Skip to content
Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

Follow

NASDAQ EQT PREM (fund)

931 managers (941 13F filers) reported a position in JEPQ shares at 2025-12-31, 174,704,370 shares in all. 90 filers opened a position and 57 filers sold out during the quarter.

Managers
931
13F filers
941
New
90
Added
459
Reduced
226
Sold out
57
Shares held by filers
174,704,370

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 & CO23,671,381$1.38B0.09%-4,335,73113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY22,507,866$1.31B0.08%+1,408,92313F-HR/ATimelineGroup
LPL Financial LLC14,883,554$865M0.24%+589,69613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,745,418$741M0.05%+957,14613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,195,365$476M0.09%+383,92713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,039,267$293M0.07%+597,93013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,088,702$238M0.04%+134,36713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,937,400$229M0.07%+6,45013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,874,499$225M0.33%-21,44813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,467,136$202M-177,087Timeline
UBS Group AGgroup of 2 filers holding3,426,949$199M+32,487Timeline
COMMONWEALTH EQUITY SERVICES, LLC2,872,597$167M0.22%+89,21213F-HRTimeline
Cetera Investment Advisers2,831,490$165M0.18%+137,56013F-HRTimeline
Allworth Financial LP2,042,274$119M0.49%+53,29413F-HRTimeline
RiverFront Investment Group, LLC1,961,662$114M1.88%-669,05213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,922,556$112M0.76%+1,231,80913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,714,156$99.6M0.06%+411,16113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding1,361,808$79.1M+68,186Timeline
MML INVESTORS SERVICES, LLC1,343,676$78.1M0.19%+178,16913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,272,889$74M0.07%-104,55913F-HRTimelineGroup
CAPITAL ADVISORS INC/OK1,121,601$65.2M1.05%+31,56613F-HRTimeline
Janney Montgomery Scott LLC1,119,736$65.1M0.15%-32,38613F-HRTimeline
Hilton Capital Management, LLC1,070,046$62.2M4.68%+4,57713F-HRTimeline
Private Advisor Group, LLC1,010,618$58.7M0.28%+9,56013F-HRTimeline
HighTower Advisors, LLC840,622$48.9M0.05%-63,75213F-HRTimeline
Cambridge Investment Research Advisors,…825,450$48M0.13%+164,32313F-HRTimeline
CWM, LLCin group CWM, LLC823,751$47.9M0.13%+47,17913F-HRTimelineGroup
SBI Securities Co., Ltd.737,969$42.9M1.1%+12,70013F-HRTimeline
Mariner, LLCin group Mariner, LLC662,314$38.5M0.05%+109,01413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.659,374$38.3M0.06%+8,99513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…657,148$38.2M0.07%+69,98613F-HR/ATimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding619,480$36M+12,543Timeline
Wealth Advisors of Iowa, LLC618,962$36M11.81%+21,51613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding616,268$35.8M+4,140Timeline
Steward Partners Investment Advisory, L…612,639$35.6M0.2%+23,93213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…601,260$35.4M0.05%-233,63213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…589,440$34.3M0.69%+5,27813F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources588,942$34.2M0.01%-29,70713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP578,402$33.6M0.04%-9,30713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…526,978$30.6M0.59%+22,84513F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC517,512$30.1M4.64%+7,64713F-HRTimelineGroup
NewEdge Advisors, LLC511,360$29.7M0.11%-12,11413F-HRTimeline
PSI Advisors, LLC496,715$28.9M7.25%+28,08313F-HRTimeline
Magnus Financial Group LLC467,341$27.2M2.08%+7,93913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding454,112$26.4M+28,716Timeline
James Reed Financial Services, Inc.439,846$25.6M20.49%+26,86913F-HRTimeline
Cornerstone Advisory, LLC385,776$22.4M2.14%+8,05113F-HRTimeline
SageGuard Financial Group, LLC366,313$21.3M3.39%13F-HRTimeline
HUB Investment Partners, LLC359,246$20.9M0.57%+64,58313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…353,775$20.6M0.01%+31,26113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…337,822$19.6M0.01%+10,61113F-HR/ATimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC335,097$19.5M0.16%+52013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC318,348$18.5M0.41%+48,25513F-HRTimeline
Traynor Capital Management, Inc.317,764$18.5M1.02%+46,17813F-HRTimeline
Prime Capital Investment Advisors, LLC312,367$18.2M0.22%-5,83913F-HRTimeline
Aventura Private Wealth, LLC302,951$17.6M6.33%-8,08513F-HRTimeline
Kingsview Wealth Management, LLC300,051$17.4M0.25%+57,35713F-HRTimeline
Wealthfront Advisers LLC293,227$17M0.04%+26,38913F-HRTimeline
Waverly Advisors, LLC289,236$16.8M0.14%+26,00913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC276,324$16.1M0.02%+217,70813F-HRTimelineGroup
&PARTNERS262,881$15.3M0.08%-3,51213F-HRTimeline
Orion Porfolio Solutions, LLC262,420$15.3M0.11%+10,23013F-HRTimeline
Centurion Wealth Management LLC251,902$14.6M3.22%+5,97713F-HRTimeline
Pine Valley Investments Ltd Liability Co235,309$13.8M0.69%+8,53113F-HRTimeline
Bernardo Wealth Planning LLC230,085$13.4M2.55%+1,31413F-HRTimeline
MADDEN SECURITIES Corp222,368$12.9M3.94%-23,09913F-HRTimeline
Mountain Capital Investment Advisors In…211,822$12.6M2.03%+8,18413F-HRTimeline
KINTRA WEALTH, LLC215,597$12.5M1.75%-6,99313F-HRTimeline
Argent Trust Co211,015$12.3M0.42%-7,33513F-HRTimeline
Cambridge Advisors Inc.208,509$12.1M2.31%+1,57013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC205,600$11.9M0.1%+125,78913F-HRTimelineGroup
Compass Financial Services Inc204,503$11.9M5.12%+10,56213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC204,496$11.9M0.57%+111,65313F-HRTimeline
ROTHSCHILD INVESTMENT LLC203,611$11.8M0.65%+31213F-HRTimeline
Prota Financial, LLC202,553$11.8M8.48%13F-HRTimeline
RWQ Financial Management Services, Inc.196,750$11.4M5.26%+193,25013F-HRTimeline
Beacon Financial Advisory LLC196,586$11.4M2.65%+6,13313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…194,906$11.3M0.07%new13F-HRTimelineGroup
Prospera Financial Services Inc194,550$11.3M0.19%-10,15013F-HRTimeline
Eldridge Investment Advisors, Inc.191,863$11.2M2.46%-12,32513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding190,053$11M-10,891Timeline
Three Magnolias Financial Advisors, LLC186,927$10.9M6.75%+1,91913F-HRTimeline
Venture Visionary Partners LLC184,687$10.7M0.35%+9,29413F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV184,451$10.7M6.76%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC183,664$10.7M0.28%+11,67613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…182,963$10.6M0.01%+81,36313F-HRTimelineGroup
Summit Financial, LLC177,705$10.4M0.15%-16,92913F-HRTimeline
MGO ONE SEVEN LLC176,137$10.2M0.21%+3,71313F-HRTimeline
Ellis Investment Partners, LLC175,227$10.2M1.78%-86,67913F-HRTimeline
Coastal Bridge Advisors, LLC159,581$9.27M0.69%+45013F-HRTimeline
AdvisorNet Financial, Inc156,525$9.1M0.48%-18,19113F-HRTimeline
Lighthouse Financial LLC156,511$9.1M5.94%-8,42413F-HRTimeline
Wick Capital Partners, LLC155,697$9.05M1.62%-11,98413F-HR/ATimeline
COMERICA BANK155,214$9.02M0.04%-7,52413F-HRTimeline
Morse Asset Management, Inc153,505$8.92M1.78%+1,75213F-HRTimeline
Cornerstone Wealth Management, LLC152,844$8.88M0.46%+9,34413F-HRTimeline
Hennion & Walsh Asset Management, Inc.150,302$8.74M0.3%+7,76913F-HRTimeline
ADG Wealth Management Group, LLC149,573$8.69M6.58%+4,20413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…147,238$8.56M0.11%-3,96913F-HRTimelineGroup
Principle Wealth Partners LLC145,107$8.43M0.48%+2,43513F-HRTimeline
Members Advisory Group LLC143,039$8.31M3.13%+20,62413F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC142,833$8.3M1.33%-11,14713F-HRTimeline
Carr Financial Group Corp140,611$8.17M2.18%+34,54713F-HRTimeline
Sandbox Financial Partners, LLC139,962$8.13M2.25%-2,15813F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.139,234$8.09M3.05%+12,20713F-HRTimeline
Advisory Resource Group138,077$8.03M1.41%+3,50613F-HRTimeline
SHP Wealth Management137,958$8.02M0.62%13F-HRTimeline
Larson Financial Group LLC137,415$7.99M0.27%+6,83913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT136,846$7.95M0.87%+17,82813F-HRTimeline
IVC Wealth Advisors LLC134,752$7.83M3.41%+5,78313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …129,901$7.55M0.15%+5,70513F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC127,449$7.48M2.74%+2,46813F-HRTimeline
Creative Planningin group Creative Planning127,602$7.42M0.01%+19,14413F-HRTimelineGroup
Mechanics Bank Trust Department126,546$7.35M0.96%+15,03313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC125,136$7.27M0.43%+2,58313F-HRTimeline
New England Private Wealth Advisors LLC124,526$7.24M0.9%-46213F-HR/ATimeline
Smartleaf Asset Management LLC120,460$7.12M0.27%+51,52713F-HRTimeline
Indivisible Partners122,250$7.11M0.77%13F-HRTimeline
Beacon Pointe Advisors, LLC121,394$7.06M0.05%+1,32613F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC121,285$7.05M1.33%+4,59513F-HRTimeline
NFSG Corp119,884$6.97M1.08%-76013F-HRTimeline
MTM FINANCIAL GROUP, LLC119,058$6.92M3.3%+1,10813F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.118,017$6.86M4.92%+97713F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC116,859$6.79M1.62%-1,81913F-HRTimeline
Garden State Investment Advisory Servic…116,161$6.78M1.61%+40213F-HRTimeline
MBL Wealth, LLC116,040$6.74M0.54%-13,27813F-HRTimeline
Cadence Bank114,044$6.63M0.39%+13,74613F-HRTimeline
Dynamic Advisor Solutions LLC113,509$6.6M0.21%-6,80913F-HRTimeline
Avior Wealth Management, LLC112,873$6.56M0.2%+9,31013F-HRTimeline
D.A. DAVIDSON & CO.112,396$6.53M0.04%+13,20013F-HRTimeline
High Net Worth Advisory Group LLC112,353$6.53M1.51%+7,67413F-HRTimeline
AlphaStar Capital Management, LLC111,868$6.5M0.48%-20,91613F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …111,292$6.47M3.5%+3,30913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…108,493$6.4M0.01%+18,47813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management110,097$6.4M0.21%+58,06013F-HRTimelineGroup
Z3 Capital Partners, LLC110,094$6.4M1.54%13F-HRTimeline
Vienna Asset Management LLC109,964$6.39M3.63%-35,46113F-HRTimeline
Eagle Bluffs Wealth Management LLC108,325$6.36M2.58%-1,36813F-HRTimeline
Caerus Investment Advisors, LLC109,277$6.35M2.12%+84,43113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC109,130$6.34M0.18%+3,32613F-HR/ATimelineGroup
LEE JOHNSON CAPITAL MANAGEMENT, LLC107,411$6.24M2.14%-36,80113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC107,405$6.24M0.01%+7,56613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management107,220$6.23M0.07%+11,92613F-HRTimelineGroup
Chicago Partners Investment Group LLC105,038$6.22M0.15%+10,11113F-HRTimeline
Geneos Wealth Management Inc.105,857$6.15M0.15%+19,72713F-HRTimeline
PINNACLE ASSOCIATES LTD104,613$6.08M0.08%+12,98313F-HRTimeline
Patriot Financial Group Insurance Agenc…104,233$6.06M0.72%+48513F-HRTimeline
Integrated Wealth Concepts LLC103,633$6.02M0.07%-23,31113F-HRTimeline
CENTAURUS FINANCIAL, INC.103,612$6.02M0.28%+2,85113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC99,471$5.84M1.34%+1,56613F-HRTimeline
Ignite Planners, LLC95,302$5.66M0.87%+3,91413F-HRTimeline
Intrepid Financial Planning Group LLC97,232$5.65M2.15%-1,20513F-HRTimeline
21 West Wealth Management LLC97,056$5.64M5.16%-2,32813F-HRTimeline
INTEGRITY ALLIANCE, LLC.95,648$5.56M0.2%+26,65213F-HRTimeline
Greater Midwest Financial Group, LLC95,099$5.53M3.09%+8,64813F-HRTimeline
Foguth Wealth Management, LLC.94,820$5.51M0.85%13F-HRTimeline
Mutual Advisors, LLC94,294$5.48M0.12%+1,93313F-HRTimeline
AE Wealth Management LLC93,835$5.45M0.03%+61,36013F-HRTimeline
Arkadios Wealth Advisors92,896$5.4M0.11%+13,46813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…91,438$5.31M0.06%+8,17813F-HRTimelineGroup
FRG Family Wealth Advisors LLC90,996$5.29M0.82%-17,19513F-HRTimeline
NWF Advisory Services Inc.89,489$5.2M0.57%-7,31213F-HRTimeline
Krilogy Financial LLC87,059$5.18M0.18%+89713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC88,947$5.17M0.09%+4,04713F-HR/ATimeline
Trinity Legacy Partners, LLC87,896$5.11M1.17%-13,93113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED85,207$5.03M0.34%+4,81713F-HRTimeline
Ulland Investment Advisors, LLC86,409$5.02M4.02%-1,32913F-HRTimeline
World Investment Advisors85,793$4.99M0.08%+24,53113F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC85,280$4.96M0.05%+2,49813F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…85,155$4.95M0.34%+5,27413F-HRTimeline
Hibernia Wealth Partners, LLC84,005$4.88M1.47%+42,98513F-HRTimeline
Farther Finance Advisors, LLC83,863$4.87M0.05%-32,69113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC83,160$4.83M0.07%+12,49113F-HRTimelineGroup
Gladstone Institutional Advisory LLC83,119$4.83M0.18%-26,33113F-HRTimeline
Sanctuary Advisors, LLC82,758$4.81M0.03%+1,24113F-HRTimeline
Maia Wealth LLC83,052$4.77M0.81%+1,26313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC80,548$4.68M0.57%-1,12913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers78,691$4.57M0.01%+31,47813F-HRTimelineGroup
Semus Wealth Partners LLC78,467$4.56M2.46%+2,40313F-HRTimeline
FAS Wealth Partners, Inc.77,363$4.5M0.29%+10,06613F-HRTimeline
Visionary Wealth Advisors75,911$4.41M0.2%-713F-HRTimeline
Onyx Bridge Wealth Group LLC75,421$4.39M0.47%+5,38613F-HRTimeline
J.W. COLE ADVISORS, INC.94,403$4.38M0.11%+9,07613F-HRTimeline
DAVENPORT & Co LLC74,876$4.35M0.02%+5,91113F-HRTimeline
PFG Investments, LLC74,492$4.33M0.2%+4,67913F-HRTimeline
BLAIR WILLIAM & CO/IL73,982$4.3M0.01%-10,04113F-HRTimeline
Capital Investment Advisory Services, L…73,351$4.26M0.3%+11413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP73,337$4.26M0.24%+8,93013F-HRTimeline
Headlands Technologies LLC73,101$4.25M0.35%+37,12613F-HRTimeline
Trajan Wealth LLC71,812$4.17M0.17%-3,38613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…71,633$4.16M0.29%+4,33413F-HRTimeline
Belpointe Asset Management LLC71,414$4.15M0.15%+17,04513F-HRTimeline
Perennial Investment Advisors, LLC71,211$4.14M0.33%+10,40513F-HRTimeline
Hexagon Capital Partners LLC71,043$4.13M0.76%+15,66813F-HRTimeline
Sunpointe, LLC70,226$4.12M1.37%+10,90113F-HRTimeline
HARBOUR INVESTMENTS, INC.70,902$4.12M0.08%+2,66613F-HRTimeline
WCG Wealth Advisors LLC70,273$4.08M0.11%new13F-HRTimeline
RPg Family Wealth Advisory, LLC69,138$4.06M0.89%-2,13513F-HRTimeline
CHOREO, LLC68,219$4.03M0.05%+8,47313F-HRTimeline
Tradition Wealth Management, LLC69,263$4.03M0.29%-62,31513F-HRTimeline