Skip to content
Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

Follow

NASDAQ EQT PREM (fund)

779 managers (787 13F filers) reported a position in JEPQ shares at 2025-03-31, 152,408,473 shares in all. 96 filers opened a position and 58 filers sold out during the quarter.

Managers
779
13F filers
787
New
96
Added
447
Reduced
168
Sold out
58
Shares held by filers
152,408,473

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,135,873$1.15B0.09%+1,879,85313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY19,517,902$1.01B0.07%+2,871,80513F-HRTimelineGroup
LPL Financial LLC10,851,065$562M0.22%+1,936,70713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,603,531$497M0.04%+1,693,49313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,798,780$352M0.08%+1,103,07513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,818,537$198M0.07%+720,36913F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,669,846$190M0.04%-29,80513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,463,921$179M+140,185Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,259,412$169M0.38%+553,73313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,196,909$165M0.04%+1,178,63713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,080,536$160M0.04%+66,92913F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,743,400$142M0.2%+667,64813F-HRTimeline
RiverFront Investment Group, LLC2,530,980$131M2.92%+58,93413F-HRTimeline
Allworth Financial LP1,851,606$93.7M0.53%+1,849,24113F-HRTimeline
Cetera Investment Advisers1,586,218$82.1M0.16%+80,65613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,209,337$62.6M0.12%+150,12813F-HRTimeline
Requisite Capital Management, LLC1,158,366$60M13.53%+76,45513F-HRTimeline
MML INVESTORS SERVICES, LLC1,119,113$57.9M0.19%+99,24313F-HRTimeline
Janney Montgomery Scott LLC1,084,435$56.2M0.16%+110,19113F-HRTimeline
Private Advisor Group, LLC1,045,756$54.1M0.33%-831,27013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,023,628$53M+96,358Timeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,013,022$52.5M1.15%+430,15113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.969,244$50.2M0.3%+825,51613F-HRTimeline
Hilton Capital Management, LLC936,210$48.5M4.12%+9,52313F-HRTimeline
CAPITAL ADVISORS INC/OK935,386$48.4M0.96%+62,39913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP925,047$47.9M0.05%+128,67713F-HRTimelineGroup
HighTower Advisors, LLC835,765$43.3M0.06%+39,37013F-HRTimeline
CWM, LLCin group CWM, LLC722,269$37.4M0.15%+33,01113F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC719,523$37.3M6.98%+76,96313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP675,473$35M0.06%+160,23313F-HRTimelineGroup
Atria Wealth Solutions, Inc.608,159$31.5M0.38%+128,14513F-HRTimeline
Cambridge Investment Research Advisors,…591,338$30.6M0.1%-453,34413F-HRTimeline
Steward Partners Investment Advisory, L…587,634$30.4M0.27%+94,95013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…581,471$30.1M0.07%+139,62013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.569,139$29.5M0.28%+89,34013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.560,169$29M0.06%+94,63413F-HRTimelineGroup
Teamwork Financial Advisors, LLC558,428$28.9M3.98%+484,99013F-HRTimeline
SBI Securities Co., Ltd.528,776$27.4M0.91%+161,30713F-HRTimeline
Mariner, LLCin group Mariner, LLC528,572$27.4M0.05%+122,94813F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding519,542$26.9M-9,338Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…487,987$25.3M0.04%+264,19913F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…485,351$25.1M0.66%-10,34113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP473,330$24.5M0.02%new13F-HR/ATimelineGroup
HILLTOP WEALTH ADVISORS, LLC436,283$22.6M12.76%+18,09513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…424,148$22M0.47%+57,48613F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources423,236$21.9M0.01%+9,92513F-HRTimelineGroup
WNY Asset Management, LLC415,327$21.5M2.56%-84,06913F-HRTimeline
James Reed Financial Services, Inc.394,492$20.4M22.77%-1,49713F-HRTimeline
PSI Advisors, LLC390,008$20.2M6.57%+52,62913F-HRTimeline
Howard Capital Management, LLC376,654$19.5M0.49%+43,04913F-HRTimeline
MADDEN SECURITIES Corp373,089$19.3M7.5%+42,22013F-HRTimeline
Prime Capital Investment Advisors, LLC367,326$19M0.22%+12,62513F-HRTimeline
Cornerstone Advisory, LLC352,442$18.1M2.11%+30,90913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding313,217$16.2M+39,042Timeline
Graypoint LLC304,267$15.8M0.98%+8,68113F-HRTimeline
Second Half Financial Partners, LLC302,891$15.7M7.78%-36,29513F-HRTimeline
Marshall Financial Group, LLC299,242$15.5M3.38%+1,94113F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC298,283$15.4M0.12%+53113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC296,908$15.4M0.53%-37,30613F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC296,714$15.4M8.13%-2,99713F-HRTimeline
NewEdge Advisors, LLC294,175$15.2M0.09%-68,96713F-HRTimeline
B&D White Capital Company, LLC287,752$14.9M2.2%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.272,486$14.1M0.43%+90,59513F-HRTimeline
Ellis Investment Partners, LLC263,883$13.7M2.82%+11,14013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…259,967$13.5M0.01%+92,54313F-HRTimelineGroup
Orion Porfolio Solutions, LLC249,572$12.9M0.13%+14,05013F-HRTimeline
Orion Portfolio Solutions, LLC249,572$12.9M0.13%+14,05013F-HR/ATimeline
Eldridge Investment Advisors, Inc.245,111$12.7M2.92%-5,08113F-HRTimeline
Aventura Private Wealth, LLC244,268$12.6M6.63%+59,04713F-HRTimeline
Argent Trust Co237,712$12.3M0.51%+3,57013F-HRTimeline
Waverly Advisors, LLC236,868$12.3M0.15%+45,40913F-HRTimeline
KINTRA WEALTH, LLC225,427$11.7M7.87%-25,68513F-HRTimeline
MBL Wealth, LLC225,089$11.7M1.18%+4,24513F-HRTimeline
Financial Partners Group, Inc220,062$11.4M1.76%+37,46313F-HRTimeline
Compass Financial Services Inc219,931$11.4M5.98%+164,99813F-HRTimeline
HUB Investment Partners, LLC218,619$11.3M0.46%+43,32913F-HRTimeline
GWN SECURITIES INC.214,925$11.3M0.63%+200,12313F-HRTimeline
Tradition Wealth Management, LLC216,570$11.2M0.99%+17,99413F-HRTimeline
Wealthfront Advisers LLC214,689$11.1M0.03%+61,05913F-HRTimeline
Centurion Wealth Management LLC192,548$10.9M3.4%013F-HRTimeline
Marquette Asset Management, LLC208,738$10.8M1.9%-5,88613F-HRTimeline
Pine Valley Investments Ltd Liability Co206,830$10.7M0.69%+32,27213F-HRTimeline
Wick Capital Partners, LLC202,755$10.5M3.14%-25,35413F-HRTimeline
Prospera Financial Services Inc188,861$9.78M0.22%+16,72413F-HRTimeline
&PARTNERS188,759$9.77M0.1%+1,54913F-HRTimeline
Cambridge Advisors Inc.184,019$9.53M2.09%+6,55313F-HRTimeline
U.S. Capital Wealth Advisors, LLC183,948$9.52M0.29%+68,59713F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC179,483$9.29M2.69%-19,43413F-HRTimeline
Beacon Financial Advisory LLC177,959$9.21M2.79%+5,01413F-HRTimeline
Mountain Capital Investment Advisors In…181,391$9.18M1.97%+34,86413F-HRTimeline
Lighthouse Financial LLC171,776$8.89M7.68%+7,42113F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding169,698$8.79M+4,925Timeline
Vienna Asset Management LLC169,419$8.77M6.92%+33,62713F-HRTimeline
MGO ONE SEVEN LLC167,898$8.69M0.34%+7,76513F-HRTimeline
Advisor Resource Council176,283$8.66M0.7%new13F-HRTimeline
Coastal Bridge Advisors, LLC159,935$8.28M0.75%+35213F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…156,795$8.12M0.01%+74,53813F-HRTimelineGroup
FWG Holdings, LLC156,729$8.04M3.96%+66913F-HRTimeline
NFSG Corp153,794$7.96M1.93%+51,31513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…141,928$7.35M0.11%+1,05913F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC136,007$7.04M2.34%+6,61913F-HRTimeline
Bernardo Wealth Planning LLC135,833$7.03M1.68%+5,88313F-HR/ATimeline
ADG Wealth Management Group, LLC134,432$6.96M6.56%-20,97213F-HRTimeline
Dynamic Advisor Solutions LLC134,132$6.95M0.23%+66213F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC133,541$6.91M2.03%+19,25513F-HRTimeline
Kingsview Wealth Management, LLC133,093$6.89M0.13%+29,28013F-HRTimeline
Sandbox Financial Partners, LLC132,409$6.86M2.42%+9,07613F-HRTimeline
Armor Investment Advisors, LLC131,607$6.81M2.82%+11,80313F-HRTimeline
Carr Financial Group Corp131,004$6.78M2.22%+23,13413F-HRTimeline
Tiptree Advisors, LLC129,350$6.7M5.54%+40,00013F-HRTimeline
COMERICA BANK126,175$6.53M0.03%+21,99713F-HRTimeline
New England Private Wealth Advisors LLC124,782$6.46M1%+7,15613F-HRTimeline
FAGAN ASSOCIATES, INC.121,940$6.31M1.05%+6,76813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC111,007$6.26M0.14%013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.120,827$6.26M0.28%+7,69313F-HRTimeline
Apexium Financial, LP119,466$6.19M0.37%+63,00913F-HRTimeline
Members Advisory Group LLC117,935$6.11M2.55%+2,18113F-HRTimeline
Principle Wealth Partners LLC117,543$6.09M0.44%+32,03713F-HRTimeline
FRG Family Wealth Advisors LLC117,244$6.07M1.17%+20,77213F-HRTimeline
Integrated Wealth Concepts LLC115,056$5.96M0.07%+25,75413F-HRTimeline
Geneos Wealth Management Inc.114,406$5.92M0.09%+70,45313F-HRTimeline
Guided Capital Wealth Management, LLC113,934$5.9M4.93%+8,83613F-HRTimeline
Three Magnolias Financial Advisors, LLC113,899$5.9M5%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC112,914$5.85M0.22%-69113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL110,985$5.75M0.02%+30,28913F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC107,905$5.59M2.5%+37,07113F-HRTimeline
Delta Investment Management, LLC106,694$5.52M1.12%+2,67013F-HRTimeline
Farther Finance Advisors, LLC106,154$5.48M0.14%+95,04013F-HRTimeline
Krilogy Financial LLC104,541$5.41M0.35%+1,41613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …104,301$5.4M0.14%+15,60013F-HRTimelineGroup
Eagle Bluffs Wealth Management LLC104,301$5.4M2.85%-4,53413F-HRTimeline
Venture Visionary Partners LLC104,207$5.4M0.23%+12,56213F-HRTimeline
Patriot Financial Group Insurance Agenc…103,964$5.38M0.72%+8,21213F-HRTimeline
Creative Planningin group Creative Planning103,659$5.37M0.01%+58,97613F-HRTimelineGroup
Garden State Investment Advisory Servic…103,081$5.34M1.71%+16,61113F-HRTimeline
NWF Advisory Services Inc.102,986$5.33M0.75%+28,24113F-HRTimeline
IVC Wealth Advisors LLC100,786$5.22M2.81%+24,66213F-HRTimeline
Visionary Wealth Advisors100,229$5.19M0.31%+30,84413F-HRTimeline
Morse Asset Management, Inc99,214$5.14M1.3%+32,93313F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …97,623$5.05M3.14%+10,53713F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.97,141$5.03M2.33%+6,78613F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC95,858$4.96M1.32%-34,51013F-HRTimeline
WEDBUSH SECURITIES INC93,622$4.85M0.18%+4,40013F-HRTimeline
Cobblestone Asset Management LLC92,802$4.81M2.81%+13,92813F-HRTimeline
Palacios Wealth Management, LLC92,286$4.78M3.55%-1,33513F-HRTimeline
Waterloo Capital, L.P.92,096$4.77M0.44%+28,86013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…89,923$4.71M0.19%-12,33013F-HRTimelineGroup
Trinity Legacy Partners, LLC89,543$4.69M1.19%+10,39713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC90,134$4.67M1%+41713F-HRTimeline
Global Assets Advisory, LLC93,887$4.64M0.87%+65,55213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC89,397$4.63M0.42%+14,41013F-HR/ATimeline
Ignite Planners, LLC90,423$4.62M0.9%-1,13213F-HRTimeline
StoneCrest Wealth Management, Inc.88,882$4.6M2.92%+1,10713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management88,837$4.6M0.07%+17,86313F-HRTimelineGroup
High Net Worth Advisory Group LLC86,911$4.5M1.27%-4,87513F-HRTimeline
Kingstone Capital Partners Texas, LLC86,163$4.46M3.59%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC85,762$4.44M0.72%+3,79113F-HRTimeline
Intrepid Financial Planning Group LLC85,580$4.43M2.05%+7,73713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC85,106$4.41M0.28%+1,94613F-HRTimeline
Ergawealth Advisors, Inc.84,820$4.39M2.18%+12,17313F-HRTimeline
Belpointe Asset Management LLC83,576$4.33M0.23%+33,39113F-HRTimeline
Beacon Pointe Advisors, LLC82,441$4.27M0.05%+28,61413F-HRTimeline
CENTAURUS FINANCIAL, INC.81,331$4.21M0.25%+6,07113F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.80,631$4.18M3.86%+6,45713F-HRTimeline
Larson Financial Group LLC79,428$4.11M0.2%+19,45713F-HRTimeline
Advisory Resource Group78,848$4.08M0.83%+5,91413F-HRTimeline
RWQ Financial Management Services, Inc.78,675$4.07M2.7%-32,53713F-HRTimeline
Mayfair Advisory Group, LLC78,250$4.05M2.34%+22,94113F-HRTimeline
Ulland Investment Advisors, LLC76,283$3.95M3.3%+75,07713F-HRTimeline
Trajan Wealth LLC74,194$3.84M0.21%new13F-HRTimeline
Cascade Wealth Advisors, Inc76,600$3.83M2.65%-9,80013F-HRTimeline
Sanctuary Advisors, LLC73,742$3.82M0.03%-17,39013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC71,675$3.71M0.05%+9,69813F-HRTimelineGroup
Wealth Advisors of Iowa, LLC71,229$3.69M1.59%-65,86213F-HRTimeline
Capital Investment Advisory Services, L…70,576$3.65M0.33%+21,52713F-HRTimeline
Magnus Financial Group LLC70,313$3.64M0.35%+13,22113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management69,690$3.61M0.12%+12,03713F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED69,632$3.61M0.34%+4,95813F-HR/ATimeline
Sigma Planning Corp69,401$3.59M0.11%+11,50413F-HRTimeline
INTEGRITY ALLIANCE, LLC.69,117$3.58M0.14%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…68,794$3.56M0.31%+9,36313F-HRTimeline
Traynor Capital Management, Inc.68,450$3.54M0.3%+60,45513F-HRTimeline
ROTHSCHILD INVESTMENT LLC68,238$3.53M0.24%+7,60013F-HRTimeline
GRIES FINANCIAL LLC67,557$3.5M0.68%-5,13113F-HRTimeline
Princeton Global Asset Management LLC67,315$3.49M0.69%-1,49613F-HRTimeline
DAVENPORT & Co LLC66,640$3.45M0.02%-6,83913F-HRTimeline
J.W. COLE ADVISORS, INC.66,448$3.44M0.11%+20,32713F-HRTimeline
SlateStone Wealth, LLC66,291$3.43M0.34%-6,23013F-HRTimeline
AdvisorNet Financial, Inc66,065$3.42M0.25%+33,81113F-HRTimeline
Semus Wealth Partners LLC65,019$3.37M2.35%+4,94713F-HRTimeline
SMITH, MOORE & CO.62,668$3.24M0.3%+2,53213F-HRTimeline
Tyler-Stone Wealth Management62,510$3.24M0.58%-8,93613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC62,320$3.23M0.09%-1,09113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC62,038$3.21M0.04%+38,93713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC61,289$3.17M0.01%-11,43713F-HRTimelineGroup
Good Life Advisors, LLC61,169$3.17M0.22%+2,10713F-HRTimeline
Wealthspire Advisors, LLC61,095$3.16M0.02%+49113F-HRTimeline
Robertson Stephens Wealth Management, L…60,937$3.16M0.12%-330,99013F-HRTimeline
Lifestyle Asset Management, Inc.60,315$3.12M1.72%+1,62113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …59,965$3.1M0.05%-14,40713F-HRTimelineGroup