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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

798 managers (807 13F filers) reported a position in JEPQ shares at 2025-06-30, 168,674,570 shares in all. 92 filers opened a position and 68 filers sold out during the quarter.

Managers
798
13F filers
807
New
92
Added
420
Reduced
211
Sold out
68
Shares held by filers
168,674,570

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO29,163,134$1.59B0.11%+7,027,26113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY19,871,597$1.08B0.07%+353,69513F-HRTimelineGroup
LPL Financial LLC13,109,446$713M0.24%+2,258,38113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,136,811$606M0.05%+1,533,28013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,569,893$412M0.09%+771,11313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,913,522$213M0.07%+94,98513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,816,460$208M0.04%+735,92413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG3,767,295$205M0.04%+97,44913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,693,167$201M0.05%+496,25813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,592,044$195M+128,123Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,589,375$195M0.35%+329,96313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,859,312$156M0.21%+115,91213F-HRTimeline
RiverFront Investment Group, LLC2,575,311$140M2.73%+44,33113F-HRTimeline
Allworth Financial LP1,932,166$105M0.5%+80,56013F-HRTimeline
Cetera Investment Advisers1,689,508$91.9M0.16%+103,29013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,300,787$70.8M0.07%+375,74013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,221,602$66.5M0.19%+102,48913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,201,435$65.1M0.11%-7,90213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,175,434$63.9M+151,806Timeline
Hilton Capital Management, LLC1,144,011$62.2M4.97%+207,80113F-HRTimeline
Janney Montgomery Scott LLC1,107,341$60.2M0.16%+22,90613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,029,437$56M0.31%+60,19313F-HRTimeline
Private Advisor Group, LLC963,904$52.4M0.28%-81,85213F-HRTimeline
CAPITAL ADVISORS INC/OK956,848$52.1M0.93%+21,46213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP904,300$49.1M0.04%+430,97013F-HRTimelineGroup
HighTower Advisors, LLC899,076$48.9M0.06%+63,31113F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC849,349$46.2M8.63%+129,82613F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC774,032$42.1M0.83%-238,99013F-HRTimelineGroup
CWM, LLCin group CWM, LLC705,084$38.4M0.14%-17,18513F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources702,445$38.2M0.01%+279,20913F-HRTimelineGroup
SBI Securities Co., Ltd.683,996$37.2M1.07%+155,22013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.639,032$34.8M0.06%+78,86313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.633,262$34.4M0.28%+64,12313F-HRTimelineGroup
Cambridge Investment Research Advisors,…628,401$34.2M0.1%+37,06313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…605,657$33.5M0.07%+24,18613F-HR/ATimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…585,233$31.8M0.73%+99,88213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC574,739$31.3M0.05%+46,16713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP549,804$29.9M0.04%-125,66913F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding548,903$29.9M+29,361Timeline
Steward Partners Investment Advisory, L…537,143$29.2M0.23%-50,49113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…488,640$26.6M0.59%+64,49213F-HRTimelineGroup
NewEdge Advisors, LLC475,953$25.9M0.13%+181,77813F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC465,775$25.3M14.23%+29,49213F-HRTimeline
Howard Capital Management, LLC458,264$24.9M0.37%+81,61013F-HRTimeline
Wealth Advisors of Iowa, LLC453,041$24.6M9.21%+381,81213F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd452,088$24.6M0.42%+442,02513F-HRTimelineGroup
Teamwork Financial Advisors, LLC451,024$24.5M3.01%-107,40413F-HRTimeline
Magnus Financial Group LLC450,808$24.5M2.15%+380,49513F-HRTimeline
James Reed Financial Services, Inc.427,767$23.3M21.12%+33,27513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP404,400$22M0.04%+384,50013F-HRTimelineGroup
LEE JOHNSON CAPITAL MANAGEMENT, LLC401,531$21.8M7.52%+104,81713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding388,797$21.2M+75,580Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…387,429$21.1M0.03%-100,55813F-HRTimelineGroup
MADDEN SECURITIES Corp377,556$20.5M6.89%+4,46713F-HRTimeline
Cornerstone Advisory, LLC376,601$20.5M2.2%+24,15913F-HRTimeline
Atria Wealth Solutions, Inc.332,834$18.1M0.41%-275,32513F-HRTimeline
Prime Capital Investment Advisors, LLC323,218$17.6M0.23%-44,10813F-HRTimeline
Aventura Private Wealth, LLC321,411$17.5M7.57%+77,14313F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC320,418$17.4M0.13%+22,13513F-HR/ATimelineGroup
Marshall Financial Group, LLC314,165$17M3.33%+14,92313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…287,571$15.6M0.01%+27,60413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC283,161$15.4M0.42%-13,74713F-HRTimeline
Wealthfront Advisers LLC273,244$14.9M0.04%+58,55513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP271,414$14.8M0.02%new13F-HRTimelineGroup
Ellis Investment Partners, LLC269,227$14.6M2.85%+5,34413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…268,571$14.6M0.01%+111,77613F-HRTimelineGroup
Graypoint LLC258,959$14.1M0.79%-45,30813F-HRTimeline
Orion Porfolio Solutions, LLC252,941$13.8M0.12%+3,36913F-HR/ATimeline
Eldridge Investment Advisors, Inc.254,129$13.7M2.86%+9,01813F-HRTimeline
&PARTNERS251,698$13.7M0.11%+62,93913F-HRTimeline
Financial Partners Group, Inc250,976$13.7M1.89%+30,91413F-HRTimeline
Argent Trust Co248,026$13.5M0.51%+10,31413F-HRTimeline
Waverly Advisors, LLC246,970$13.4M0.15%+10,10213F-HRTimeline
HUB Investment Partners, LLC246,772$13.4M0.47%+28,15313F-HRTimeline
Traynor Capital Management, Inc.241,619$13M0.92%+173,16913F-HRTimeline
Centurion Wealth Management LLC233,630$12.7M3.64%+41,08213F-HRTimeline
Tradition Wealth Management, LLC223,689$12.2M0.97%+7,11913F-HRTimeline
KINTRA WEALTH, LLC221,366$12M7.25%-4,06113F-HRTimeline
Pine Valley Investments Ltd Liability Co214,409$11.7M0.69%+7,57913F-HRTimeline
WNY Asset Management, LLC212,524$11.6M1.27%-202,80313F-HRTimeline
Prospera Financial Services Inc202,930$11M0.21%+14,06913F-HRTimeline
ROTHSCHILD INVESTMENT LLC201,234$10.9M0.69%+132,99613F-HRTimeline
Vienna Asset Management LLC199,311$10.8M7.47%+29,89213F-HRTimeline
Beacon Financial Advisory LLC186,009$10.1M2.62%+8,05013F-HRTimeline
Cambridge Advisors Inc.181,623$9.88M2.07%-2,39613F-HRTimeline
Mountain Capital Investment Advisors In…177,397$9.55M1.83%-3,99413F-HRTimeline
Apexium Financial, LP174,161$9.47M0.5%+54,69513F-HRTimeline
Compass Financial Services Inc173,629$9.45M4.57%-46,30213F-HRTimeline
MGO ONE SEVEN LLC172,809$9.4M0.3%+4,91113F-HRTimeline
U.S. Capital Wealth Advisors, LLC170,431$9.27M0.27%-13,51713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding169,511$9.22M-187Timeline
Lighthouse Financial LLC168,654$9.17M7.02%-3,12213F-HRTimeline
Venture Visionary Partners LLC167,391$9.11M0.34%+63,18413F-HRTimeline
Three Magnolias Financial Advisors, LLC164,495$8.95M6.23%+50,59613F-HRTimeline
Wick Capital Partners, LLC59,186$8.92M2.34%-143,56913F-HRTimeline
AdvisorNet Financial, Inc162,880$8.86M0.57%+96,81513F-HRTimeline
Kingsview Wealth Management, LLC161,199$8.77M0.15%+28,10613F-HRTimeline
Coastal Bridge Advisors, LLC161,006$8.76M0.73%+1,07113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…159,558$8.68M0.12%+17,63013F-HRTimelineGroup
MBL Wealth, LLC154,849$8.42M0.81%-70,24013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC152,722$8.31M0.16%+41,71513F-HRTimelineGroup
COMERICA BANK152,312$8.29M0.03%+26,13713F-HRTimeline
ADG Wealth Management Group, LLC152,249$8.28M7.05%+17,81713F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC147,639$8.03M2.02%-31,84413F-HRTimeline
WEST MICHIGAN ADVISORS, LLC144,432$7.86M2.22%+8,42513F-HRTimeline
Larson Financial Group LLC144,043$7.84M0.31%+64,61513F-HRTimeline
Bernardo Wealth Planning LLC143,435$7.8M1.69%+7,60213F-HRTimeline
Morse Asset Management, Inc143,292$7.8M1.71%+44,07813F-HRTimeline
Principle Wealth Partners LLC142,058$7.73M0.48%+24,51513F-HRTimeline
Sandbox Financial Partners, LLC139,472$7.59M2.39%+7,06313F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC134,890$7.34M3.12%+26,98513F-HRTimeline
Hennion & Walsh Asset Management, Inc.131,581$7.16M0.29%+10,75413F-HRTimeline
New England Private Wealth Advisors LLC128,949$7.12M1.04%+4,16713F-HRTimeline
NFSG Corp130,145$7.08M1.15%-23,64913F-HRTimeline
Dynamic Advisor Solutions LLC129,696$7.06M0.22%-4,43613F-HRTimeline
Gladstone Institutional Advisory LLC128,057$6.97M0.29%+108,53213F-HRTimeline
Armor Investment Advisors, LLC127,973$6.96M2.62%-3,63413F-HRTimeline
FRG Family Wealth Advisors LLC125,177$6.81M1.18%+7,93313F-HRTimeline
AlphaStar Capital Management, LLC124,126$6.75M0.47%+119,55213F-HRTimeline
Members Advisory Group LLC121,932$6.63M2.49%+3,99713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …120,495$6.55M0.15%+16,19413F-HRTimelineGroup
Carr Financial Group Corp119,665$6.51M1.92%-11,33913F-HRTimeline
IVC Wealth Advisors LLC118,255$6.43M3.14%+17,46913F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.117,618$6.4M5.13%+36,98713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC116,700$6.35M0.21%+3,78613F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC115,529$6.28M0.44%+30,42313F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC114,796$6.24M1.56%-18,74513F-HRTimeline
Guided Capital Wealth Management, LLC113,207$6.16M4.74%-72713F-HRTimeline
Farther Finance Advisors, LLC112,368$6.11M0.12%+6,21413F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.109,772$5.97M2.54%+12,63113F-HRTimeline
Integrated Wealth Concepts LLC109,503$5.96M0.06%-5,55313F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …107,707$5.86M3.41%+10,08413F-HRTimeline
Eagle Bluffs Wealth Management LLC107,473$5.85M2.78%+3,17213F-HRTimeline
MTM FINANCIAL GROUP, LLC106,595$5.8M3.15%new13F-HRTimeline
Garden State Investment Advisory Servic…104,442$5.69M1.54%+1,36113F-HRTimeline
BLAIR WILLIAM & CO/IL104,435$5.68M0.02%-6,55013F-HRTimeline
Delta Investment Management, LLC102,802$5.59M1.07%-3,89213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC101,173$5.5M1.16%+11,03913F-HRTimeline
Beacon Pointe Advisors, LLC99,433$5.41M0.06%+16,99213F-HRTimeline
Belpointe Asset Management LLC98,599$5.36M0.22%+15,02313F-HRTimeline
21 West Wealth Management LLC97,766$5.32M5.37%13F-HRTimeline
Patriot Financial Group Insurance Agenc…97,715$5.32M0.61%-6,24913F-HRTimeline
CENTAURUS FINANCIAL, INC.94,658$5.15M0.3%+13,32713F-HRTimeline
Trinity Legacy Partners, LLC93,962$5.13M1.25%+4,41913F-HRTimeline
Intrepid Financial Planning Group LLC93,859$5.11M2.15%+8,27913F-HRTimeline
Krilogy Financial LLC93,445$5.08M0.29%-11,09613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management92,097$5.01M0.07%+3,26013F-HRTimelineGroup
StoneCrest Wealth Management, Inc.91,619$4.98M2.37%+2,73713F-HRTimeline
Ergawealth Advisors, Inc.91,530$4.98M2.24%+6,71013F-HRTimeline
Ulland Investment Advisors, LLC91,372$4.97M3.8%+15,08913F-HRTimeline
Foguth Wealth Management, LLC.91,126$4.96M1.06%+38,34113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC90,873$4.94M<0.01%new13F-HRTimelineGroup
Signal Advisors Wealth, LLC89,874$4.89M0.38%+37,40213F-HRTimeline
Ignite Planners, LLC89,039$4.87M0.85%-1,38413F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC88,447$4.81M0.38%-95013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC88,380$4.81M0.68%+2,61813F-HRTimeline
Chicago Partners Investment Group LLC87,027$4.78M0.14%+35,52913F-HRTimeline
J.W. COLE ADVISORS, INC.87,061$4.74M0.1%+20,61313F-HRTimeline
Creative Planningin group Creative Planning86,540$4.71M<0.01%-17,11913F-HRTimelineGroup
Advisory Resource Group86,301$4.69M0.9%+7,45313F-HRTimeline
Visionary Wealth Advisors84,685$4.61M0.24%-15,54413F-HRTimeline
Sheets Smith Investment Management83,771$4.56M4%new13F-HRTimeline
High Net Worth Advisory Group LLC83,460$4.54M1.2%-3,45113F-HRTimeline
Sanctuary Advisors, LLC83,331$4.53M0.03%+9,58913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC82,028$4.46M0.06%+10,35313F-HRTimelineGroup
WEDBUSH SECURITIES INC80,294$4.37M0.15%-13,32813F-HRTimeline
Palacios Wealth Management, LLC79,905$4.35M3.57%-12,38113F-HRTimeline
Greater Midwest Financial Group, LLC79,819$4.34M3.32%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…79,481$4.32M0.35%+10,68713F-HRTimeline
Good Life Advisors, LLC78,966$4.3M0.27%+17,79713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC78,806$4.29M0.04%+16,76813F-HRTimelineGroup
Capital Investment Advisory Services, L…78,486$4.27M0.35%+7,91013F-HRTimeline
Mayfair Advisory Group, LLC74,948$4.15M1.95%-3,30213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC75,404$4.1M0.1%+13,08413F-HRTimeline
D.A. DAVIDSON & CO.74,670$4.06M0.03%+19,75013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC73,954$4.02M0.01%+12,66513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…73,713$4.01M0.08%+31,23813F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED73,694$4.01M0.33%+4,06213F-HRTimeline
Mutual Advisors, LLC72,736$4.01M0.1%+17,07513F-HRTimeline
GRIES FINANCIAL LLC73,562$4M0.73%+6,00513F-HRTimeline
NWF Advisory Services Inc.73,559$4M0.48%-29,42713F-HRTimeline
Avior Wealth Management, LLC72,987$3.97M0.14%+14,04013F-HRTimeline
Geneos Wealth Management Inc.72,778$3.96M0.1%-41,62813F-HRTimeline
Cadence Bank72,752$3.96M0.26%+19,08013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC72,696$3.95M0.19%+67,30513F-HRTimeline
Arkadios Wealth Advisors72,669$3.95M0.12%+15,38613F-HRTimeline
RPg Family Wealth Advisory, LLC72,316$3.93M1.05%new13F-HRTimeline
Mechanics Bank Trust Department71,872$3.91M0.56%+25,52813F-HRTimeline
Trajan Wealth LLC70,742$3.85M0.19%-3,45213F-HRTimeline
Princeton Global Asset Management LLC69,141$3.76M0.68%+1,82613F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC68,783$3.74M0.84%-27,07513F-HRTimeline
PINNACLE ASSOCIATES LTD68,517$3.73M0.05%+16,96913F-HRTimeline
Semus Wealth Partners LLC67,689$3.68M2.39%+2,67013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT67,147$3.65M0.43%+35,74613F-HRTimeline
Sigma Planning Corp66,621$3.62M0.11%-2,78013F-HRTimeline
SlateStone Wealth, LLC66,490$3.62M0.34%+19913F-HRTimeline
SeaCrest Wealth Management, LLC65,613$3.57M0.39%+10,51813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management65,424$3.56M0.13%-4,26613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.64,307$3.5M0.09%+8,75713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC63,923$3.48M0.96%+4,60313F-HRTimelineGroup