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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

960 managers (970 13F filers) reported a position in JEPQ shares at 2026-03-31, 186,921,233 shares in all. 94 filers opened a position and 65 filers sold out during the quarter.

Managers
960
13F filers
970
New
94
Added
494
Reduced
263
Sold out
65
Shares held by filers
186,921,233

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY23,591,671$1.31B0.08%+1,083,80513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,637,631$1.22B0.08%-1,033,75013F-HR/ATimelineGroup
LPL Financial LLC16,876,937$937M0.25%+1,993,38313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,877,688$770M0.06%+1,132,27013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,078,829$504M0.1%+883,46413F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,915,633$273M0.06%-123,63413F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,606,395$256M0.05%+517,69313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,273,667$237M0.07%+336,26713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,054,838$225M+587,702Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,733,932$207M0.3%-140,56713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding3,495,726$194M+68,777Timeline
COMMONWEALTH EQUITY SERVICES, LLC3,122,679$173M0.24%+250,08213F-HRTimeline
Cetera Investment Advisers3,035,644$169M0.18%+204,15413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,153,718$117M0.06%+439,56213F-HRTimelineGroup
Allworth Financial LP2,069,787$115M0.47%+27,51313F-HRTimeline
RiverFront Investment Group, LLC2,042,061$113M1.75%+80,39913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,457,232$80.9M+95,424Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,154,947$79M0.51%+232,39113F-HRTimelineGroup
CAPITAL ADVISORS INC/OK1,394,754$77.4M1.24%+273,15313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,299,013$72.1M0.07%+26,12413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,187,871$66M0.18%-155,80513F-HRTimeline
Mariner, LLCin group Mariner, LLC1,123,928$62.4M0.07%+461,61413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,088,700$60.4M0.05%+1,081,00013F-HRTimelineGroup
Adams Asset Advisors, LLC1,087,055$60.4M6.77%new13F-HRTimeline
Hilton Capital Management, LLC1,086,431$60.3M4.56%+16,38513F-HRTimeline
Private Advisor Group, LLC969,583$53.8M0.25%-41,03513F-HRTimeline
CWM, LLCin group CWM, LLC917,534$50.9M0.13%+93,78313F-HRTimelineGroup
Cambridge Investment Research Advisors,…892,093$49.5M0.13%+66,64313F-HRTimeline
HighTower Advisors, LLC851,871$47.3M0.05%+11,24913F-HRTimeline
SBI Securities Co., Ltd.769,219$42.7M1.17%+31,25013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…765,798$42.5M0.08%+108,65013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.687,726$38.2M0.06%+28,35213F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding665,868$37M+49,600Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding664,419$36.9M+44,939Timeline
Steward Partners Investment Advisory, L…649,835$36.1M0.18%+37,19613F-HRTimeline
Wealth Advisors of Iowa, LLC635,087$35.3M10.91%+16,12513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP599,476$33.3M0.04%+21,07413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources591,878$32.9M0.01%+2,93613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…587,747$32.6M0.59%+60,76913F-HRTimelineGroup
Independent Advisor Alliance568,891$31.6M0.34%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…567,921$31.5M0.64%-21,51913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding562,305$31.2M+108,193Timeline
NewEdge Advisors, LLC553,800$30.7M0.11%+42,44013F-HR/ATimeline
PSI Advisors, LLC524,994$29.1M6.98%+28,27913F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC523,278$29.1M4.22%+5,76613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…522,729$29M0.02%+168,95413F-HRTimelineGroup
Magnus Financial Group LLC505,220$28M2.28%+37,87913F-HRTimeline
HUB Investment Partners, LLC465,179$25.8M0.63%+105,93313F-HRTimeline
Waverly Advisors, LLC423,145$23.5M0.18%+133,90913F-HRTimeline
James Reed Financial Services, Inc.421,287$23.4M20.25%-18,55913F-HRTimeline
Cornerstone Advisory, LLC387,617$21.5M2.04%+1,84113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…380,831$21.2M0.05%-220,42913F-HRTimeline
Kingsview Wealth Management, LLC381,007$21.2M0.29%+80,95613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…376,060$20.9M0.01%+38,23813F-HRTimelineGroup
Traynor Capital Management, Inc.370,786$19.9M1.19%+53,02213F-HRTimeline
SageGuard Financial Group, LLC352,467$19.6M3.03%-13,84613F-HRTimeline
Prime Capital Investment Advisors, LLC336,969$18.7M0.22%+24,60213F-HRTimeline
Wealthfront Advisers LLC332,015$18.4M0.04%+38,78813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC309,893$17.2M0.39%-8,45513F-HR/ATimeline
PVG ASSET MANAGEMENT CORP280,457$17.2M10.17%+228,98513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC305,895$17M0.02%+29,57113F-HRTimelineGroup
&PARTNERS293,889$16.3M0.08%+31,00813F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC292,336$16.2M0.12%-42,76113F-HRTimelineGroup
Aventura Private Wealth, LLC278,150$15.4M5.65%-24,80113F-HRTimeline
Centurion Wealth Management LLC265,813$14.8M3.33%+13,91113F-HRTimeline
Hennion & Walsh Asset Management, Inc.244,262$13.6M0.46%+93,96013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC244,019$13.5M0.01%new13F-HRTimelineGroup
KINTRA WEALTH, LLC236,004$13.1M0.93%+20,40713F-HRTimeline
Arax Advisory Partners226,679$12.6M0.36%+222,01813F-HRTimeline
Orion Porfolio Solutions, LLC222,636$12.4M0.11%-39,78413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC220,722$12.3M0.58%+16,22613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding218,219$12.1M+28,166Timeline
CAPTRUST FINANCIAL ADVISORS217,144$12.1M0.02%+193,97013F-HRTimeline
Bernardo Wealth Planning LLC215,942$12M2.35%-14,14313F-HRTimeline
Argent Trust Co215,861$12M0.41%+4,84613F-HRTimeline
Compass Financial Services Inc215,569$12M5.18%+11,06613F-HRTimeline
Prospera Financial Services Inc214,264$11.9M0.19%+19,71413F-HRTimeline
ROTHSCHILD INVESTMENT LLC212,866$11.8M0.62%+9,25513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…212,112$11.8M0.07%+17,20613F-HRTimelineGroup
Mountain Capital Investment Advisors In…198,663$11.7M1.74%-13,15913F-HRTimeline
U.S. Capital Wealth Advisors, LLC211,145$11.7M0.29%+27,48113F-HRTimeline
Patriot Financial Group Insurance Agenc…206,914$11.5M0.65%+102,68113F-HRTimeline
Cambridge Advisors Inc.206,159$11.4M2.22%-2,35013F-HRTimeline
Venture Visionary Partners LLC202,138$11.2M0.37%+17,45113F-HRTimeline
Prota Financial, LLC200,924$11.2M8.08%-1,62913F-HRTimeline
Three Magnolias Financial Advisors, LLC197,560$11M6.98%+10,63313F-HRTimeline
Beacon Financial Advisory LLC196,290$10.9M2.46%-29613F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV192,191$10.7M6.86%+7,74013F-HRTimeline
Eldridge Investment Advisors, Inc.192,594$10.6M2.32%+73113F-HRTimeline
Indivisible Partners187,683$10.4M0.92%+65,43313F-HRTimeline
Integrated Wealth Concepts LLC187,489$10.4M0.08%+83,85613F-HRTimeline
Morse Asset Management, Inc177,377$9.85M2.05%+23,87213F-HRTimeline
MGO ONE SEVEN LLC173,631$9.64M0.19%-2,50613F-HRTimeline
Avior Wealth Management, LLC168,439$9.35M0.27%+55,56613F-HRTimeline
Beacon Pointe Advisors, LLC166,563$9.25M0.05%+45,16913F-HRTimeline
Cornerstone Wealth Management, LLC161,407$8.96M0.45%+8,56313F-HRTimeline
ADG Wealth Management Group, LLC160,133$8.89M6.14%+10,56013F-HRTimeline
Coastal Bridge Advisors, LLC159,273$8.84M0.63%-30813F-HRTimeline
Arkadios Wealth Advisors158,972$8.83M0.15%+66,07613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…157,314$8.73M0.02%+153,70113F-HRTimelineGroup
Smartleaf Asset Management LLC159,537$8.58M0.31%+39,07713F-HRTimeline
Larson Financial Group LLC152,395$8.46M0.27%+14,98013F-HRTimeline
Carr Financial Group Corp152,216$8.45M2.23%+11,60513F-HRTimeline
Principle Wealth Partners LLC151,934$8.44M0.48%+6,82713F-HRTimeline
IVC Wealth Advisors LLC151,495$8.41M3.65%+16,74313F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.150,658$8.36M3.28%+11,42413F-HRTimeline
Gateway Wealth Partners, LLC147,630$8.2M0.32%+93,37613F-HRTimeline
Creative Planningin group Creative Planning146,748$8.15M0.01%+19,14613F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC145,911$8.1M2.83%+18,46213F-HRTimeline
Sandbox Financial Partners, LLC145,733$8.09M2.28%+5,77113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…144,834$8.04M0.1%-2,40413F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT143,931$7.99M0.9%+7,08513F-HRTimeline
Advisory Resource Group143,668$7.98M1.37%+5,59113F-HRTimeline
Mechanics Bank Trust Department142,942$7.94M1.1%+16,39613F-HRTimeline
Members Advisory Group LLC142,807$7.93M2.72%-23213F-HRTimeline
Caerus Investment Advisors, LLC140,755$7.81M3.3%+31,47813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management140,657$7.81M0.27%+30,56013F-HRTimelineGroup
SHP Wealth Management139,941$7.77M0.59%+1,98313F-HRTimeline
Summit Financial, LLC138,701$7.7M0.1%-39,00413F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC138,159$7.67M1.38%-4,67413F-HRTimeline
RWQ Financial Management Services, Inc.137,150$7.61M4.96%-59,60013F-HRTimeline
Wick Capital Partners, LLC131,856$7.32M1.34%-23,84113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers130,317$7.24M0.01%+51,62613F-HRTimelineGroup
Geneos Wealth Management Inc.128,343$7.13M0.17%+22,48613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …128,135$7.11M0.14%-1,76613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC128,077$7.11M0.01%+20,67213F-HRTimelineGroup
MTM FINANCIAL GROUP, LLC127,568$7.08M3.32%+8,51013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC126,255$7.01M1.29%+4,97013F-HRTimeline
Farther Finance Advisors, LLC125,086$6.94M0.07%+41,22313F-HRTimeline
D.A. DAVIDSON & CO.124,994$6.94M0.04%+12,59813F-HRTimeline
IHT Wealth Management, LLC124,517$6.91M0.16%+79,33913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC124,342$6.9M0.41%-79413F-HRTimeline
New England Private Wealth Advisors LLC121,522$6.75M0.78%-3,00413F-HRTimeline
IMC-Chicago, LLC121,271$6.73M0.1%+109,78613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management121,108$6.72M0.08%+13,88813F-HRTimelineGroup
Chicago Partners Investment Group LLC113,119$6.66M0.15%+8,08113F-HRTimeline
Garden State Investment Advisory Servic…119,547$6.64M1.59%+3,38613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…119,047$6.61M0.09%+59,35713F-HRTimelineGroup
NFSG Corp118,016$6.55M1.08%-1,86813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK116,944$6.49M0.04%new13F-HRTimelineGroup
AdvisorNet Financial, Inc116,550$6.47M0.34%-39,97513F-HRTimeline
MADDEN SECURITIES Corp115,615$6.42M1.93%-106,75313F-HRTimeline
High Net Worth Advisory Group LLC115,424$6.41M1.49%+3,07113F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …114,807$6.37M3.55%+3,51513F-HRTimeline
PINNACLE ASSOCIATES LTD113,809$6.32M0.08%+9,19613F-HRTimeline
Z3 Capital Partners, LLC113,451$6.3M1.6%+3,35713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP112,796$6.26M0.35%+39,45913F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC112,691$6.26M1.43%-4,16813F-HRTimeline
AlphaStar Capital Management, LLC110,793$6.15M0.45%-1,07513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC110,544$6.14M0.16%+1,41413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…109,629$6.08M0.01%+1,13613F-HRTimelineGroup
Dynamic Advisor Solutions LLC108,291$6.01M0.19%-5,21813F-HRTimeline
Vienna Asset Management LLC108,256$6.01M4.75%-1,70813F-HRTimeline
Eagle Bluffs Wealth Management LLC108,206$6.01M2.34%-11913F-HRTimeline
Gladstone Institutional Advisory LLC108,170$6.01M0.22%+25,05113F-HRTimeline
MBL Wealth, LLC107,888$5.99M0.45%-8,15213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…106,519$5.91M0.06%+15,08113F-HRTimelineGroup
AE Wealth Management LLC103,411$5.74M0.03%+9,57613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC102,614$5.7M0.01%new13F-HRTimeline
Trinity Legacy Partners, LLC96,250$5.62M1.22%+8,35413F-HRTimeline
CENTAURUS FINANCIAL, INC.100,731$5.59M0.27%-2,88113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…99,067$5.5M0.38%+13,91213F-HRTimeline
INTEGRITY ALLIANCE, LLC.97,878$5.43M0.21%+2,23013F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC97,631$5.42M1.94%-9,78013F-HRTimeline
J.W. COLE ADVISORS, INC.97,081$5.39M0.18%+2,67813F-HRTimeline
Intrepid Financial Planning Group LLC96,245$5.33M2.15%-98713F-HRTimeline
WealthPlan Investment Management, LLC95,696$5.31M0.3%+62,91913F-HRTimeline
Ignite Planners, LLC95,597$5.31M0.82%+29513F-HRTimeline
Mutual Advisors, LLC95,269$5.29M0.11%+97513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC94,288$5.23M0.08%+11,12813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.94,043$5.22M0.08%+23,14113F-HRTimeline
World Investment Advisors91,592$5.09M0.08%+5,79913F-HRTimeline
Hibernia Wealth Partners, LLC91,310$5.07M1.5%+7,30513F-HRTimeline
NWF Advisory Services Inc.90,560$5.03M0.57%+1,07113F-HRTimeline
Integrity Wealth Partners, LLC89,005$4.94M4.45%13F-HRTimeline
21 West Wealth Management LLC88,407$4.91M4.56%-8,64913F-HRTimeline
Maia Wealth LLC88,000$4.89M0.83%+4,94813F-HRTimeline
Pine Valley Investments Ltd Liability Co86,849$4.82M0.23%-148,46013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC86,708$4.81M0.05%+1,42813F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY86,607$4.81M3.1%+19,20413F-HRTimeline
Ulland Investment Advisors, LLC85,854$4.77M4.09%-55513F-HRTimeline
Henderson Brothers Financial Partners, …84,946$4.72M1.19%13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC84,907$4.71M0.6%+4,35913F-HRTimeline
Perennial Investment Advisors, LLC84,250$4.68M0.37%+13,03913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC82,965$4.61M0.6%+14,02013F-HRTimeline
Apella Capital, LLC78,395$4.6M0.07%new13F-HRTimeline
Kingstone Capital Partners Texas, LLC81,812$4.54M2.8%+15,25013F-HRTimeline
Sanctuary Advisors, LLC81,275$4.51M0.02%-1,48313F-HRTimeline
Semus Wealth Partners LLC80,456$4.47M2.5%+1,98913F-HRTimeline
FAS Wealth Partners, Inc.79,708$4.43M0.28%+2,34513F-HRTimeline
Hexagon Capital Partners LLC79,673$4.42M0.65%+8,63013F-HRTimeline
Ellis Investment Partners, LLC79,584$4.42M0.77%-95,64313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp78,845$4.38M<0.01%+26,53713F-HRTimelineGroup
Onyx Bridge Wealth Group LLC78,774$4.37M0.47%+3,35313F-HRTimeline
FRG Family Wealth Advisors LLC78,213$4.34M0.71%-12,78313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…77,679$4.31M0.29%+6,04613F-HRTimeline
DAVENPORT & Co LLC77,243$4.29M0.02%+2,36713F-HRTimeline
WEDBUSH SECURITIES INC76,314$4.24M0.12%+15,42713F-HRTimeline
Krilogy Financial LLC72,231$4.23M0.14%-14,82813F-HRTimeline
Capital Investment Advisory Services, L…75,422$4.19M0.31%+2,07113F-HRTimeline