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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

845 managers (853 13F filers) reported a position in JEPQ shares at 2025-09-30, 172,195,257 shares in all. 100 filers opened a position and 50 filers sold out during the quarter.

Managers
845
13F filers
853
New
100
Added
408
Reduced
245
Sold out
50
Shares held by filers
172,195,257

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 & CO28,007,112$1.61B0.1%-1,156,02213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY21,098,943$1.21B0.07%+1,227,34613F-HR/ATimelineGroup
LPL Financial LLC14,293,858$822M0.24%+1,184,41213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,788,272$678M0.05%+651,46113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,811,438$449M0.09%+241,54513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,441,337$255M0.06%+748,17013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,954,335$227M0.04%+137,87513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,930,950$226M0.07%+17,42813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,895,947$219M0.31%+306,57213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,644,223$210M+52,179Timeline
UBS Group AGin group UBS Group AG3,394,462$195M0.04%-372,83313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,783,385$160M0.21%-75,92713F-HRTimeline
Cetera Investment Advisers2,693,930$155M0.18%+1,004,42213F-HRTimeline
RiverFront Investment Group, LLC2,630,714$151M2.66%+55,40313F-HRTimeline
Allworth Financial LP1,988,980$114M0.51%+56,81413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,377,448$79.2M0.07%+76,66113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,302,995$74.6M0.05%+398,69513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding1,293,622$74.4M+118,188Timeline
MML INVESTORS SERVICES, LLC1,165,507$67M0.18%-56,09513F-HRTimeline
Janney Montgomery Scott LLC1,152,122$66.3M0.16%+44,78113F-HRTimeline
CAPITAL ADVISORS INC/OK1,090,035$62.7M1.05%+133,18713F-HRTimeline
Hilton Capital Management, LLC1,065,469$61.3M4.96%-78,54213F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.1,013,700$58.2M0.21%13F-HRTimelineGroup
Private Advisor Group, LLC1,001,058$57.6M0.28%+37,15413F-HRTimeline
HighTower Advisors, LLC904,374$52M0.06%+5,29813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…834,892$47.9M0.07%-366,54313F-HRTimeline
WNY Asset Management, LLC792,148$45.6M4.39%+579,62413F-HRTimeline
CWM, LLCin group CWM, LLC776,572$44.7M0.13%+71,48813F-HRTimelineGroup
SBI Securities Co., Ltd.725,269$41.7M1.07%+41,27313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.690,747$39.7M0.29%+57,48513F-HRTimelineGroup
Cambridge Investment Research Advisors,…661,127$38M0.1%+32,72613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.650,379$37.4M0.06%+11,34713F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources618,649$35.6M0.01%-83,79613F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC612,128$35.2M0.63%-161,90413F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding606,937$34.9M+58,034Timeline
Wealth Advisors of Iowa, LLC597,446$34.4M11.7%+144,40513F-HRTimeline
Steward Partners Investment Advisory, L…588,707$33.9M0.19%+51,56413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP587,709$33.8M0.05%+37,90513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…587,162$33.8M0.07%-18,49513F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…584,162$33.6M0.72%-1,07113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC553,300$31.8M0.04%-21,43913F-HRTimelineGroup
NewEdge Advisors, LLC523,474$30.1M0.14%+47,52113F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC509,865$29.3M5.13%-339,48413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…504,133$29M0.58%+15,49313F-HRTimelineGroup
PSI Advisors, LLC468,632$27M6.94%new13F-HRTimeline
Magnus Financial Group LLC459,402$26.4M2.09%+8,59413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding425,396$24.5M+36,599Timeline
James Reed Financial Services, Inc.412,977$23.8M21.3%-14,79013F-HRTimeline
Cornerstone Advisory, LLC377,725$21.7M2.13%+1,12413F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC334,577$19.2M0.14%+14,15913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…327,211$18.8M0.01%+58,64013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…322,514$18.6M0.01%+34,94313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC318,206$18.3M0.23%-5,01213F-HRTimeline
Aventura Private Wealth, LLC311,036$17.9M6.6%-10,37513F-HRTimeline
HUB Investment Partners, LLC294,663$16.9M0.62%+47,89113F-HRTimeline
Traynor Capital Management, Inc.271,586$15.6M0.9%+29,96713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC270,093$15.5M0.37%-13,06813F-HRTimeline
Wealthfront Advisers LLC266,838$15.3M0.04%-6,40613F-HRTimeline
&PARTNERS266,393$15.3M0.1%+14,69513F-HRTimeline
Waverly Advisors, LLC263,227$15.1M0.15%+16,25713F-HRTimeline
Ellis Investment Partners, LLC261,906$15.1M2.72%-7,32113F-HRTimeline
Financial Partners Group, Inc259,195$14.9M1.86%+8,21913F-HRTimeline
Orion Porfolio Solutions, LLC252,190$14.5M0.11%-75113F-HRTimeline
Centurion Wealth Management LLC245,925$14.1M3.23%+12,29513F-HRTimeline
MADDEN SECURITIES Corp245,467$14.1M4.32%-132,08913F-HRTimeline
Kingsview Wealth Management, LLC242,694$14M0.21%+81,49513F-HRTimeline
Bernardo Wealth Planning LLC228,771$13.2M2.58%+85,33613F-HRTimeline
Pine Valley Investments Ltd Liability Co226,778$13M0.68%+12,36913F-HRTimeline
KINTRA WEALTH, LLC222,590$12.8M7.22%+1,22413F-HRTimeline
Argent Trust Co218,350$12.6M0.45%-29,67613F-HRTimeline
Sheets Smith Investment Management207,747$11.9M7.75%+123,97613F-HRTimeline
Cambridge Advisors Inc.206,939$11.9M2.33%+25,31613F-HRTimeline
Prospera Financial Services Inc204,700$11.8M0.2%+1,77013F-HRTimeline
GRIES FINANCIAL LLC204,022$11.7M1.85%+130,46013F-HRTimeline
ROTHSCHILD INVESTMENT LLC203,299$11.7M0.66%+2,06513F-HRTimeline
Eldridge Investment Advisors, Inc.204,188$11.7M2.65%-49,94113F-HRTimeline
Mountain Capital Investment Advisors In…203,638$11.6M2.05%+26,24113F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding200,944$11.6M+31,433Timeline
Summit Financial, LLC194,634$11.2M0.17%new13F-HRTimeline
Compass Financial Services Inc193,941$11.2M4.94%+20,31213F-HRTimeline
Beacon Financial Advisory LLC190,453$11M2.54%+4,44413F-HRTimeline
Apexium Financial, LP189,285$10.9M0.53%+15,12413F-HRTimeline
Three Magnolias Financial Advisors, LLC185,008$10.6M6.62%+20,51313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP180,300$10.4M0.02%-224,10013F-HRTimelineGroup
Venture Visionary Partners LLC175,393$10.1M0.35%+8,00213F-HRTimeline
AdvisorNet Financial, Inc174,716$10M0.57%+11,83613F-HRTimeline
MGO ONE SEVEN LLC172,424$9.92M0.23%-38513F-HRTimeline
U.S. Capital Wealth Advisors, LLC171,988$9.89M0.27%+1,55713F-HRTimeline
Wick Capital Partners, LLC167,681$9.65M2.3%+108,49513F-HRTimeline
Lighthouse Financial LLC164,935$9.49M6.26%-3,71913F-HRTimeline
COMERICA BANK162,738$9.36M0.04%+10,42613F-HRTimeline
Coastal Bridge Advisors, LLC159,131$9.15M0.69%-1,87513F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC153,980$8.86M1.62%+6,34113F-HRTimeline
Morse Asset Management, Inc151,753$8.73M1.74%+8,46113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…151,207$8.7M0.11%-8,35113F-HRTimelineGroup
Vienna Asset Management LLC145,425$8.36M4.99%-53,88613F-HRTimeline
ADG Wealth Management Group, LLC145,369$8.36M6.65%-6,88013F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC144,212$8.3M2.76%-257,31913F-HRTimeline
Cornerstone Wealth Management, LLC143,500$8.25M0.46%+135,69313F-HRTimeline
Principle Wealth Partners LLC142,672$8.21M0.48%+61413F-HRTimeline
Hennion & Walsh Asset Management, Inc.142,533$8.2M0.3%+10,95213F-HRTimeline
Sandbox Financial Partners, LLC142,120$8.17M2.34%+2,64813F-HRTimeline
Advisory Resource Group134,571$7.74M1.39%+48,27013F-HRTimeline
AlphaStar Capital Management, LLC132,784$7.64M0.66%+8,65813F-HRTimeline
Tradition Wealth Management, LLC131,578$7.57M0.56%-92,11113F-HRTimeline
Larson Financial Group LLC130,576$7.51M0.26%-13,46713F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC130,000$7.48M0.59%new13F-HRTimeline
MBL Wealth, LLC129,318$7.44M0.65%-25,53113F-HRTimeline
IVC Wealth Advisors LLC128,969$7.42M3.32%+10,71413F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.127,027$7.31M2.9%+17,25513F-HRTimeline
Integrated Wealth Concepts LLC126,944$7.3M0.07%+17,44113F-HRTimeline
Moloney Securities Asset Management, LLC126,256$7.26M0.86%+82,20013F-HRTimeline
New England Private Wealth Advisors LLC124,988$7.19M0.95%-3,96113F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC124,981$7.19M2.8%-9,90913F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …124,196$7.14M0.15%+3,70113F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC122,553$7.05M0.44%+7,02413F-HRTimeline
Members Advisory Group LLC122,415$7.04M2.49%+48313F-HRTimeline
NFSG Corp120,644$6.94M1.04%-9,50113F-HRTimeline
Dynamic Advisor Solutions LLC120,318$6.92M0.2%-9,37813F-HRTimeline
Beacon Pointe Advisors, LLC120,068$6.91M0.06%+20,63513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT119,018$6.85M0.77%+51,87113F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC118,678$6.83M1.57%+3,88213F-HRTimeline
MTM FINANCIAL GROUP, LLC117,950$6.78M3.34%+11,35513F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.117,040$6.73M4.94%-57813F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC116,690$6.71M1.27%+15,51713F-HRTimeline
Farther Finance Advisors, LLC116,554$6.7M0.1%+4,18613F-HRTimeline
Garden State Investment Advisory Servic…115,759$6.66M1.69%+11,31713F-HRTimeline
Mechanics Bank Trust Department111,513$6.41M0.9%+39,64113F-HRTimeline
Eagle Bluffs Wealth Management LLC109,693$6.31M2.72%+2,22013F-HRTimeline
Gladstone Institutional Advisory LLC109,450$6.3M0.24%-18,60713F-HRTimeline
Creative Planningin group Creative Planning108,458$6.24M<0.01%+21,91813F-HRTimelineGroup
FRG Family Wealth Advisors LLC108,191$6.22M1%-16,98613F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …107,983$6.21M3.49%+27613F-HRTimeline
Carr Financial Group Corp106,064$6.1M1.68%-13,60113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC105,804$6.09M0.18%-10,89613F-HRTimelineGroup
High Net Worth Advisory Group LLC104,679$6.02M1.45%+21,21913F-HRTimeline
Trinity Legacy Partners, LLC101,827$6.02M1.39%+7,86513F-HRTimeline
Patriot Financial Group Insurance Agenc…103,748$5.97M0.76%+6,03313F-HRTimeline
Avior Wealth Management, LLC103,563$5.96M0.19%+30,57613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…101,600$5.84M0.01%-285,82913F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.100,761$5.8M0.27%+6,10313F-HRTimeline
Cadence Bank100,298$5.77M0.35%+27,54613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC99,839$5.74M0.01%+25,88513F-HRTimelineGroup
21 West Wealth Management LLC99,384$5.72M5.42%+1,61813F-HRTimeline
D.A. DAVIDSON & CO.99,196$5.71M0.04%+24,52613F-HRTimeline
Intrepid Financial Planning Group LLC98,437$5.66M2.16%+4,57813F-HRTimeline
WEST MICHIGAN ADVISORS, LLC97,905$5.63M1.35%-46,52713F-HRTimeline
Chicago Partners Investment Group LLC94,927$5.61M0.15%+7,90013F-HRTimeline
NWF Advisory Services Inc.96,801$5.57M0.61%+23,24213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management95,294$5.48M0.07%+3,19713F-HRTimelineGroup
Mutual Advisors, LLC92,361$5.37M0.12%+19,62513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC92,843$5.34M0.32%+4,39613F-HRTimeline
PINNACLE ASSOCIATES LTD91,630$5.27M0.07%+23,11313F-HRTimeline
Ignite Planners, LLC91,388$5.26M0.86%+2,34913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…90,015$5.18M0.01%+83,66813F-HRTimelineGroup
Ulland Investment Advisors, LLC87,738$5.05M3.8%-3,63413F-HRTimeline
Krilogy Financial LLC86,162$5.04M0.19%-7,28313F-HRTimeline
Greater Midwest Financial Group, LLC86,451$4.97M3.21%+6,63213F-HRTimeline
Geneos Wealth Management Inc.86,130$4.95M0.13%+13,35213F-HRTimeline
J.W. COLE ADVISORS, INC.85,327$4.91M0.09%-1,73413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC84,900$4.88M0.1%+9,49613F-HRTimeline
BLAIR WILLIAM & CO/IL84,023$4.83M0.01%-20,41213F-HRTimeline
Maia Wealth LLC81,789$4.81M0.81%+23,60113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…83,260$4.79M0.08%+9,54713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC82,782$4.76M0.05%+75413F-HRTimelineGroup
Armor Investment Advisors, LLC82,245$4.73M1.5%-45,72813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC81,677$4.7M0.61%-6,70313F-HRTimeline
Sanctuary Advisors, LLC81,517$4.69M0.03%-1,81413F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED80,390$4.62M0.35%+6,69613F-HRTimeline
Empire Financial Management Company, LLC79,820$4.59M1.05%+48,93513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC79,811$4.59M0.04%+1,00513F-HRTimelineGroup
Arkadios Wealth Advisors79,428$4.57M0.11%+6,75913F-HRTimeline
Palacios Wealth Management, LLC77,192$4.44M2.92%-2,71313F-HRTimeline
Semus Wealth Partners LLC76,064$4.38M2.48%+8,37513F-HRTimeline
Visionary Wealth Advisors75,918$4.37M0.2%-8,76713F-HRTimeline
Trajan Wealth LLC75,198$4.33M0.19%+4,45613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…79,881$4.3M0.35%+40013F-HRTimeline
Capital Investment Advisory Services, L…73,237$4.21M0.33%-5,24913F-HRTimeline
RPg Family Wealth Advisory, LLC71,273$4.1M0.9%-1,04313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC70,669$4.06M0.07%-82,05313F-HRTimelineGroup
Onyx Bridge Wealth Group LLC70,035$4.03M0.44%+7,75813F-HRTimeline
PFG Investments, LLC69,813$4.02M0.21%+7,49113F-HRTimeline
WEDBUSH SECURITIES INC69,169$3.98M0.13%-11,12513F-HRTimeline
INTEGRITY ALLIANCE, LLC.68,996$3.97M0.19%+18,19413F-HRTimeline
DAVENPORT & Co LLC68,965$3.97M0.02%+8,04113F-HRTimeline
SlateStone Wealth, LLC68,817$3.96M0.34%+2,32713F-HRTimeline
Smartleaf Asset Management LLC68,933$3.96M0.24%+36,54813F-HRTimeline
HARBOUR INVESTMENTS, INC.68,236$3.92M0.09%+3,92913F-HRTimeline
Sigma Planning Corp67,976$3.91M0.11%+1,35513F-HRTimeline
Princeton Global Asset Management LLC67,886$3.9M0.65%-1,25513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…67,299$3.87M0.29%+11,11713F-HRTimeline
FAS Wealth Partners, Inc.67,297$3.87M0.26%+39,41213F-HRTimeline
Kingstone Capital Partners Texas, LLC66,175$3.81M2.21%+2,48013F-HR/ATimeline
SeaCrest Wealth Management, LLC65,217$3.76M0.4%-39613F-HRTimeline
Sowell Financial Services LLC64,598$3.72M0.14%+16,81313F-HRTimeline
HERBST GROUP, LLC64,538$3.71M2.31%+2,34713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP64,407$3.7M0.23%+11,79413F-HRTimeline
SMITH, MOORE & CO.64,246$3.7M0.28%+5,38913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC63,600$3.66M1.12%-32313F-HRTimelineGroup
Mayfair Advisory Group, LLC63,404$3.65M1.56%-11,54413F-HRTimeline