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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Institutional Ownership

JPMorgan Nasdaq Equity Premium Income ETF logo
$56.94 -0.36 (-0.62%)
As of 02:23 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)
748
Total
Institutional Inflows
(last 12 months)
$8.28B
Number of
Institutional Sellers
(last 12 months)
312
Total
Institutional Outflows
(last 12 months)
$921.92M
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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
10/16/2025John W. Brooker & Co. CPAs4,889$281K0.6%N/A0.001%
10/16/2025MBL Wealth LLC129,318$7.44M0.6%-16.5%0.024%
10/16/2025 HBK Sorce Advisory LLC23,713$1.36M0.0%+16.9%0.004%
10/16/2025Syntegra Private Wealth Group LLC10,765$619K0.1%+11.2%0.002%
10/16/2025Blue Trust Inc.704$40K0.0%-49.7%0.000%
10/16/2025Sheets Smith Wealth Management119,018$6.85M0.8%+77.2%0.022%
10/16/2025James Reed Financial Services Inc.412,977$23.75M21.3%-3.5%0.077%
10/16/2025Foresight Capital Management Advisors Inc.107,983$6.21M3.5%+0.3%0.020%
10/16/2025Capital Advisors Wealth Management LLC3,825$220K0.0%N/A0.001%
10/16/2025Raub Brock Capital Management LP6,163$354K0.1%N/A0.001%
10/15/2025TrueWealth Advisors LLC42,676$2.46M0.7%+4.6%0.008%
10/15/2025CWM LLC776,572$44.67M0.1%+10.1%0.144%
10/15/2025Secured Retirement Advisors LLC26,138$1.50M0.8%-20.7%0.005%
10/15/2025Independent Wealth Network Inc.8,524$490K0.2%+93.4%0.002%
10/15/2025Milestone Asset Management LLC116,690$6.71M1.3%+15.3%0.022%
10/15/2025World Investment Advisors61,262$3.52M0.1%+307.4%0.011%
10/15/2025Mascagni Wealth Management Inc.8,193$471K0.4%-19.7%0.002%
10/15/2025Cambridge Advisors Inc.206,939$11.90M2.3%+13.9%0.038%
10/15/2025Tritonpoint Wealth LLC15,461$889K0.1%+4.3%0.003%
10/15/2025Brookstone Capital Management95,294$5.48M0.1%+3.5%0.018%
10/15/2025Private Trust Co. NA16,538$951K0.1%+16.4%0.003%
10/15/2025Future Financial Wealth Managment LLC16,415$944K0.6%+36.3%0.003%
10/15/2025Cypress Wealth Services LLC3,822$220K0.0%N/A0.001%
10/15/2025DAVENPORT & Co LLC68,965$3.97M0.0%+13.2%0.013%
10/15/2025Kelly Financial Services LLC11,807$679K0.2%+4.1%0.002%
10/14/2025 Tactive Advisors LLC20,669$1.19M0.3%+7.1%0.004%
10/14/2025 Red Mountain Financial LLC3,560$205K0.2%N/A0.001%
10/14/2025 Key Client Fiduciary Advisors LLC8,773$505K0.2%+6.3%0.002%
10/14/2025 Trust Co. of Vermont1,351$78K0.0%+93.0%0.000%
10/14/2025 ADG Wealth Management Group LLC145,369$8.36M6.6%-4.5%0.027%
10/14/2025 Farther Finance Advisors LLC116,554$6.70M0.1%+3.7%0.022%
10/14/2025 21 West Wealth Management LLC99,384$5.72M5.4%+1.7%0.018%
10/14/2025 Berger Financial Group Inc5,305$305K0.0%+35.7%0.001%
10/14/2025 HBK Sorce Advisory LLC23,713$1.37M0.0%+16.9%0.004%
10/14/2025 Sloy Dahl & Holst LLC50,924$2.93M0.3%+2.0%0.009%
10/10/2025 Marion Wealth Management9,449$544K0.1%-3.4%0.002%
10/10/2025 Arlington Financial Advisors LLC6,400$368K0.1%N/A0.001%
10/10/2025 Sound Income Strategies LLC7,919$456K0.0%-4.7%0.001%
10/10/2025 Foster Victor Wealth Advisors LLC14,983$858K0.1%+39.1%0.003%
10/10/2025 Focused Wealth Management Inc21,057$1.21M0.1%+8.4%0.004%
10/10/2025 Cyndeo Wealth Partners LLC6,938$399K0.0%+13.4%0.001%
10/10/2025 Advance Capital Management Inc.16,739$963K0.0%-2.4%0.003%
10/10/2025 KMG Fiduciary Partners LLC28,829$1.66M0.1%+1.6%0.005%
10/9/2025 Secure Asset Management LLC5,146$294K0.0%+36.0%0.001%
10/9/2025 AdvisorNet Financial Inc174,716$10.05M0.6%+7.3%0.032%
10/9/2025 Meadowbrook Wealth Management LLC6,114$352K0.4%N/A0.001%
10/9/2025 Lifestyle Asset Management Inc.38,388$2.21M0.8%-11.5%0.007%
10/9/2025 Centurion Wealth Management LLC245,925$14.15M3.2%+5.3%0.045%
10/9/2025 IVC Wealth Advisors LLC128,969$7.42M3.3%+9.1%0.024%
10/9/2025 Rockingstone Advisors LLC10,950$630K0.3%-4.6%0.002%
10/9/2025 Princeton Global Asset Management LLC67,886$3.91M0.6%-1.8%0.013%
10/9/2025 U.S. Capital Wealth Advisors LLC171,988$9.89M0.3%+0.9%0.032%
10/9/2025 Redhawk Wealth Advisors Inc.9,040$520K0.1%-10.4%0.002%
10/9/2025 Dynamic Advisor Solutions LLC120,318$6.92M0.2%-7.2%0.022%
10/9/2025 Fermata Advisors LLC13,958$803K0.2%+70.3%0.003%
10/9/2025 Guardian Financial Partners LLC8,000$460K0.2%N/A0.001%
10/9/2025 Chapin Davis Inc.30,409$1.75M0.4%+0.6%0.006%
10/8/2025 Sheets Smith Investment Management207,747$11.95M7.8%+148.0%0.039%
10/8/2025 Guided Capital Wealth Management LLC37,680$2.17M1.9%-66.7%0.007%
10/8/2025 Marshall Financial Group LLC41,599$2.39M0.5%-86.8%0.008%
10/8/2025 Patriot Financial Group Insurance Agency LLC103,748$5.97M0.8%+6.2%0.019%
10/8/2025 Teamwork Financial Advisors LLC54,486$3.13M0.3%-87.9%0.010%
10/8/2025 Armstrong Advisory Group Inc.10,759$619K0.0%-1.9%0.002%
10/8/2025 Fiduciary Alliance LLC40,475$2.33M0.2%+3.2%0.008%
10/8/2025 RDA Financial Network12,117$697K0.2%+35.5%0.002%
10/8/2025 Ignite Planners LLC91,388$5.26M0.9%+2.6%0.017%
10/8/2025 Balefire LLC4,287$247K0.0%+4.9%0.001%
10/8/2025 Country Club Bank16,685$958K0.1%+25.2%0.003%
10/8/2025 M.E. Allison & CO. Inc.43,216$2.49M1.7%+7.6%0.008%
10/8/2025 Carr Financial Group Corp106,064$6.10M1.7%-11.4%0.020%
10/7/2025 Montecito Bank & Trust7,310$420K0.1%N/A0.001%
10/7/2025 Catalyst Private Wealth LLC4,698$270K0.1%N/A0.001%
10/7/2025 Grant Private Wealth Management Inc11,499$661K0.4%N/A0.002%
10/7/2025 KFG Wealth Management LLC56,069$3.23M0.5%+39.5%0.010%
10/6/2025 Orgel Wealth Management LLC4,409$254K0.0%+14.7%0.001%
10/6/2025 AssuredPartners Investment Advisors LLC11,227$646K0.1%N/A0.002%
10/6/2025 Venture Visionary Partners LLC175,393$10.09M0.3%+4.8%0.033%
10/3/2025 KFA Private Wealth Group LLC5,275$303K0.1%-11.7%0.001%
10/2/2025 Boyum Wealth Architects LLC4,135$238K0.1%N/A0.001%
10/2/2025 Boyum Wealth Architects LLC4,135$238K0.1%N/A0.001%
10/2/2025 GAMMA Investing LLC2,235$129K0.0%-66.5%0.000%
10/2/2025 Global Wealth Strategies & Associates12,671$729K0.2%-5.8%0.002%
9/26/2025Corient Private Wealth LLC11,761$640K0.0%+29.0%0.002%
9/9/2025NWF Advisory Services Inc.73,559$4.00M0.5%-28.6%0.014%
9/4/2025SevenBridge Financial Group LLC8,433$470K0.1%-18.3%0.002%
9/4/2025Osaic Holdings Inc.3,589,375$195.28M0.3%+10.1%0.687%
9/3/2025American Trust42,492$2.31M0.2%+260.8%0.008%
8/29/2025Centaurus Financial Inc.94,658$5.15M0.3%+16.4%0.018%
8/27/2025Orion Porfolio Solutions LLC252,941$13.76M0.1%+1.3%0.048%
8/26/2025Thrivent Financial for Lutherans6,347$345K0.0%-86.8%0.001%
8/26/2025Claris Financial LLC16,118$877K0.7%N/A0.003%
8/26/2025Nautilus Advisors LLC16,897$919K0.7%-7.3%0.003%
8/25/2025Silverlake Wealth Management LLC20,996$1.14M0.3%+17.4%0.004%
8/25/2025BLVD Private Wealth LLC10,410$566K0.5%N/A0.002%
8/20/2025Coppell Advisory Solutions LLC24,156$1.31M0.2%N/A0.005%
8/19/2025B. Riley Wealth Advisors Inc.16,094$875K0.0%N/A0.003%
8/19/2025Newbridge Financial Services Group Inc.130,145$7.08M1.1%-15.4%0.025%
8/19/2025Advisory Services Network LLC34,613$1.91M0.0%+46.9%0.007%
8/19/2025Asset Dedication LLC743$40K0.0%+119.2%0.000%
8/18/2025Tyler Stone Wealth Management56,925$3.10M0.5%-8.9%0.011%
(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, 871 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. ($1.59B), Bank of America Corp DE ($605.84M), LPL Financial LLC ($561.87M), Wells Fargo & Company MN ($321.12M), Raymond James Financial Inc. ($212.90M), and Ameriprise Financial Inc. ($201.04M).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 838 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. ($18.21M), LPL Financial LLC ($5.54M), International Assets Investment Management LLC ($4.79M), Raymond James Financial Inc. ($3.91M), Bank of America Corp DE ($2.62M), and Ameriprise Financial Inc. ($2.35M).

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

Institutional investors have bought a total of 152,025,024 shares in the last 24 months. This purchase volume represents approximately $8.28B in transactions.

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

Of the 312 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 ($2.07M), Requisite Capital Management LLC ($1.17M), Private Advisor Group LLC ($831.27K), Susquehanna International Group LLP ($566.79K), Teamwork Financial Advisors LLC ($503.94K), and American Trust ($463.99K).

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

Institutional investors have sold a total of 16,852,357 shares in the last 24 months. This volume of shares sold represents approximately $921.92M in transactions.


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This page (NASDAQ:JEPQ) was last updated on 10/16/2025 by MarketBeat.com Staff
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