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Disclosery

JEPQ J P MORGAN EXCHANGE TRADED F

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NASDAQ EQT PREM (fund)

Filings received so far for Q3 2026: 58 13F filers report a position in JEPQ shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Adams Asset Advisors, LLC2,205,299$135M13.72%+797,23913F-HRTimeline
Venture Visionary Partners LLC539,334$33M0.87%+54,06713F-HRTimeline
Farther Finance Advisors, LLC206,318$12.6M0.09%+50,94813F-HRTimeline
Prota Financial, LLC204,358$12.4M7.94%+4,06113F-HRTimeline
Intelligence Driven Advisers, LLC84,000$5.15M0.89%013F-HRTimeline
Apella Capital, LLC83,276$5.1M0.06%+3,11913F-HRTimeline
M.E. ALLISON & CO., INC.62,209$3.81M2.14%+3,09513F-HRTimeline
Investment Partners Asset Management, I…60,442$3.7M2.01%+60913F-HRTimeline
Avidian Wealth Enterprises, LLC59,034$3.62M0.1%+5,39813F-HRTimeline
TrueWealth Advisors, LLC45,396$2.78M0.62%+2,30813F-HRTimeline
CHAPIN DAVIS, INC.41,277$2.53M0.49%+8,40813F-HRTimeline
PRIVATE CLIENT SERVICES, LLC37,843$2.32M0.62%+11,11813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP33,000$2.02M0.14%+36813F-HRTimelineGroup
Strong Retirement Solutions LLC30,655$1.88M1.06%+12,29913F-HRTimeline
Nautilus Advisors LLC28,766$1.76M1.07%+3,20313F-HRTimeline
Cooper Financial Group19,956$1.22M0.1%+2,61813F-HRTimeline
Legacy Private Trust Co.18,910$1.16M0.06%+1,00013F-HRTimeline
Integrated Financial Solutions, Inc.17,450$1.07M0.55%+8,30013F-HRTimeline
Stonebridge Financial Group, LLC15,975$979K0.07%+31213F-HRTimeline
Castle Rock Wealth Management, LLC11,638$713K0.13%+98513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC11,166$684K0.04%+5613F-HRTimeline
Capital Advisors Wealth Management, LLC10,943$670K0.08%+3,22913F-HRTimeline
Galvin, Gaustad & Stein, LLC10,925$669K0.05%+30013F-HRTimeline
Private Capital Advisors, Inc.10,756$659K0.06%+20013F-HRTimeline
Global Wealth Strategies & Associates10,679$654K0.12%-57313F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV10,475$642K0.45%+3,87013F-HRTimeline
Cadent Capital Advisors, LLC9,328$571K0.12%+2,08213F-HRTimeline
Sound Income Strategies, LLC9,242$563K0.03%-96913F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC8,832$541K0.35%+75613F-HRTimeline
Meadowbrook Wealth Management, LLC8,134$498K0.52%+2,32013F-HRTimeline
Balefire, LLC6,235$382K0.06%+96213F-HRTimeline
Montecito Bank & Trust6,130$376K0.06%-2013F-HRTimeline
Sherry Group, Inc.6,038$370K0.35%+2,53813F-HRTimeline
Buska Wealth Management, LLC5,943$364K0.13%new13F-HRTimeline
First Heartland Consultants, Inc.5,746$352K0.02%-1,48913F-HRTimeline
Valeo Financial Advisors, LLC5,673$347K0.01%+2,40613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC4,915$300K0.04%+1,32513F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC4,557$278K0.11%-3613F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp4,500$276K0.03%+1,00013F-HRTimelineGroup
Montz Harcus Wealth Management LLC4,486$275K0.1%+14913F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,981$244K0.02%new13F-HRTimelineGroup
GAMMA Investing LLC3,917$240K0.01%+6013F-HRTimeline
Friday Financial3,820$232K0.05%+31513F-HRTimeline
MRA Advisory Group3,573$219K0.08%+10013F-HRTimeline
Trust Co3,520$216K0.02%+3,41613F-HRTimeline
LifeGoal Investments, LLC3,443$211K0.06%+12413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,375$207K0.06%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,205$73.8K0.05%+2113F-HRTimeline
CoreCap Advisors, LLC1,159$71K<0.01%-53613F-HRTimeline
GK Wealth Management LLC1,020$62.5K0.04%new13F-HRTimeline
Roxbury Financial LLC917$56.2K0.04%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.420$25.7K<0.01%new13F-HRTimelineGroup
Olistico Wealth, LLC399$24.4K0.01%new13F-HRTimeline
Miller Global Investments, LLC205$12.6K0.01%013F-HRTimeline
CX Institutional155$9K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division100$6.13K<0.01%013F-HRTimeline
Bullock Wealth Management Group100$6.08K<0.01%013F-HRTimeline
ATWOOD & PALMER INC0$7<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.