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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

931 managers (941 13F filers) reported a position in JEPQ shares at 2025-12-31, 174,704,370 shares in all. 90 filers opened a position and 57 filers sold out during the quarter.

Managers
931
13F filers
941
New
90
Added
459
Reduced
226
Sold out
57
Shares held by filers
174,704,370

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Centerpoint Advisors, LLC3,005$175K0.05%+11213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,970$175K<0.01%-80013F-HRTimeline
Park Place Capital Corp3,000$174K0.04%new13F-HRTimeline
Avion Wealth2,981$173K0.04%+1,41813F-HRTimeline
Glen Eagle Advisors, LLC2,867$167K0.02%+12013F-HRTimeline
Graney & King, LLC2,838$165K0.1%+1,01013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,818$164K<0.01%-17013F-HRTimelineGroup
SSA SWISS ADVISORS AG2,799$163K0.08%013F-HRTimeline
VSM Wealth Advisory, LLC2,782$162K0.05%+36713F-HRTimeline
GAMMA Investing LLC2,731$159K0.01%+49613F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC2,642$154K0.1%13F-HRTimeline
Caitlin John, LLC2,636$153K0.1%-2,26513F-HRTimeline
Cape Investment Advisory, Inc.2,542$148K0.05%+2,34213F-HRTimeline
Reyes Financial Architecture, Inc.2,307$134K0.08%013F-HRTimeline
Medallion Wealth Advisors, LLC2,275$132K0.04%013F-HRTimeline
Versant Capital Management, Inc2,237$130K0.02%new13F-HRTimeline
Winch Advisory Services, LLC2,155$125K0.03%+3513F-HRTimeline
Strive Financial Group ,LLC2,088$121K0.06%13F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,036$118K0.04%new13F-HRTimeline
Keating Financial Advisory Services, In…2,022$118K0.02%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,000$116K0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,945$113K<0.01%-1,69513F-HRTimelineGroup
BAYBAN1,926$112K0.1%13F-HRTimeline
Rialto Wealth Management, LLC1,882$109K0.03%013F-HRTimeline
American Capital Advisory, LLC1,820$106K0.05%013F-HRTimeline
Qube Research & Technologies Ltd1,747$102K<0.01%-8,90313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,682$97.8K<0.01%+3513F-HRTimeline
DHJJ Financial Advisors, Ltd.1,630$94.7K0.03%013F-HRTimeline
TRUST CO OF VERMONT1,601$93K<0.01%+25013F-HRTimeline
Cedar Mountain Advisors, LLC1,593$92.6K0.02%013F-HRTimeline
GGM Financial LLC1,532$89K0.04%+3813F-HRTimeline
Hilton Head Capital Partners, LLC1,500$87.2K0.05%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,415$82K0.06%-11213F-HRTimeline
BOKF, NAin group BOKF, NA1,363$79.2K<0.01%new13F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC1,332$77.4K0.06%13F-HRTimeline
Sunrise Financial Services, LLC1,320$76.7K0.06%13F-HRTimeline
Pinnacle Bancorp, Inc.1,258$73.1K0.02%013F-HRTimeline
SageView Advisory Group, LLC1,249$72.6K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC1,182$68.7K0.01%-55913F-HRTimeline
Front Row Advisors LLC1,115$65.4K0.02%013F-HRTimeline
Longview Financial Advisors LLC1,056$61.4K0.03%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,000$58.1K<0.01%new13F-HRTimeline
Essential Investment Partners LLC965$56.1K0.05%13F-HRTimeline
Roxbury Financial LLC949$55.2K0.05%013F-HRTimeline
Roble, Belko & Company, Inc871$51K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.841$48.9K<0.01%-2,35913F-HRTimelineGroup
CX Institutional805$47K<0.01%new13F-HRTimeline
Imprint Wealth LLC722$42K0.2%new13F-HRTimeline
Independence Bank of Kentucky720$41.8K0.01%-9,80013F-HRTimeline
Heritage Wealth Advisors717$41.7K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/702$40.8K<0.01%-2613F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC700$40.7K0.02%new13F-HRTimeline
Federation des caisses Desjardins du Qu…700$40.7K<0.01%-1,00913F-HRTimeline
HAZLETT, BURT & WATSON, INC.674$40K0.01%+313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…680$39.5K<0.01%+54713F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.651$38K<0.01%+8713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFC & Insurance Marketing, Inc.606$35K0.03%13F-HRTimeline
Archer Investment Corp590$34.3K0.01%new13F-HRTimeline
Navalign, LLC568$33K0.01%new13F-HRTimeline
Bear Mountain Capital, Inc.546$32.2K0.01%-50013F-HRTimeline
Wellington Grp LLC509$29.6K0.01%13F-HR/ATimeline
Atlantic Private Wealth, LLC500$29.1K0.02%013F-HRTimeline
Sankala Group LLC475$27.6K0.02%13F-HRTimeline
WFA of San Diego, LLC470$27.3K0.02%-31013F-HRTimeline
Cornerstone National Bank & Trust Co459$26.7K0.01%013F-HRTimeline
Salomon & Ludwin, LLC434$25.4K<0.01%013F-HRTimeline
Catherine Avery Investment Management L…405$23.5K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC411$23K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.383$22.8K0.02%13F-HRTimeline
3Chopt Investment Partners, LLC376$22.1K<0.01%-2213F-HRTimeline
QUADRANT CAPITAL GROUP LLC375$21.8K<0.01%new13F-HRTimeline
AlphaCore Capital LLC370$21.7K<0.01%+10113F-HRTimeline
SJS Investment Consulting Inc.357$20.7K<0.01%013F-HRTimeline
Piscataqua Savings Bank335$19.5K0.01%new13F-HRTimeline
MILLER WEALTH ADVISORS, LLC324$18.8K0.01%013F-HR/ATimeline
Delos Wealth Advisors, LLC294$17.1K0.01%013F-HRTimeline
Asset Dedication, LLC264$15.3K<0.01%013F-HRTimeline
Osbon Capital Management LLC263$15.3K0.01%13F-HRTimeline
WOLFF WIESE MAGANA LLC260$15.1K0.01%+513F-HRTimeline
Vision Retirement, LLC259$15K<0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC254$14.7K0.01%-1,13513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …250$14.7K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC237$13.8K<0.01%013F-HRTimeline
Bogart Wealth, LLC202$11.7K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC200$11.6K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…197$11.4K<0.01%+513F-HRTimeline
GODSEY & GIBB, INC193$11.2K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.186$10.8K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…167$9.71K<0.01%new13F-HRTimelineGroup
Acumen Wealth Advisors, LLC153$8.98K<0.01%13F-HRTimeline
First PREMIER Bank144$8K<0.01%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC129$7.57K<0.01%+2113F-HRTimeline
Dunhill Financial, LLC127$7.38K<0.01%+213F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…116$6.74K<0.01%+313F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC101$5.87K<0.01%+113F-HRTimeline
Costello Asset Management, INC101$5.86K<0.01%-2,59013F-HRTimeline
Wilmington Savings Fund Society, FSB100$5.81K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC100$5.81K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC100$5.81K<0.01%013F-HRTimeline
Aspect Partners, LLC100$5.81K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division100$5.81K<0.01%013F-HRTimeline
Hilltop National Bank100$5.81K<0.01%new13F-HRTimeline
Bullock Wealth Management Group100$5.81K<0.01%013F-HRTimeline
City State Bank95$5.52K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.93$5.41K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC90$5.25K<0.01%+213F-HRTimeline
Harbor Asset Planning, Inc.88$5.12K<0.01%new13F-HRTimeline
Root Financial Partners, LLC81$4.71K<0.01%-50313F-HRTimeline
LGT Financial Advisors LLC62$3.6K0.02%-3613F-HRTimeline
Elevated Capital Advisors, LLC60$3.49K<0.01%new13F-HRTimeline
Paladin Advisory Group, LLC60$3.49K<0.01%013F-HRTimeline
Lummis Asset Management, LP60$3.49K<0.01%new13F-HRTimeline
Essential Partners LLC59$3.43K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc58$3.34K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC56$3.25K<0.01%-46713F-HRTimeline
Investors Research Corp54$3.14K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…53$3.11K<0.01%-213F-HRTimelineGroup
Fairway Wealth LLC45$2.62K<0.01%new13F-HRTimeline
Garton & Associates Financial Advisors …40$2.33K<0.01%13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…37$2.15K<0.01%-113F-HRTimelineGroup
Coston, McIsaac & Partners46$2K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.32$1.87K<0.01%+113F-HRTimeline
Scarborough Advisors, LLC19$1.1K<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.19$1.1K<0.01%13F-HRTimelineGroup
Go Invest LLC17$1.01K<0.01%13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC15$925<0.01%+313F-HRTimeline
Legacy Bridge, LLC15$872<0.01%013F-HRTimeline
Operose Advisors LLC10$581<0.01%new13F-HRTimeline
Estate Planners Group, LLC3$165<0.01%13F-HRTimeline
Activest Wealth Management2$102<0.01%013F-HRTimeline
Beacon Capital Management, Inc.1$20<0.01%+113F-HRTimeline