Skip to content
Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

Follow

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
Dorsey & Whitney Trust CO LLC4,157$231K0.01%013F-HRTimeline
Capital Square, LLC3,904$230K0.11%+34613F-HRTimeline
VALICENTI ADVISORY SERVICES INC4,145$230K0.05%new13F-HRTimeline
Welch Financial Planning, LLC4,139$230K0.17%013F-HRTimeline
Virtue Capital Management, LLC4,270$230K0.03%+913F-HRTimeline
Legacy Wealth Asset Management, LLC4,119$229K0.06%new13F-HRTimeline
Family Manage LLC4,100$228K0.03%013F-HRTimeline
MONECO ADVISORS, LLC4,099$228K0.02%+42713F-HRTimeline
Barnes Wealth Management Group, Inc4,071$226K0.11%+413F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.4,068$226K<0.01%13F-HRTimelineGroup
Alessandra Capital Management, LLC4,050$225K0.19%+50013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,017$223K<0.01%013F-HRTimelineGroup
RIDGECREST WEALTH PARTNERS, LLC4,000$222K0.12%013F-HRTimeline
Sequent Planning LLC3,969$220K0.05%+7513F-HRTimeline
Coquina Private Wealth LLC3,961$220K0.18%new13F-HRTimeline
Welch Group, LLC3,950$219K0.01%013F-HRTimeline
AIRE ADVISORS, LLC3,945$219K0.04%new13F-HRTimeline
Goldenstone Wealth Management LLC3,933$218K0.16%+4013F-HRTimeline
SIMON QUICK ADVISORS, LLC3,891$216K0.01%new13F-HRTimeline
Tidemark, LLC3,827$212K0.05%+4713F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC3,799$211K0.06%new13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC3,776$210K0.09%+10013F-HRTimeline
XML Financial, LLC3,750$208K0.02%013F-HRTimeline
Friday Financial3,726$207K0.07%new13F-HRTimeline
Caitlin John, LLC3,696$205K0.12%+1,06013F-HRTimeline
LJI Wealth Management, LLC3,665$203K0.03%new13F-HRTimeline
CFO4Life Group, LLC3,622$201K0.03%-33013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,605$200K0.03%013F-HRTimelineGroup
Ankerstar Wealth, LLC3,529$196K0.21%-1,15513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,514$195K0.13%-9,58013F-HRTimeline
BFSG, LLC3,268$181K0.02%-10413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding3,081$171K+2,914Timeline
Centerpoint Advisors, LLC3,073$171K0.06%+6813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,970$166K<0.01%013F-HRTimeline
Winch Advisory Services, LLC2,941$163K0.04%+78613F-HRTimeline
VSM Wealth Advisory, LLC2,858$159K0.05%+7613F-HRTimeline
SSA SWISS ADVISORS AG2,799$155K0.07%013F-HRTimeline
Bogart Wealth, LLC2,331$129K<0.01%+2,12913F-HRTimeline
Reyes Financial Architecture, Inc.2,307$128K0.1%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,300$128K0.07%+1,60013F-HRTimeline
Medallion Wealth Advisors, LLC2,275$126K0.04%013F-HRTimeline
Versant Capital Management, Inc2,237$124K0.01%013F-HRTimeline
GAMMA Investing LLC2,180$121K0.01%-55113F-HRTimeline
Innovative Asset Advisors Group, LLC2,144$119K0.07%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,132$118K<0.01%new13F-HRTimelineGroup
Strive Financial Group ,LLC2,088$116K0.06%013F-HRTimeline
Keating Financial Advisory Services, In…2,047$114K0.02%+2513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,038$113K0.05%+213F-HRTimeline
BAYBAN1,926$107K0.09%013F-HRTimeline
Rialto Wealth Management, LLC1,882$105K0.02%013F-HRTimeline
Graney & King, LLC1,843$102K0.06%-99513F-HRTimeline
American Capital Advisory, LLC1,820$101K0.04%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,725$95.8K<0.01%+4313F-HRTimeline
IAG Wealth Partners, LLC1,714$95.2K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.1,678$93.2K0.02%new13F-HRTimeline
Plante Moran Financial Advisors, LLC1,667$92.6K0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,630$90.5K0.07%+29813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,597$88.7K<0.01%-34813F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.1,595$88.6K0.03%-3513F-HRTimeline
Founders Financial Alliance, LLC1,591$88.3K0.02%+40913F-HRTimeline
GGM Financial LLC1,574$87.4K0.04%+4213F-HRTimeline
Glen Eagle Advisors, LLC1,555$86.3K0.01%-1,31213F-HRTimeline
Essential Investment Partners LLC1,550$86.1K0.08%+58513F-HRTimeline
Hilton Head Capital Partners, LLC1,500$83.3K0.05%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,447$80.3K0.01%+1,25013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,415$79K0.06%013F-HRTimeline
CoreCap Advisors, LLC1,355$75.3K<0.01%-2,14713F-HRTimeline
Pinnacle Bancorp, Inc.1,258$69.8K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,132$62.9K<0.01%+45213F-HRTimelineGroup
Front Row Advisors LLC1,115$61.9K0.02%013F-HRTimeline
Longview Financial Advisors LLC1,056$58.6K0.03%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,000$55.5K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC974$54.1K0.03%new13F-HRTimeline
WOLFF WIESE MAGANA LLC961$53.4K0.03%+70113F-HRTimeline
Roxbury Financial LLC949$52.7K0.05%013F-HRTimeline
Sunrise Financial Services, LLC926$51.4K0.04%-39413F-HRTimeline
Activest Wealth Management903$50.1K0.01%+90113F-HRTimeline
Heritage Wealth Advisors893$49.6K<0.01%+17613F-HRTimeline
Strategic Investment Solutions, Inc. /IL878$48.7K0.01%new13F-HRTimeline
Roble, Belko & Company, Inc871$48K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.842$46.7K<0.01%+113F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.703$40K0.01%+2913F-HRTimeline
Independence Bank of Kentucky720$40K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.711$39K<0.01%+6013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/702$39K<0.01%013F-HRTimelineGroup
Park Place Capital Corp700$38.9K0.01%-2,30013F-HRTimeline
Main Street Group, LTD660$36.6K0.01%new13F-HRTimeline
Archer Investment Corp590$32.8K0.01%013F-HRTimeline
Bear Mountain Capital, Inc.546$32K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC545$30.3K0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…525$29.1K<0.01%-17513F-HRTimeline
Atlantic Private Wealth, LLC500$27.8K0.02%013F-HRTimeline
WFA of San Diego, LLC460$25.5K0.02%-1013F-HRTimeline
Cornerstone National Bank & Trust Co459$25.5K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.446$24.8K<0.01%-3,02913F-HRTimeline
Salomon & Ludwin, LLC434$24.1K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC411$22K<0.01%013F-HRTimeline
3Chopt Investment Partners, LLC374$20.8K<0.01%-213F-HRTimeline
SJS Investment Consulting Inc.357$19.8K<0.01%013F-HRTimeline
Piscataqua Savings Bank335$18.6K0.01%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC324$18K0.01%013F-HRTimeline
Root Financial Partners, LLC320$17.8K<0.01%+23913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC300$16.7K<0.01%new13F-HRTimeline
AlphaCore Capital LLC295$16.4K<0.01%-7513F-HRTimeline
Acumen Wealth Advisors, LLC290$16.1K<0.01%+13713F-HRTimeline
Asset Dedication, LLC264$14.7K<0.01%013F-HRTimeline
Osbon Capital Management LLC263$14.6K0.01%013F-HRTimeline
Vision Retirement, LLC259$14.4K<0.01%013F-HRTimeline
Merkkuri Wealth Advisors LLC257$14.3K0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …250$13.8K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC237$13.2K<0.01%013F-HRTimeline
United Financial Planning Group LLC236$13.1K0.01%new13F-HRTimeline
Miller Global Investments, LLC205$11.4K0.01%new13F-HRTimeline
Community Financial Services Group, LLC200$11.1K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC200$11.1K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC200$11.1K<0.01%new13F-HRTimeline
Avion Wealth200$11K<0.01%-2,78113F-HRTimeline
GODSEY & GIBB, INC193$10.7K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.186$10.3K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd179$9.94K<0.01%-1,56813F-HRTimeline
STANCE CAPITAL LLC179$9.94K<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC176$9.77K0.01%-11813F-HRTimeline
CX Institutional156$9K<0.01%-64913F-HRTimeline
Robinswood Financial LLC154$8.55K<0.01%new13F-HR/ATimeline
First PREMIER Bank144$8K<0.01%013F-HRTimeline
Operose Advisors LLC136$7.55K<0.01%+12613F-HRTimeline
SWAN Capital LLC135$7.5K<0.01%new13F-HRTimeline
My Portfolio Guide, LLC120$6.66K<0.01%13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC106$6.25K<0.01%+513F-HRTimeline
Costello Asset Management, INC104$5.75K<0.01%+313F-HRTimeline
Wilmington Savings Fund Society, FSB100$5.55K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC100$5.55K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC100$5.55K<0.01%013F-HRTimeline
Aspect Partners, LLC100$5.55K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division100$5.55K<0.01%013F-HRTimeline
Bullock Wealth Management Group100$5.55K<0.01%013F-HRTimeline
City State Bank95$5.27K<0.01%013F-HRTimeline
Imprint Wealth LLC95$5.27K0.02%-62713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.93$5.16K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC92$5.15K<0.01%+213F-HRTimeline
LGT Financial Advisors LLC62$3.44K0.02%013F-HRTimeline
MATHER GROUP, LLC.60$3.33K<0.01%new13F-HRTimeline
Paladin Advisory Group, LLC60$3.33K<0.01%013F-HRTimeline
Lummis Asset Management, LP60$3.33K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc59$3.28K<0.01%+113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC56$3.11K<0.01%013F-HRTimeline
Investors Research Corp54$3K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC51$2.83K<0.01%-913F-HRTimeline
Coston, McIsaac & Partners46$2K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC34$1.89K<0.01%new13F-HRTimelineGroup
Mountain Hill Investment Partners Corp.33$1.83K<0.01%+113F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC27$1.52K<0.01%+1213F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…20$1.11K<0.01%-1713F-HRTimelineGroup
Scarborough Advisors, LLC19$1.05K<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.19$1.05K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC18$1K0.01%new13F-HRTimeline
Legacy Bridge, LLC15$833<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC5$277<0.01%new13F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC3$149<0.01%-12613F-HRTimeline
Beacon Capital Management, Inc.0$20<0.01%-113F-HR/ATimelineAmount filed as zero, left out of ratios.