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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

845 managers (853 13F filers) reported a position in JEPQ shares at 2025-09-30, 172,195,257 shares in all. 100 filers opened a position and 50 filers sold out during the quarter.

Managers
845
13F filers
853
New
100
Added
408
Reduced
245
Sold out
50
Shares held by filers
172,195,257

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
STANCE CAPITAL LLC199$11.4K<0.01%new13F-HRTimeline
GODSEY & GIBB, INC193$11.1K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…192$11K<0.01%-97013F-HRTimeline
Physician Wealth Advisors, Inc.186$10.7K<0.01%013F-HRTimeline
Creekmur Asset Management LLC175$10.1K<0.01%+413F-HRTimeline
Abound Wealth Management172$9.89K<0.01%new13F-HRTimeline
ORG Partners LLC169$9.72K<0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …172$9.36K<0.01%013F-HRTimelineGroup
Global Trust Asset Management, LLC150$8.63K<0.01%-10013F-HRTimeline
First PREMIER Bank144$8K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…133$7.66K<0.01%-47813F-HRTimelineGroup
Dunhill Financial, LLC125$7.19K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…113$6.5K<0.01%new13F-HRTimelineGroup
Main Street Group, LTD110$6.33K<0.01%013F-HRTimeline
Silicon Valley Capital Partners109$6.25K<0.01%new13F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC108$6.22K<0.01%+213F-HRTimeline
Wilmington Savings Fund Society, FSB100$5.75K<0.01%-64613F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$5.75K<0.01%new13F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$5.75K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC100$5.75K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC100$5.75K<0.01%new13F-HRTimeline
Aspect Partners, LLC100$5.75K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division100$5.75K<0.01%-4,00013F-HRTimeline
Bullock Wealth Management Group100$5.72K<0.01%013F-HRTimeline
LGT Financial Advisors LLC98$5.64K0.01%-5913F-HRTimeline
City State Bank95$5.46K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.93$5.35K0.01%-12813F-HR/ATimeline
CHESAPEAKE ASSET MANAGEMENT LLC88$5.07K<0.01%+313F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management85$4.89K<0.01%013F-HRTimelineGroup
Financially Speaking Inc74$4.26K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC60$3.45K<0.01%-38,79213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…55$3.12K<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.50$2.88K<0.01%new13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…38$2.19K<0.01%+613F-HR/ATimelineGroup
Coston, McIsaac & Partners46$2K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.31$1.8K<0.01%013F-HRTimeline
Scarborough Advisors, LLC19$1.09K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC18$1.03K<0.01%013F-HRTimeline
SWAN Capital LLC18$1.03K<0.01%-8213F-HRTimeline
Legacy Bridge, LLC15$863<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC12$723<0.01%+213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp12$691<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8$460<0.01%-913F-HRTimelineGroup
Activest Wealth Management2$99<0.01%013F-HRTimeline
Beacon Capital Management, Inc.0$20<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.