%-25113F-HRTimeline
Private Wealth Group, LLC4,360$268K0.1%-17613F-HRTimeline
SIMON QUICK ADVISORS, LLC4,352$267K0.01%+46113F-HRTimeline
Granite Harbor Advisors, Inc.4,346$267K0.11%+12513F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC4,339$267K0.11%+3813F-HRTimeline
Montz Harcus Wealth Management LLC4,337$267K0.09%+12413F-HRTimeline
Virtue Capital Management, LLC4,304$265K0.04%+3413F-HRTimeline
Acorn Wealth Advisors, LLC4,303$264K0.06%+12413F-HRTimeline
DV Trading LLC4,300$264K0.02%new13F-HRTimeline
Clarion Wealth Managment Partners, LLC4,297$264K0.21%new13F-HRTimeline
TFC Financial Management, Inc.4,270$262K0.03%+4213F-HRTimeline
BCS Wealth Management4,266$262K0.05%-17913F-HRTimeline
Beaumont Financial Advisors, LLC4,231$260K0.02%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC4,221$259K<0.01%new13F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,179$257K<0.01%new13F-HRTimelineGroup
ALEXANDER LABRUNERIE & CO., INC.4,168$256K0.09%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC4,157$255K0.01%013F-HRTimeline
Welch Financial Planning, LLC4,139$254K0.15%013F-HRTimeline
Family Manage LLC4,100$252K0.03%013F-HRTimeline
Richmond Investment Services, LLC4,095$252K0.08%-3,94113F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC4,071$250K0.04%new13F-HRTimeline
Alessandra Capital Management, LLC4,050$249K0.18%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC4,044$249K0.02%-90113F-HRTimeline
Ergawealth Advisors, Inc.4,043$248K0.1%-2,93013F-HRTimeline
Annex Advisory Services, LLC4,031$248K<0.01%-11,17413F-HRTimeline
Barnes Wealth Management Group, Inc4,031$248K0.11%-4013F-HRTimeline
Tidemark, LLC4,021$247K0.06%+19413F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC4,000$246K0.12%013F-HRTimeline
AIRE ADVISORS, LLC3,999$246K0.04%+5413F-HRTimeline
Caitlin John, LLC3,983$245K0.13%+28713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT3,981$245K<0.01%new13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC3,958$243K0.09%+18213F-HRTimeline
Welch Group, LLC3,950$243K0.01%013F-HRTimeline
Walser Wealth Management Company, A Ltd…3,873$238K0.1%new13F-HRTimeline
Capital Square, LLC3,920$237K0.1%+1613F-HRTimeline
GAMMA Investing LLC3,857$237K0.01%+1,67713F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.3,850$237K0.02%new13F-HRTimeline
Mascagni Wealth Management, Inc.3,842$236K0.15%-2,68713F-HRTimeline
Marex Group Ltdin group Marex Group Ltd3,804$234K<0.01%new13F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC3,799$233K0.06%013F-HRTimeline
MONECO ADVISORS, LLC3,729$229K0.01%-37013F-HRTimeline
IPG Investment Advisors LLC3,675$226K0.03%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,648$224K0.01%new13F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors3,648$224K0.03%+4313F-HRTimelineGroup
Matisse Capital3,644$224K0.09%-6,08013F-HRTimeline
CFO4Life Group, LLC3,644$224K0.03%+2213F-HRTimeline
Ankerstar Wealth, LLC3,623$223K0.19%+9413F-HRTimeline
Signature Wealth Management Partners, L…3,611$222K0.1%new13F-HRTimeline
Burford Brothers, Inc.3,587$220K0.08%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,587$220K0.02%-2,65713F-HRTimeline
True North Advisors, LLC3,544$218K0.02%new13F-HRTimeline
WealthTrust Asset Management, LLC3,536$217K0.12%-97513F-HRTimeline
VSM Wealth Advisory, LLC3,535$217K0.06%+67713F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC3,508$216K0.04%new13F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp3,500$215K0.03%new13F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC3,485$214K0.01%new13F-HRTimeline
Oak Barrel Wealth Advisory LLC3,476$214K0.09%13F-HRTimeline
MRA Advisory Group3,473$213K0.08%new13F-HRTimeline
Goldenstone Wealth Management LLC3,469$213K0.14%-46413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,468$213K<0.01%new13F-HR/ATimeline
Strive Financial Group ,LLC3,467$213K0.09%+1,37913F-HR/ATimeline
CYPRESS FINANCIAL PLANNING LLC3,463$213K0.05%new13F-HRTimeline
Sherry Group, Inc.3,500$212K0.21%new13F-HRTimeline
Requisite Capital Management, LLC3,424$210K0.03%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,590$210K0.03%-1,18213F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS3,385$208K0.02%new13F-HRTimeline
Friday Financial3,505$208K0.06%-22113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,368$207K<0.01%new13F-HRTimeline
Fortitude Advisory Group L.L.C.3,353$206K0.08%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,348$206K<0.01%new13F-HRTimeline
Mission Financial Group, LLC3,341$205K0.17%13F-HRTimeline
LifeGoal Investments, LLC3,319$204K0.09%new13F-HRTimeline
BFSG, LLC3,291$202K0.02%+2313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,278$201K0.01%new13F-HRTimeline
Valeo Financial Advisors, LLC3,267$201K<0.01%new13F-HRTimeline
COFG Advisors, LLC3,263$201K0.03%new13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…3,260$200K0.05%new13F-HRTimeline
Clarity Financial LLC3,255$200K0.02%new13F-HRTimeline
Centerpoint Advisors, LLC3,149$194K0.06%+7613F-HRTimeline
Winch Advisory Services, LLC3,141$193K0.04%+20013F-HRTimeline
Community Financial Services Group, LLC3,150$190K0.03%+2,95013F-HRTimeline
Strategic Wealth Partners, Ltd.3,032$186K0.01%-1,35513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,884$177K0.04%+2,33913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,833$174K-248Timeline
SSA SWISS ADVISORS AG2,799$172K0.06%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,773$170K0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC2,610$160K0.09%new13F-HRTimeline
Innovative Asset Advisors Group, LLC2,196$135K0.06%+5213F-HRTimeline
Founders Financial Alliance, LLC2,163$133K0.02%+57213F-HRTimeline
StrongBox Wealth, LLC2,125$131K0.04%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,040$125K0.05%+213F-HRTimeline
Essential Investment Partners LLC1,950$120K0.1%+40013F-HRTimeline
BAYBAN1,926$118K0.09%013F-HRTimeline
Rialto Wealth Management, LLC1,882$116K0.02%013F-HRTimeline
American Capital Advisory, LLC1,820$112K0.04%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,773$109K0.01%+4813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,740$107K<0.01%+14313F-HRTimelineGroup
IAG Wealth Partners, LLC1,714$105K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,695$104K<0.01%+34013F-HRTimeline
Graney & King, LLC1,674$103K0.04%-16913F-HRTimeline
TRUST CO OF VERMONT1,648$101K<0.01%13F-HRTimeline
GGM Financial LLC1,620$99.6K0.04%+4613F-HRTimeline
Blue Trust, Inc.1,606$98.7K<0.01%-3,93313F-HRTimeline
DHJJ Financial Advisors, Ltd.1,571$96.6K0.03%-2413F-HRTimeline
Hilton Head Capital Partners, LLC1,500$92.2K0.05%013F-HRTimeline
Pinnacle Bancorp, Inc.1,258$77.3K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,251$76.9K0.02%new13F-HRTimeline
Salomon & Ludwin, LLC1,221$73.5K0.01%+78713F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,184$72.8K0.05%-44613F-HRTimeline
Longview Financial Advisors LLC1,056$64.9K0.03%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,000$61.5K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,000$61.5K0.02%-1,27513F-HRTimeline
REYL & Cie S.A.1,100$61.2K0.07%13F-HRTimeline
Dynamic Wealth Strategies, LLC974$59.9K0.03%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,000$59.3K<0.01%-1,97013F-HRTimeline
WOLFF WIESE MAGANA LLC963$59.2K0.03%+213F-HRTimeline
Bear Mountain Capital, Inc.964$58K0.02%+41813F-HRTimeline
Fairway Wealth LLC919$56.5K0.01%new13F-HRTimeline
Roxbury Financial LLC917$56.4K0.04%-3213F-HRTimeline
Front Row Advisors LLC940$56.1K0.02%-17513F-HRTimeline
Strategic Investment Solutions, Inc. /IL904$55.5K0.01%+2613F-HRTimeline
William B. Walkup & Associates, Inc.900$55.3K0.03%new13F-HRTimeline
Sunrise Financial Services, LLC900$55.3K0.03%-2613F-HRTimeline
Millstone Evans Group, LLC891$54.8K0.03%new13F-HRTimeline
Roble, Belko & Company, Inc871$54K0.01%013F-HRTimeline
Activest Wealth Management867$53.3K0.01%-3613F-HRTimeline
Archer Investment Corp835$51.3K0.01%+24513F-HR/ATimeline
Reyes Financial Architecture, Inc.735$45.2K0.03%-1,57213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…722$44.4K<0.01%new13F-HRTimelineGroup
Independence Bank of Kentucky720$44.3K<0.01%013F-HRTimeline
Heritage Wealth Advisors717$44.1K<0.01%-17613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…697$42.9K<0.01%-43513F-HRTimelineGroup
Investors Portfolio Services LLC676$41.5K0.03%-39,15613F-HRTimeline
Main Street Group, LTD660$40.6K0.01%013F-HRTimeline
Key Capital Management, INC624$38.4K0.02%new13F-HRTimeline
Institute for Wealth Management, LLC.622$38.2K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.631$38K0.01%-7213F-HRTimeline
Kingdom Financial Group LLC.615$37.8K0.01%new13F-HRTimeline
Westside Investment Management, Inc.554$34K<0.01%-7,10013F-HRTimeline
Anchor Bay Capital, Inc.569$34K0.02%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.550$33.8K0.02%-2,96413F-HRTimeline
Federation des caisses Desjardins du Qu…525$32.3K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC518$31.9K<0.01%new13F-HRTimeline
Holos Integrated Wealth LLC525$31.2K0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC500$30.7K0.01%+30013F-HRTimeline
Atlantic Private Wealth, LLC500$30.7K0.02%013F-HRTimeline
Cornerstone National Bank & Trust Co459$27.6K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.446$27.4K<0.01%013F-HRTimeline
Dunhill Financial, LLC436$26.8K0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC411$25.3K<0.01%013F-HRTimeline
3Chopt Investment Partners, LLC364$22.4K<0.01%-1013F-HRTimeline
SJS Investment Consulting Inc.357$21.9K<0.01%013F-HRTimeline
AlphaCore Capital LLC352$21.6K<0.01%+5713F-HRTimeline
Piscataqua Savings Bank335$20.6K0.01%013F-HRTimeline
SWAN Capital LLC327$20.1K0.01%+19213F-HRTimeline
MILLER WEALTH ADVISORS, LLC324$19.9K0.01%013F-HR/ATimeline
INVESTMENT COUNSEL CO OF NEVADA307$18.9K0.04%new13F-HRTimeline
GODSEY & GIBB, INC293$18K<0.01%+10013F-HRTimeline
Asset Dedication, LLC289$17.8K<0.01%+2513F-HRTimeline
Napier Financial, LLC274$16.8K<0.01%new13F-HRTimeline
Acumen Wealth Advisors, LLC255$15.7K<0.01%-3513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…250$15K<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …250$14.9K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC237$14.6K<0.01%013F-HRTimeline
Miller Global Investments, LLC205$12.6K0.01%013F-HRTimeline
NVWM, LLC200$12.3K<0.01%new13F-HRTimeline
Crews Bank & Trust200$12.3K<0.01%new13F-HRTimeline
Vision Retirement, LLC196$12K<0.01%-6313F-HRTimeline
Avion Wealth200$12K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.186$11.4K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC176$10.8K0.01%013F-HRTimeline
Gen-Wealth Partners Inc169$10.4K<0.01%+11013F-HRTimeline
CX Institutional155$10K<0.01%-113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.143$8.79K0.01%+5013F-HRTimeline
Costello Asset Management, INC107$6.56K<0.01%+313F-HRTimeline
Trust Co104$6.39K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC102$6.27K<0.01%+213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV101$6.21K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB100$6.15K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC100$6.15K<0.01%013F-HRTimeline
Aspect Partners, LLC100$6.15K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division100$6.15K<0.01%013F-HRTimeline
Bullock Wealth Management Group100$6.02K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.94$6K<0.01%-61713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHESAPEAKE ASSET MANAGEMENT LLC95$5.88K<0.01%+313F-HRTimeline
City State Bank95$5.84K<0.01%013F-HRTimeline
Imprint Wealth LLC95$5.84K0.02%013F-HRTimeline
Abound Wealth Management90$5.53K<0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC75$4.61K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC74$4.55K<0.01%-5,02413F-HRTimeline
LGT Financial Advisors LLC62$3.81K0.02%013F-HRTimeline
MATHER GROUP, LLC.60$3.69K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC60$3.69K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC57$3.5K<0.01%+113F-HRTimeline
Elevated Capital Advisors, LLC51$3.13K<0.01%013F-HRTimeline