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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Institutional Ownership

JPMorgan Nasdaq Equity Premium Income ETF logo
$51.34 +0.02 (+0.04%)
Closing price 04/30/2025 04:00 PM Eastern
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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)
658
Total
Institutional Inflows
(last 12 months)
$2.82B
Number of
Institutional Sellers
(last 12 months)
205
Total
Institutional Outflows
(last 12 months)
$628.78M
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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
4/30/2025Clarity Wealth Advisors LLC35,185$1.82M0.5%+3.4%0.008%
4/30/2025Cerity Partners LLC17,495$906K0.0%+308.7%0.004%
4/30/2025Narus Financial Partners LLC6,850$355K0.1%+7.0%0.001%
4/30/2025Financial Gravity Asset Management Inc.2,197$114K0.0%N/A0.000%
4/30/2025Round Rock Advisors LLC16,483$853K0.2%+15.1%0.004%
4/30/2025Allworth Financial LP1,851,606$93.75M0.5%+78,192.0%0.403%
4/30/2025Aurdan Capital Management LLC10,539$546K0.2%-7.5%0.002%
4/30/2025CFO4Life Group LLC4,622$239K0.0%-37.0%0.001%
4/30/2025Cooper Capital Advisors LLC5,980$310K0.3%-28.8%0.001%
4/30/2025Axxcess Wealth Management LLC62,320$3.23M0.1%-1.7%0.014%
4/30/2025Greenleaf Trust4,780$248K0.0%+19.5%0.001%
4/30/2025Silverlake Wealth Management LLC17,881$926K0.3%-3.4%0.004%
4/30/2025Personal CFO Solutions LLC6,455$334K0.1%+7.2%0.001%
4/30/2025AlphaStar Capital Management LLC4,574$237K0.0%-89.6%0.001%
4/30/2025M&T Bank Corp4,684$243K0.0%N/A0.001%
4/30/2025Stratos Wealth Partners LTD.122,266$6.33M0.1%+3.8%0.027%
4/30/2025Stratos Wealth Advisors LLC32,654$1.69M0.1%-20.9%0.007%
4/30/2025Stratos Investment Management LLC14,778$765K0.0%+158.4%0.003%
4/30/2025Lee Johnson Capital Management LLC296,714$15.36M8.1%-1.0%0.065%
4/30/2025Brown Advisory Inc.20,725$1.07M0.0%+8.2%0.005%
4/30/2025Planning Directions Inc.39,421$2.04M0.9%+19.1%0.009%
4/30/2025Interchange Capital Partners LLC5,878$304K0.1%+4.1%0.001%
4/30/2025Crossmark Global Holdings Inc.13,615$705K0.0%+147.4%0.003%
4/29/2025 U.S. Capital Wealth Advisors LLC183,948$9.53M0.3%+59.5%0.040%
4/29/2025 Capital Advisors Inc. OK935,386$48.43M1.0%+7.1%0.203%
4/29/2025 Envestnet Asset Management Inc.3,382,816$175.16M0.1%+4.4%0.736%
4/29/2025 Hexagon Capital Partners LLC14,513$751K0.1%+39.0%0.003%
4/29/2025 Investor s Fiduciary Advisor Network LLC27,517$1.42M0.7%+10.8%0.006%
4/29/2025 Concurrent Investment Advisors LLC42,475$2.20M0.1%+83.0%0.009%
4/29/2025 Marks Wealth LLC24,966$1.29M0.5%-95.2%0.005%
4/29/2025 Bank of New York Mellon Corp5,046$261K0.0%-31.1%0.001%
4/29/2025 World Investment Advisors16,709$865K0.0%+29.4%0.004%
4/29/2025 Truist Financial Corp675,473$34.98M0.1%+31.1%0.147%
4/29/2025 Capital Investment Advisory Services LLC70,576$3.65M0.3%+43.9%0.015%
4/29/2025 Strategic Blueprint LLC4,511$234K0.0%+14.3%0.001%
4/29/2025 Brookstone Capital Management88,837$4.60M0.1%+25.2%0.019%
4/29/2025 Global Wealth Management Investment Advisory Inc.14,090$730K0.1%N/A0.003%
4/29/2025 SMART Wealth LLC4,095$212K0.1%N/A0.001%
4/29/2025 OneDigital Investment Advisors LLC12,673$656K0.0%-79.7%0.003%
4/29/2025 Silver Oak Securities Incorporated69,632$3.61M0.3%+7.7%0.015%
Donald Trump is about to free crypto from its chains … (Ad)

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4/29/2025 Caerus Investment Advisors LLC49,837$2.58M2.5%-0.7%0.011%
4/29/2025 MBA Advisors LLC20,620$1.07M0.5%-27.3%0.004%
4/29/2025 Onyx Bridge Wealth Group LLC56,804$2.94M0.4%+5.0%0.012%
4/28/2025 Mountain Capital Investment Advisors Inc.181,391$9.18M1.6%+23.8%0.039%
4/28/2025 D.A. Davidson & CO.54,920$2.84M0.0%+46.9%0.012%
4/28/2025 Xcel Wealth Management LLC10,675$553K0.2%+4.9%0.002%
4/28/2025 Bellevue Asset Management LLC39,586$2.05M1.1%-0.6%0.009%
4/28/2025 Mutual Advisors LLC55,661$2.84M0.1%+42.9%0.012%
4/28/2025 Latitude Advisors LLC9,398$487K0.3%+59.0%0.002%
4/28/2025 Strategic Financial Concepts LLC18,832$975K0.2%-3.8%0.004%
4/28/2025 Novem Group15,986$828K0.1%+44.1%0.003%
4/28/2025 Private Trust Co. NA6,141$318K0.0%-40.7%0.001%
4/28/2025 Yukon Wealth Management Inc.24,650$1.28M0.5%N/A0.005%
4/28/2025 DAVENPORT & Co LLC66,640$3.45M0.0%-9.3%0.014%
4/28/2025 Summit Trail Advisors LLC6,076$315K0.0%+20.0%0.001%
4/28/2025 Clear Creek Financial Management LLC12,912$669K0.1%+25.3%0.003%
4/25/2025 Smallwood Wealth Investment Management LLC13,514$700K0.4%+50.9%0.003%
4/25/2025 Koshinski Asset Management Inc.21,159$1.10M0.1%-2.2%0.005%
4/25/2025 Perissos Private Wealth Management LLC34,979$1.81M1.7%+4.1%0.008%
4/25/2025 Valley National Advisers Inc.581$30K0.0%+111.3%0.000%
4/25/2025 Socha Financial Group LLC46,298$2.40M1.2%-46.6%0.010%
4/25/2025 Ameritas Advisory Services LLC89,923$4.71M0.2%-12.1%0.020%
4/25/2025 New Wave Wealth Advisors LLC107,905$5.59M2.5%+52.3%0.024%
4/25/2025 Verity Asset Management Inc.28,386$1.47M0.6%-18.8%0.006%
4/25/2025 Innovative Wealth Building LLC12,461$645K0.6%+45.6%0.003%
4/25/2025 Avidian Wealth Enterprises LLC29,387$1.52M0.1%+47.9%0.006%
4/25/2025 Essex Financial Services Inc.18,419$954K0.1%+55.1%0.004%
4/25/2025 Stonebridge Financial Group LLC16,363$847K0.1%+5.7%0.004%
4/25/2025 Joel Isaacson & Co. LLC11,740$608K0.0%N/A0.003%
4/25/2025 Clay Northam Wealth Management LLC14,556$754K0.5%N/A0.003%
4/25/2025 Beacon Financial Planning Inc.25,414$1.32M0.8%+68.8%0.006%
4/25/2025 Colonial River Investments LLC27,654$1.43M0.8%N/A0.006%
4/24/2025 Cambridge Advisors Inc.184,019$9.53M2.1%+3.7%0.040%
4/24/2025 Patron Partners LLC4,880$253K0.1%N/A0.001%
4/24/2025 Westend Capital Management LLC11,145$577K0.2%-24.1%0.002%
4/24/2025 Confluence Wealth Services Inc.29,618$1.47M0.1%+49.4%0.006%
4/24/2025 Crescent Grove Advisors LLC40,467$2.10M0.2%-70.2%0.009%
4/24/2025 Mascoma Wealth Management LLC650$34K0.0%N/A0.000%
4/24/2025 Mirae Asset Global Investments Co. Ltd.12,000$622K0.0%+9.1%0.003%
4/24/2025 Money Concepts Capital Corp58,497$3.03M0.2%+5.3%0.013%
4/24/2025 Jaffetilchin Investment Partners LLC15,013$777K0.1%-15.5%0.003%
4/24/2025 Transcend Capital Advisors LLC44,109$2.28M0.2%+34.2%0.010%
4/24/2025 Family Investment Center Inc.4,193$217K0.1%-17.7%0.001%
4/24/2025 Etesian Wealth Advisors Inc.17,305$896K0.4%+12.4%0.004%
4/24/2025 Beacon Financial Advisory LLC177,959$9.22M2.8%+2.9%0.039%
4/24/2025 TFC Financial Management Inc.2,184$113K0.0%N/A0.000%
4/24/2025 HighMark Wealth Management LLC1,825$94K0.1%N/A0.000%
4/24/2025 Hibernia Wealth Partners LLC16,364$847K0.6%-11.6%0.004%
4/24/2025 PDS Planning Inc39,405$2.04M0.2%+6.8%0.009%
4/24/2025 Investment Advisory Services Inc. TX ADV41,147$2.13M0.8%+15.1%0.009%
Donald Trump is about to free crypto from its chains … (Ad)

Sure enough, Bitcoin took off on the exact day Juan said it would. It's up more than 40% since the election … surpassing $100,000 on Dec. 8 .… Now Juan believes it could hit $150,000 … or higher in 2025.

There's another coin he thinks could do even better.
4/23/2025 Chung Wu Investment Group LLC41,146$2.13M2.5%+0.7%0.009%
4/23/2025 Sequoia Financial Advisors LLC13,355$692K0.0%+100.7%0.003%
4/23/2025 Pure Financial Advisors LLC10,825$561K0.0%+28.9%0.002%
4/23/2025 Security National Bank28,450$1.47M0.3%+382.9%0.006%
4/23/2025 Wealth Effects LLC31,334$1.62M0.7%-20.2%0.007%
4/23/2025 Perigon Wealth Management LLC19,882$1.03M0.0%+23.3%0.004%
4/23/2025 TigerOak Management L.L.C.9,406$487K0.2%+9.0%0.002%
4/23/2025 HBK Sorce Advisory LLC15,187$786K0.0%+70.8%0.003%
4/23/2025 Pinnacle Bancorp Inc.1,270$66K0.0%+130.9%0.000%
4/23/2025 Bessemer Group Inc.1,845$96K0.0%+15.6%0.000%
(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, 761 institutional investors and hedge funds held shares of JPMorgan Nasdaq Equity Premium Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.14B), LPL Financial LLC ($502.59M), Bank of America Corp DE ($445.97M), Wells Fargo & Company MN ($321.12M), Envestnet Asset Management Inc. ($175.16M), Raymond James Financial Inc. ($174.68M), and Royal Bank of Canada ($169.91M).Learn more on JEPQ's institutional investors.

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

Of the 740 institutional investors that purchased JPMorgan Nasdaq Equity Premium Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($9.30M), LPL Financial LLC ($5.55M), International Assets Investment Management LLC ($4.81M), Raymond James Financial Inc. ($3.10M), Envestnet Asset Management Inc. ($2.88M), Strategic Financial Concepts LLC ($1.93M), and Private Advisor Group LLC ($1.88M).

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

Institutional investors have bought a total of 88,947,803 shares in the last 24 months. This purchase volume represents approximately $4.65B in transactions.

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

Of the 244 institutional investors that sold JPMorgan Nasdaq Equity Premium Income ETF 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), Prime Capital Investment Advisors LLC ($831.16K), Susquehanna International Group LLP ($566.79K), Lee Johnson Capital Management LLC ($532.89K), Cambridge Investment Research Advisors Inc. ($453.34K), and Envestnet Asset Management Inc. ($451.64K).

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

Institutional investors have sold a total of 14,910,748 shares in the last 24 months. This volume of shares sold represents approximately $801.23M in transactions.


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This page (NASDAQ:JEPQ) was last updated on 5/1/2025 by MarketBeat.com Staff
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