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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

749 managers (756 13F filers) reported a position in JEPQ shares at 2024-12-31, 133,620,117 shares in all. 104 filers opened a position and 29 filers sold out during the quarter.

Managers
749
13F filers
756
New
104
Added
399
Reduced
121
Sold out
29
Shares held by filers
133,620,117

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,256,020$1.14B0.09%+2,805,86013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY16,646,097$939M0.07%+1,835,96313F-HR/ATimelineGroup
LPL Financial LLC8,914,358$503M0.2%+860,01913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,910,038$446M0.04%+1,085,22213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,695,705$321M0.08%+498,27013F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,699,651$209M0.05%+122,33513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,323,736$187M+15,898Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,098,168$175M0.06%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,013,607$170M0.04%+561,09513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,705,679$153M0.34%+171,31913F-HR/ATimelineGroup
RiverFront Investment Group, LLC2,472,046$139M3.17%+139,41213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,075,752$117M0.17%+340,41613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,018,272$114M0.03%+671,19113F-HRTimelineGroup
Private Advisor Group, LLC1,877,026$106M0.6%+811,64013F-HRTimeline
Cetera Investment Advisers1,505,562$84.9M0.18%+164,67913F-HRTimeline
Requisite Capital Management, LLC1,081,911$61.5M12.55%-22,42613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,059,209$59.7M0.11%+374,28513F-HR/ATimeline
Cambridge Investment Research Advisors,…1,044,682$58.9M0.2%+609,86413F-HRTimeline
MML INVESTORS SERVICES, LLC1,019,870$57.5M0.2%+236,55613F-HRTimeline
Janney Montgomery Scott LLC974,244$54.9M0.15%+44,68513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding927,270$52.3M+150,870Timeline
Hilton Capital Management, LLC926,687$52.2M4.52%-122,35613F-HRTimeline
CAPITAL ADVISORS INC/OK872,987$49.2M0.98%+61,23813F-HRTimeline
HighTower Advisors, LLC796,395$44.9M0.06%+87,13113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP796,370$44.9M0.05%+108,73713F-HRTimelineGroup
CWM, LLCin group CWM, LLC689,258$38.9M0.16%+79,04513F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC642,560$36.2M6.62%-207,43813F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC582,871$32.9M0.76%-50,88413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC578,999$32.6M0.05%+415,38213F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding528,880$29.8M+202,676Timeline
Marks Wealth, LLC519,973$29.3M14.11%+491,44513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP515,240$29M0.05%-88,34413F-HRTimelineGroup
WNY Asset Management, LLC499,396$28.2M3.49%+352,76713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…495,692$27.9M0.7%-25,85413F-HRTimelineGroup
Steward Partners Investment Advisory, L…492,684$27.8M0.25%+38,18713F-HRTimeline
Atria Wealth Solutions, Inc.480,014$27.1M0.3%+58,47013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.479,799$27.1M0.26%+15,20413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.465,535$26.2M0.05%+19,47413F-HRTimelineGroup
American Trust446,058$25.1M1.91%-29,71213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…441,851$24.9M0.06%+53,36713F-HRTimelineGroup
HILLTOP WEALTH ADVISORS, LLC418,188$23.6M11.92%+6,45213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources413,311$23.3M0.01%+34,94113F-HRTimelineGroup
Financially Speaking Inc405,964$22.9M15.55%13F-HRTimeline
Mariner, LLCin group Mariner, LLC405,624$22.9M0.04%+88,03413F-HRTimelineGroup
James Reed Financial Services, Inc.395,989$22.3M23.29%13F-HRTimeline
Robertson Stephens Wealth Management, L…391,927$22.3M0.79%+17,99613F-HRTimeline
SBI Securities Co., Ltd.367,469$20.7M0.64%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…366,662$20.7M0.46%+188,89113F-HRTimelineGroup
NewEdge Advisors, LLC363,142$20.5M0.12%+98,94713F-HRTimeline
Prime Capital Investment Advisors, LLC354,701$20M0.29%-2,86813F-HRTimeline
Second Half Financial Partners, LLC339,186$19.1M9.34%+135,22613F-HRTimeline
PSI Advisors, LLC337,379$19M5.64%+37,78813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC334,214$18.8M0.63%+18,69013F-HRTimeline
Howard Capital Management, LLC333,605$18.8M0.29%+76,82913F-HRTimeline
Cornerstone Advisory, LLC321,533$18.7M2.13%+36,10013F-HRTimeline
MADDEN SECURITIES Corp330,869$18.7M7.46%+25,46313F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC299,711$16.9M8.92%+20,31913F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC297,752$16.8M0.13%-41,62013F-HRTimelineGroup
Marshall Financial Group, LLC297,301$16.8M4.06%+9,71313F-HRTimeline
Graypoint LLC295,586$16.7M1.01%+29,25413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth274,175$15.5M0.04%+141,81613F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP254,800$14.4M0.03%new13F-HRTimelineGroup
Ellis Investment Partners, LLC252,743$14.2M2.81%+21,22113F-HRTimeline
KINTRA WEALTH, LLC251,112$14.2M9.87%+3,53613F-HRTimeline
Eldridge Investment Advisors, Inc.250,192$14.1M3.28%-90,17413F-HRTimeline
Orion Porfolio Solutions, LLC235,522$13.3M0.13%-8,54613F-HRTimeline
Orion Portfolio Solutions, LLC235,522$13.3M0.13%-8,54613F-HRTimeline
Argent Trust Co234,142$13.2M0.54%+1,15413F-HRTimeline
Independent Advisor Alliance231,669$13.1M0.17%new13F-HRTimeline
Wick Capital Partners, LLC228,109$12.9M3.79%+34,24913F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…223,788$12.6M0.02%-562,29413F-HRTimelineGroup
MBL Wealth, LLC220,844$12.5M1.25%+11,54113F-HRTimeline
Marquette Asset Management, LLC214,624$12.1M1.98%+5,26413F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC198,917$11.2M3.13%+42,96313F-HRTimeline
Tradition Wealth Management, LLC198,576$11.2M0.99%+39,64213F-HRTimeline
Centurion Wealth Management LLC192,548$10.9M3.4%+5,74113F-HRTimeline
Waverly Advisors, LLC191,459$10.8M0.17%+1,54613F-HRTimeline
&PARTNERS187,210$10.7M0.13%+75,31813F-HRTimeline
Aventura Private Wealth, LLC185,221$10.4M5.62%13F-HRTimeline
B. Riley Wealth Advisors, Inc.181,891$10.3M0.34%-49,91513F-HRTimeline
Financial Partners Group, Inc182,599$10.3M1.5%+38,42613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC182,300$10.3M0.02%new13F-HRTimeline
Cambridge Advisors Inc.177,466$10M2.23%+23,31413F-HRTimeline
Pine Valley Investments Ltd Liability Co174,558$9.91M0.65%+16,65813F-HRTimeline
HUB Investment Partners, LLC175,290$9.88M0.42%+46,69113F-HRTimeline
Beacon Financial Advisory LLC172,945$9.75M3.17%+13,58513F-HRTimeline
Prospera Financial Services Inc172,137$9.71M0.23%+31,65913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…167,424$9.44M0.01%+38,30213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding164,773$9.29M+7,292Timeline
Lighthouse Financial LLC164,355$9.27M7.53%13F-HRTimeline
MGO ONE SEVEN LLC160,133$9.03M0.35%-98,47713F-HRTimeline
Coastal Bridge Advisors, LLC159,583$9M2.26%+5,88313F-HRTimeline
FWG Holdings, LLC156,060$8.84M4.24%-2,59813F-HRTimeline
ADG Wealth Management Group, LLC155,404$8.76M7.78%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC154,029$8.68M0.01%+152,13413F-HRTimelineGroup
Wealthfront Advisers LLC153,630$8.66M0.03%+39,48013F-HR/ATimeline
Mountain Capital Investment Advisors In…146,527$8.39M1.74%+19,59813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.143,728$8.1M0.05%+16,33613F-HRTimeline
Beta Wealth Group, Inc.141,580$7.98M3.53%+6913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…140,869$7.94M0.11%+13,56013F-HRTimelineGroup
Wealth Advisors of Iowa, LLC137,091$7.73M3.9%+20,73713F-HRTimeline
Crescent Grove Advisors, LLC135,664$7.71M0.76%+109,36313F-HRTimeline
Vienna Asset Management LLC135,792$7.66M5.18%+3,60513F-HRTimeline
Dynamic Advisor Solutions LLC133,470$7.53M0.33%+22,77813F-HRTimeline
WEST MICHIGAN ADVISORS, LLC129,388$7.35M2.22%-1,28513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC130,368$7.35M2.13%+13,42613F-HRTimeline
Bernardo Wealth Planning LLC129,950$7.27M1.74%-62913F-HRTimeline
Sandbox Financial Partners, LLC123,333$6.95M2.32%+7,50313F-HRTimeline
Armor Investment Advisors, LLC119,804$6.75M2.78%+15,03413F-HRTimeline
New England Private Wealth Advisors LLC117,626$6.63M1.05%+2,41713F-HRTimeline
Members Advisory Group LLC115,754$6.53M2.68%+21,79613F-HRTimeline
U.S. Capital Wealth Advisors, LLC115,351$6.5M0.2%-66413F-HRTimeline
FAGAN ASSOCIATES, INC.115,172$6.49M1.03%+27,41113F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC114,286$6.44M1.71%+1,63313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC113,605$6.41M0.26%+18,08213F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.113,134$6.38M0.29%+25,80913F-HRTimeline
RWQ Financial Management Services, Inc.111,212$6.27M2.45%+13,47013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC111,007$6.26M0.14%+81,95913F-HRTimelineGroup
Eagle Bluffs Wealth Management LLC108,835$6.19M3.32%-4,23413F-HRTimeline
Carr Financial Group Corp107,870$6.08M1.91%+13,90113F-HRTimeline
Guided Capital Wealth Management, LLC105,098$5.93M5.43%13F-HRTimeline
COMERICA BANK104,178$5.87M0.02%+6,78413F-HR/ATimeline
Delta Investment Management, LLC104,024$5.86M1.14%-291,33313F-HRTimeline
Kingsview Wealth Management, LLC103,813$5.85M0.11%+6,08813F-HRTimeline
Krilogy Financial LLC103,125$5.81M0.39%+25,19613F-HRTimeline
NFSG Corp102,479$5.78M1.48%+13,94413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…102,253$5.77M0.2%+45,70013F-HRTimelineGroup
FRG Family Wealth Advisors LLC96,472$5.44M0.99%+10,13913F-HRTimeline
Patriot Financial Group Insurance Agenc…95,752$5.4M0.72%+4,29913F-HRTimeline
Palacios Wealth Management, LLC93,621$5.31M5.73%13F-HRTimeline
Sanctuary Advisors, LLC91,132$5.24M0.03%-1,31513F-HRTimeline
Ignite Planners, LLC91,555$5.23M1.15%+2,03713F-HRTimeline
High Net Worth Advisory Group LLC91,786$5.17M1.45%-1,87113F-HRTimeline
Venture Visionary Partners LLC91,645$5.17M0.22%+19,11613F-HR/ATimeline
KENNEDY INVESTMENT GROUP, INC.90,355$5.09M2.31%+7,21013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC89,717$5.06M1.12%-20,81213F-HRTimeline
Tiptree Advisors, LLC89,350$5.04M5.22%13F-HRTimeline
Integrated Wealth Concepts LLC89,302$5.03M0.06%+18,29213F-HRTimeline
WEDBUSH SECURITIES INC89,222$5.03M0.18%+11,95313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …88,701$5M0.14%+21,98513F-HRTimelineGroup
StoneCrest Wealth Management, Inc.87,775$4.95M3.23%+3,58013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …87,086$4.91M2.87%+37,31613F-HRTimeline
AVALON CAPITAL MANAGEMENT86,843$4.9M1.58%+5913F-HRTimeline
Garden State Investment Advisory Servic…86,470$4.89M1.5%+10,82713F-HRTimeline
Socha Financial Group, LLC86,673$4.89M2.29%-338,65113F-HRTimeline
Cascade Wealth Advisors, Inc86,400$4.87M3.3%+1,63613F-HRTimeline
Principle Wealth Partners LLC85,506$4.82M0.34%-94013F-HRTimeline
NewEdge Wealth, LLC83,174$4.69M0.08%+5,23513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC83,160$4.69M0.29%+17,43913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…82,257$4.64M<0.01%+58,63213F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC81,971$4.62M0.74%+17,89113F-HRTimeline
BLAIR WILLIAM & CO/IL80,696$4.55M0.01%+11,00213F-HRTimeline
Trinity Legacy Partners, LLC79,146$4.46M1.15%+3,95913F-HRTimeline
Cobblestone Asset Management LLC78,874$4.45M2.9%-32,62113F-HRTimeline
Intrepid Financial Planning Group LLC77,843$4.39M1.85%+37,55513F-HRTimeline
IVC Wealth Advisors LLC76,124$4.29M2.4%+17,30413F-HRTimeline
NWF Advisory Services Inc.74,745$4.25M0.62%-14,52513F-HRTimeline
CENTAURUS FINANCIAL, INC.75,260$4.24M0.26%-174,02913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC74,987$4.23M0.32%+12,54113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …74,372$4.19M0.06%+25,82313F-HRTimelineGroup
FOREFRONT WEALTH MANAGEMENT INC.74,174$4.18M3.85%13F-HRTimeline
DAVENPORT & Co LLC73,479$4.14M0.02%+18,82713F-HRTimeline
Teamwork Financial Advisors, LLC73,438$4.14M0.54%+8,37613F-HRTimeline
Maia Wealth LLC72,708$4.13M0.89%+12,01913F-HRTimeline
Advisory Resource Group72,934$4.11M0.87%+10,05513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC72,726$4.1M0.01%-2,25013F-HRTimelineGroup
GRIES FINANCIAL LLC72,688$4.1M0.73%+28,86113F-HRTimeline
Ergawealth Advisors, Inc.72,647$4.1M2.02%+9,72913F-HRTimeline
SlateStone Wealth, LLC72,521$4.09M0.4%+3,06113F-HRTimeline
Tyler-Stone Wealth Management71,446$4.03M0.72%-5,85013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management70,974$4M0.06%-23,54313F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC70,834$3.99M1.64%+20,81413F-HRTimeline
Sulzberger Capital Advisors, Inc.69,570$3.92M4.48%13F-HRTimeline
Visionary Wealth Advisors69,385$3.91M0.23%-5,32813F-HRTimeline
Princeton Global Asset Management LLC68,811$3.88M0.73%+2,91513F-HRTimeline
Morse Asset Management, Inc66,281$3.74M0.86%+62913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED64,674$3.7M0.34%+2,52613F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC63,816$3.6M1.81%+13,12513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC63,411$3.58M0.09%+18,91713F-HRTimeline
Waterloo Capital, L.P.63,236$3.57M0.38%-42913F-HRTimeline
OneDigital Investment Advisors LLC62,486$3.52M0.04%+32,97913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC61,977$3.49M0.05%+2,86613F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.61,523$3.47M0.22%+32413F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC60,638$3.42M0.22%+9,99313F-HRTimeline
Wealthspire Advisors, LLC60,604$3.42M0.03%-3,49813F-HRTimeline
SMITH, MOORE & CO.60,136$3.39M0.31%+5,19513F-HRTimeline
Semus Wealth Partners LLC60,072$3.39M2.24%+8,20413F-HRTimeline
Larson Financial Group LLC59,971$3.38M0.18%+19,67913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…59,431$3.34M0.28%-3,018,63313F-HRTimeline
Good Life Advisors, LLC59,062$3.33M0.24%+8,37113F-HRTimeline
Lifestyle Asset Management, Inc.58,694$3.31M1.8%+53513F-HRTimeline
Sigma Planning Corp57,897$3.26M0.1%+7,33313F-HRTimeline
Bouvel Investment Partners, LLC57,844$3.26M1.18%+25,44513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management57,653$3.25M0.1%new13F-HRTimelineGroup
Magnus Financial Group LLC57,092$3.22M0.31%+12,86913F-HRTimeline
Apexium Financial, LP56,457$3.2M0.19%+43,34013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…56,096$3.16M2.4%13F-HR/ATimelineGroup
SeaCrest Wealth Management, LLC55,736$3.14M0.33%+9,36713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP55,536$3.13M0.23%+1,97513F-HRTimeline
Mayfair Advisory Group, LLC55,309$3.12M1.84%+28,48513F-HRTimeline