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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Institutional Ownership

JPMorgan Nasdaq Equity Premium Income ETF logo
$53.86 -0.55 (-1.00%)
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Institutional Ownership Changes (13F Filings) for JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

Number of
Institutional Buyers
(last 12 months)
698
Total
Institutional Inflows
(last 12 months)
$3.19B
Number of
Institutional Sellers
(last 12 months)
238
Total
Institutional Outflows
(last 12 months)
$734.58M
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JEPQ Institutional Buying and Selling by Quarter

JPMorgan Nasdaq Equity Premium Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2025Invst LLC5,156$267K0.0%N/A0.001%
5/28/2025Anderson Financial Strategies LLC38,450$1.99M1.2%+961,150.0%0.008%
5/28/2025Intrua Financial LLC40,836$2.11M0.3%+6.4%0.009%
5/28/2025Turn8 Private Wealth Inc.56,500$2.93M2.3%N/A0.012%
5/27/2025Jacobi Capital Management LLC9,211$477K0.0%+22.5%0.002%
5/22/2025WBI Investments LLC51,162$2.65M0.7%-6.6%0.011%
5/21/2025Westbourne Investments Inc.41,760$2.16M1.3%-3.3%0.009%
5/21/2025MBL Wealth LLC225,089$11.66M1.2%+1.9%0.048%
5/21/2025McAdam LLC8,251$427K0.0%+7.0%0.002%
5/21/2025Geneos Wealth Management Inc.42,179$2.18M0.1%-4.0%0.009%
5/20/2025Blue Rock Wealth Management LLC113,899$5.90M5.0%N/A0.024%
5/20/2025Belpointe Asset Management LLC83,576$4.33M0.2%+66.5%0.018%
5/20/2025Focus Partners Wealth303,851$15.73M0.0%+14.2%0.065%
5/20/2025Integrity Alliance LLC.69,117$3.58M0.1%N/A0.015%
5/16/2025American Trust11,777$610K0.2%-97.4%0.002%
5/16/2025Arete Wealth Advisors LLC22,372$1.16M0.1%+4.2%0.005%
5/16/2025Signature Estate & Investment Advisors LLC485,351$25.13M0.7%-2.1%0.101%
5/16/2025Everstar Asset Management LLC7,176$372K0.1%N/A0.001%
5/16/2025Ashton Thomas Private Wealth LLC6,611$342K0.0%-20.8%0.001%
5/16/2025Cape Investment Advisory Inc.1,532$79K0.0%N/A0.000%
5/16/2025Jones Financial Companies Lllp232,625$12.05M0.0%N/A0.049%
5/16/2025Coordinated Financial Services Inc. CO16,289$843K0.6%N/A0.003%
5/16/2025Tiptree Advisors LLC129,350$6.70M5.5%+44.8%0.027%
5/16/2025Redwood Financial Network Corp11,584$600K0.5%+85.3%0.002%
5/16/2025Pacific Center for Financial Services10,193$528K0.1%+78.0%0.002%
5/16/2025Concorde Asset Management LLC7,956$403K0.2%+31.8%0.002%
5/16/2025AQR Capital Management LLC7,174$371K0.0%-59.6%0.001%
5/15/2025EP Wealth Advisors LLC34,172$1.77M0.0%+27.7%0.007%
5/15/2025Ashton Thomas Securities LLC8,637$447K0.1%-9.5%0.002%
5/15/2025Focus Partners Advisor Solutions LLC9,366$485K0.0%N/A0.002%
5/15/2025First Financial Bankshares Inc12,408$642K0.0%N/A0.003%
5/15/2025Ameriflex Group Inc.13,259$687K0.3%+31.4%0.003%
5/15/2025Royal Bank of Canada3,080,536$159.51M0.0%+2.2%0.644%
5/15/2025Betterment LLC10,732$556K0.0%-1.9%0.002%
5/15/2025MAI Capital Management10,949$567K0.0%-42.7%0.002%
5/15/2025Calton & Associates Inc.12,012$622K0.1%N/A0.003%
5/15/2025FRG Family Wealth Advisors LLC117,244$6.07M1.2%+21.5%0.024%
5/15/2025Baird Financial Group Inc.560,169$29.01M0.1%+20.3%0.117%
5/15/2025Monterey Private Wealth Inc.52,098$2.70M0.8%+32.9%0.011%
5/14/2025Delta Investment Management LLC106,694$5.53M1.1%+2.6%0.022%
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5/14/2025CreativeOne Wealth LLC21,856$1.13M0.0%-3.6%0.005%
5/14/2025Samalin Investment Counsel LLC5,648$292K0.1%+6.6%0.001%
5/14/2025Evergreen Wealth Solutions LLC225,427$11.67M7.9%-10.2%0.047%
5/14/2025NCM Capital Management LLC16,052$831K0.4%+2.1%0.003%
5/14/2025Apexium Financial LP119,466$6.19M0.4%+111.6%0.025%
5/14/2025Comerica Bank126,175$6.53M0.0%+21.1%0.026%
5/14/2025Synovus Financial Corp8,959$464K0.0%N/A0.002%
5/14/2025Napa Wealth Management10,642$551K0.3%-19.2%0.002%
5/14/2025SVB Wealth LLC703$36K0.0%N/A0.000%
5/14/2025B&D White Capital Company LLC287,752$14.90M2.2%N/A0.060%
5/14/2025Cadence Bank53,672$2.78M0.2%+53.9%0.011%
5/14/2025Smartleaf Asset Management LLC40,558$2.10M0.2%+23.6%0.008%
5/14/2025Caitlin John LLC4,643$240K0.2%+48.4%0.001%
5/14/2025Northwestern Mutual Wealth Management Co.156,795$8.12M0.0%+90.6%0.033%
5/14/2025Haverford Trust Co28,454$1.47M0.0%N/A0.006%
5/14/2025Trinity Legacy Partners LLC89,543$4.69M1.2%+13.1%0.019%
5/14/2025Van Hulzen Asset Management LLC5,122$265K0.0%+17.0%0.001%
5/14/2025Kestra Advisory Services LLC843,690$43.69M0.2%+8.7%0.176%
5/14/2025Purus Wealth Management LLC51,054$2.64M1.1%-1.3%0.011%
5/14/2025Compound Planning Inc.5,768$299K0.0%-13.5%0.001%
5/14/2025Barnes Wealth Management Group Inc4,093$212K0.1%N/A0.001%
5/14/2025Ameriprise Financial Inc.3,196,909$165.35M0.0%+58.4%0.668%
5/14/2025Integras Partners LLC36,271$1.88M1.7%+10.8%0.008%
5/14/2025CW Advisors LLC31,539$1.66M0.0%N/A0.007%
5/14/2025Joseph P. Lucia & Associates LLC37,122$1.92M0.9%+7.9%0.008%
5/14/2025Capital Analysts LLC112,914$5.85M0.2%-0.6%0.024%
5/14/2025Tradition Wealth Management LLC216,570$11.21M1.0%+9.1%0.045%
5/14/2025Venture Visionary Partners LLC104,207$5.40M0.2%-43.1%0.022%
5/14/2025ZEGA Investments LLC43,414$2.25M0.3%N/A0.009%
5/14/2025JT Stratford LLC53,808$2.79M0.5%+8.5%0.011%
5/14/2025Blue Investment Partners LLC36,213$1.88M0.7%+2.5%0.008%
5/14/2025M Holdings Securities Inc.29,508$1.53M0.3%+27.6%0.006%
5/13/2025Aptus Capital Advisors LLC37,680$1.95M0.0%+11.7%0.008%
5/13/2025Cascade Financial Partners LLC3,886$201K0.0%+6.7%0.001%
5/13/2025Steward Partners Investment Advisory LLC587,634$30.43M0.3%+19.3%0.123%
5/13/2025Intrepid Financial Planning Group LLC85,580$4.43M2.1%+9.9%0.018%
5/13/2025Tyler Stone Wealth Management62,510$3.24M0.6%-12.5%0.013%
5/13/2025Raymond James Financial Inc.3,818,537$197.72M0.1%+23.3%0.798%
5/13/2025Cresset Asset Management LLC48,250$2.50M0.0%+74.0%0.010%
5/13/2025Nations Financial Group Inc. IA ADV42,656$2.21M0.2%-8.1%0.009%
5/13/2025Thompson Davis & CO. Inc.5,700$295K0.2%N/A0.001%
5/13/2025EverSource Wealth Advisors LLC11,746$608K0.0%+184.2%0.002%
5/13/2025Seaview Investment Managers LLC9,308$482K0.1%+28.1%0.002%
5/13/2025Heck Capital Advisors LLC2,035$105K0.0%-27.9%0.000%
5/13/2025NFP Retirement Inc.9,042$468K0.0%+9.0%0.002%
5/13/2025Bridgewealth Advisory Group LLC7,397$383K0.5%-76.6%0.002%
5/13/2025HighTower Advisors LLC835,765$43.28M0.1%+4.9%0.179%
5/13/2025Trajan Wealth LLC74,194$3.84M0.2%N/A0.016%
5/13/2025Delos Wealth Advisors LLC4,006$207K0.2%N/A0.001%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,361$328K0.0%+5.7%0.001%
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5/12/2025Maia Wealth LLC53,528$2.67M0.6%-26.4%0.011%
5/12/2025SouthState Corp1,400$72K0.0%N/A0.000%
5/12/2025Cooper Financial Group18,391$952K0.1%+12.0%0.004%
5/12/2025AFT Forsyth & Company Inc.12,768$661K0.4%+14.4%0.003%
5/12/2025Benjamin Edwards Inc.71,675$3.71M0.1%+15.6%0.015%
5/12/2025JPMorgan Chase & Co.22,135,873$1.15B0.1%+9.3%4.738%
5/12/2025Townsquare Capital LLC17,606$912K0.0%+293.8%0.004%
5/12/2025Zions Bancorporation National Association UT15,000$777K0.0%N/A0.003%
5/12/2025Sloy Dahl & Holst LLC46,189$2.39M0.4%+31.8%0.010%
5/12/2025Beam Wealth Advisors Inc.16,462$852K0.3%-4.8%0.004%
(Data available from 1/1/2016 forward)

JEPQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JEPQ shares?

During the previous two years, 804 institutional investors and hedge funds held shares of JPMorgan Nasdaq Equity Premium Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.15B), LPL Financial LLC ($561.87M), Bank of America Corp DE ($445.97M), Wells Fargo & Company MN ($321.12M), Raymond James Financial Inc. ($197.72M), Envestnet Asset Management Inc. ($175.16M), and Ameriprise Financial Inc. ($165.35M).Learn more on JPMorgan Nasdaq Equity Premium Income ETF's institutional investors.

Which institutional investors have been buying JPMorgan Nasdaq Equity Premium Income ETF's stock?

Of the 780 institutional investors that purchased JPMorgan Nasdaq Equity Premium Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($11.18M), LPL Financial LLC ($6.37M), International Assets Investment Management LLC ($4.81M), Raymond James Financial Inc. ($3.82M), Envestnet Asset Management Inc. ($2.32M), Commonwealth Equity Services LLC ($2.24M), and Strategic Financial Concepts LLC ($1.93M).

How much institutional buying is happening at JPMorgan Nasdaq Equity Premium Income ETF?

Institutional investors have bought a total of 58,339,668 shares in the last 24 months. This purchase volume represents approximately $3.19B in transactions.

Which of JPMorgan Nasdaq Equity Premium Income ETF's major shareholders have been selling company stock?

Of the 238 institutional investors that sold JPMorgan Nasdaq Equity Premium Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($3.02M), Marks Wealth LLC ($2.63M), Private Advisor Group LLC ($831.27K), Susquehanna International Group LLP ($566.79K), American Trust ($463.99K), Cambridge Investment Research Advisors Inc. ($453.34K), and Financially Speaking Inc ($404.84K).

How much institutional selling is happening at JPMorgan Nasdaq Equity Premium Income ETF?

Institutional investors have sold a total of 13,439,364 shares in the last 24 months. This volume of shares sold represents approximately $734.58M in transactions.


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This page (NASDAQ:JEPQ) was last updated on 7/1/2025 by MarketBeat.com Staff
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