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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Institutional Ownership

JPMorgan Nasdaq Equity Premium Income ETF logo
$54.74 -0.16 (-0.28%)
As of 10:51 AM 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)
700
Total
Institutional Inflows
(last 12 months)
$7.81B
Number of
Institutional Sellers
(last 12 months)
260
Total
Institutional Outflows
(last 12 months)
$825.99M
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JEPQ Institutional Buying and Selling by Quarter

JPMorgan Nasdaq Equity Premium Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/22/2025Apexium Financial LP174,161$9.47M0.5%+45.8%0.034%
7/21/2025Future Financial Wealth Managment LLC12,039$655K0.4%+2,307.8%0.002%
7/21/2025Ameriflex Group Inc.7,621$413K0.2%-42.5%0.001%
7/21/2025Montz Harcus Wealth Management LLC4,842$263K0.1%N/A0.001%
7/21/2025Consilium Wealth Advisory LLC16,232$883K0.4%+1.6%0.003%
7/21/2025Ameritas Advisory Services LLC41,928$2.28M0.1%-53.4%0.008%
7/21/2025HighMark Wealth Management LLC4,086$222K0.1%+123.9%0.001%
7/21/2025Ashton Thomas Securities LLC12,516$681K0.2%+44.9%0.002%
7/21/2025Ping Capital Management Inc.21,700$1.18M0.3%N/A0.004%
7/21/2025Trinity Legacy Partners LLC93,962$5.13M1.2%+4.9%0.018%
7/21/2025Investment Planning Advisors Inc.25,409$1.38M0.5%-25.9%0.005%
7/21/2025Patriot Financial Group Insurance Agency LLC97,715$5.32M0.6%-6.0%0.019%
7/18/2025 Marks Wealth LLC36,204$1.97M0.6%+45.0%0.007%
7/18/2025 Pure Financial Advisors LLC25,310$1.38M0.0%+133.8%0.005%
7/18/2025 Consolidated Planning Corp28,201$1.53M0.2%+1.2%0.005%
7/18/2025 New Wave Wealth Advisors LLC134,890$7.34M3.1%+25.0%0.026%
7/18/2025 Trust Co. of Vermont700$38K0.0%-41.7%0.000%
7/18/2025 Childress Capital Advisors LLC147,639$8.03M2.0%-17.7%0.029%
7/18/2025 PFG Investments LLC62,322$3.39M0.2%+133.5%0.012%
7/18/2025 Consolidated Portfolio Review Corp5,307$289K0.0%+31.5%0.001%
7/18/2025 Institute for Wealth Management LLC.29,328$1.60M0.2%+179.3%0.006%
7/18/2025 Requisite Capital Management LLC6,996$381K0.1%-99.4%0.001%
7/18/2025 Cooper Financial Group18,872$1.03M0.1%+2.6%0.004%
7/18/2025 Truist Financial Corp549,804$29.91M0.0%-18.6%0.107%
7/18/2025 Pennsylvania Capital Management Inc. ADV9,694$527K0.2%+3.7%0.002%
7/17/2025 MBA Advisors LLC20,953$1.14M0.5%+1.6%0.004%
7/17/2025 Elwood & Goetz Wealth Advisory Group LLC5,835$317K0.1%-14.9%0.001%
7/17/2025 Eagle Bluffs Wealth Management LLC107,473$5.85M2.8%+3.0%0.021%
7/17/2025 Lee Johnson Capital Management LLC401,531$21.84M7.5%+35.3%0.078%
7/17/2025 XML Financial LLC7,355$400K0.0%+22.0%0.001%
7/17/2025 Capital Investment Advisors LLC33,341$1.81M0.0%-5.1%0.006%
7/17/2025 Sterling Investment Advisors Ltd.22,994$1.25M0.3%+15.7%0.004%
7/17/2025 LexAurum Advisors LLC26,424$1.44M0.2%+37.4%0.005%
7/17/2025 HB Wealth Management LLC22,705$1.24M0.0%+22.0%0.004%
7/17/2025 Janney Montgomery Scott LLC1,107,341$60.24M0.2%+2.1%0.215%
7/17/2025 Venture Visionary Partners LLC167,391$9.11M0.3%+60.6%0.032%
7/17/2025 Smith Chas P & Associates PA Cpas10,491$571K0.0%N/A0.002%
7/17/2025 Kelly Financial Services LLC11,345$617K0.2%-5.8%0.002%
7/17/2025 Forefront Wealth Management Inc.117,618$6.40M5.1%+45.9%0.023%
7/17/2025 Investment Advisory Services Inc. TX ADV41,768$2.27M0.8%+1.5%0.008%
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7/17/2025 Wagner Wealth Management LLC60,443$3.29M0.7%+23.9%0.012%
7/17/2025 San Luis Wealth Advisors LLC50,236$2.73M0.6%+6.5%0.010%
7/17/2025 Tritonpoint Wealth LLC14,824$806K0.1%+4.4%0.003%
7/17/2025 Avior Wealth Management LLC72,987$3.97M0.1%+23.8%0.014%
7/17/2025 Tempus Wealth Planning LLC20,563$1.12M0.3%+2.8%0.004%
7/16/2025 Independent Wealth Network Inc.4,408$240K0.1%N/A0.001%
7/16/2025 Signaturefd LLC4,000$218K0.0%-35.0%0.001%
7/16/2025 Novem Group16,839$916K0.1%+5.3%0.003%
7/16/2025 Cambridge Advisors Inc.181,623$9.88M2.1%-1.3%0.035%
7/16/2025 Owen LaRue LLC18,449$1.00M0.4%-43.7%0.004%
7/16/2025 Perigon Wealth Management LLC10,796$587K0.0%-45.7%0.002%
7/16/2025 Magnus Financial Group LLC450,808$24.52M2.2%+541.1%0.087%
7/16/2025 Littlejohn Financial Services Inc.42,398$2.31M1.8%-0.9%0.008%
7/16/2025 Kennedy Investment Group109,772$5.97M2.5%+13.0%0.021%
7/16/2025 TigerOak Management L.L.C.9,749$530K0.2%+3.6%0.002%
7/15/2025 Retirement Guys Formula LLC53,309$2.90M1.1%+17.4%0.010%
7/15/2025 Herbst Group LLC62,191$3.38M2.0%+4.2%0.012%
7/15/2025 McAdam LLC5,194$283K0.0%-37.1%0.001%
7/15/2025 Xcel Wealth Management LLC12,659$689K0.2%+18.6%0.002%
7/15/2025 Cora Capital Advisors LLC29,342$1.60M0.7%+8.0%0.006%
7/15/2025 Beacon Financial Planning Inc.24,621$1.34M0.7%-3.1%0.005%
7/15/2025 Wealth Effects LLC30,687$1.67M0.6%-2.1%0.006%
7/15/2025 TD Private Client Wealth LLC863$47K0.0%-26.0%0.000%
7/15/2025 Carr Financial Group Corp119,665$6.51M1.9%-8.7%0.023%
7/15/2025 StoneCrest Wealth Management Inc.91,619$4.98M2.4%+3.1%0.018%
7/15/2025 Graypoint LLC258,959$14.09M0.8%-14.9%0.050%
7/15/2025 BCS Wealth Management13,686$745K0.2%-22.3%0.003%
7/15/2025 Sheets Smith Wealth Management67,147$3.65M0.4%+113.8%0.013%
7/15/2025 Family Investment Center Inc.5,631$306K0.1%+34.3%0.001%
7/15/2025 Financial Partners Group Inc250,976$13.65M1.9%+14.0%0.049%
7/15/2025 Focused Wealth Management Inc19,418$1.06M0.1%+58.7%0.004%
7/14/2025 Gries Financial LLC73,562$4.00M0.7%+8.9%0.014%
7/14/2025 AdvisorNet Financial Inc162,880$8.86M0.6%+146.5%0.032%
7/14/2025 Mechanics Bank Trust Department71,872$3.91M0.6%+55.1%0.014%
7/14/2025 Armstrong Advisory Group Inc.10,971$597K0.0%+95.6%0.002%
7/14/2025 KFG Wealth Management LLC40,183$2.19M0.4%+27.8%0.008%
7/14/2025 Chapin Davis Inc.30,226$1.64M0.5%+22.2%0.006%
7/14/2025 GAMMA Investing LLC6,665$363K0.0%-55.8%0.001%
7/14/2025 Westend Capital Management LLC10,760$585K0.2%-3.5%0.002%
7/14/2025 U.S. Capital Wealth Advisors LLC170,431$9.27M0.3%-7.3%0.033%
7/14/2025 Narus Financial Partners LLC9,700$528K0.2%+41.6%0.002%
7/14/2025 Lewis Asset Management LLC12,939$704K0.3%N/A0.003%
7/14/2025 Flagstar Advisors Inc.63,923$3.48M1.0%+7.8%0.012%
7/14/2025 Southland Equity Partners LLC12,119$659K0.1%+51.5%0.002%
7/14/2025 Park Avenue Securities LLC78,806$4.29M0.0%+27.0%0.015%
7/14/2025 Cathy Pareto & Associates Inc.6,191$337K0.3%-12.8%0.001%
7/14/2025 Palacios Wealth Management LLC79,905$4.35M3.6%-13.4%0.015%
7/14/2025 Sowell Financial Services LLC47,785$2.60M0.1%+8.5%0.009%
7/11/2025 Wealth Management Partners LLC14,840$802K0.3%+243.4%0.003%
7/11/2025 Hilltop Wealth Advisors LLC465,775$25.34M14.2%+6.8%0.090%
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7/11/2025 Farther Finance Advisors LLC112,368$6.11M0.1%+5.9%0.022%
7/11/2025 Silver Oak Securities Incorporated73,694$4.01M0.3%+5.8%0.014%
7/11/2025 UMB Bank n.a.7,000$381K0.0%N/A0.001%
7/11/2025 Walker Financial Services Inc.4,023$219K0.1%N/A0.001%
7/11/2025 SeaCrest Wealth Management LLC65,613$3.57M0.4%+19.1%0.013%
7/11/2025 Bell Bank16,187$881K0.0%-1.8%0.003%
7/11/2025 Kingstone Capital Partners Texas LLC86,131,764$4.62B0.6%+99,863.7%16.649%
7/10/2025 Oliver Lagore Vanvalin Investment Group685$35K0.0%N/A0.000%
7/10/2025 Orgel Wealth Management LLC3,843$209K0.0%N/A0.001%
7/10/2025 Legacy Financial Strategies LLC5,195$283K0.1%-4.9%0.001%
(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, 813 institutional investors and hedge funds held shares of JPMorgan Nasdaq Equity Premium Income ETF. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($4.62B), 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), and Envestnet Asset Management Inc. ($175.16M).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 785 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: Kingstone Capital Partners Texas LLC ($86.13M), JPMorgan Chase & Co. ($11.18M), LPL Financial LLC ($6.37M), International Assets Investment Management LLC ($4.80M), Raymond James Financial Inc. ($3.82M), Envestnet Asset Management Inc. ($2.32M), and Commonwealth Equity Services LLC ($2.24M).

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

Institutional investors have bought a total of 143,261,025 shares in the last 24 months. This purchase volume represents approximately $7.81B in transactions.

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

Of the 260 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), Requisite Capital Management LLC ($1.17M), Private Advisor Group LLC ($831.27K), Susquehanna International Group LLP ($566.79K), American Trust ($463.99K), and Cambridge Investment Research Advisors Inc. ($453.34K).

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

Institutional investors have sold a total of 15,120,050 shares in the last 24 months. This volume of shares sold represents approximately $825.99M in transactions.



This page (NASDAQ:JEPQ) was last updated on 7/22/2025 by MarketBeat.com Staff
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