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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Institutional Ownership

JPMorgan Nasdaq Equity Premium Income ETF logo
$55.08 +0.06 (+0.11%)
Closing price 04:00 PM Eastern
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$55.18 +0.10 (+0.18%)
As of 07:59 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)
704
Total
Institutional Inflows
(last 12 months)
$7.82B
Number of
Institutional Sellers
(last 12 months)
272
Total
Institutional Outflows
(last 12 months)
$819.29M
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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
7/25/2025Sovereign Financial Group Inc.3,970$216K0.0%N/A0.001%
7/25/2025Tranquility Partners LLC4,122$224K0.1%-5.7%0.001%
7/25/2025Concurrent Investment Advisors LLC73,713$4.01M0.1%+73.5%0.014%
7/25/2025Johnson Investment Counsel Inc.15,340$834K0.0%-30.8%0.003%
7/25/2025Apollon Wealth Management LLC774,032$42.11M0.8%-23.6%0.150%
7/25/2025Avion Wealth6,623$342K0.1%+6,523.0%0.001%
7/24/2025Comprehensive Money Management Services LLC4,490$244K0.2%N/A0.001%
7/24/2025KFA Private Wealth Group LLC5,975$325K0.1%+41.1%0.001%
7/24/2025PDS Planning Inc40,197$2.19M0.2%+2.0%0.008%
7/24/2025Blue Trust Inc.1,400$76K0.0%+41.8%0.000%
7/24/2025Robertson Stephens Wealth Management LLC50,650$2.76M0.1%-16.9%0.010%
7/24/2025Costello Asset Management INC5,078$276K0.1%-11.7%0.001%
7/24/2025Galvin Gaustad & Stein LLC10,500$571K0.0%-40.0%0.002%
7/24/2025Etesian Wealth Advisors Inc.24,164$1.32M0.5%+39.6%0.005%
7/24/2025Ulland Investment Advisors LLC91,372$4.97M3.8%+19.8%0.018%
7/24/2025Coordinated Financial Services Inc.17,617$958K0.7%N/A0.003%
7/24/2025Stonebridge Financial Group LLC15,923$866K0.1%-2.7%0.003%
7/24/2025IFP Advisors Inc34,089$1.86M0.1%+26.3%0.007%
7/24/2025Blair William & Co. IL104,435$5.68M0.0%-5.9%0.020%
7/24/2025Lokken Investment Group LLC4,562$248K0.1%-10.6%0.001%
7/24/2025US Bancorp DE25,943$1.41M0.0%-8.9%0.005%
7/23/2025 Morey & Quinn Wealth Partners LLC3,840$209K0.2%N/A0.001%
7/23/2025 Clear Creek Financial Management LLC13,464$732K0.1%+4.3%0.003%
7/23/2025 Ignite Planners LLC89,039$4.87M0.7%-1.5%0.017%
7/23/2025 Fortis Advisors LLC6,966$379K0.2%+3.5%0.001%
7/23/2025 Castle Rock Wealth Management LLC9,948$547K0.1%-5.7%0.002%
7/23/2025 Valmark Advisers Inc.18,187$989K0.0%-3.0%0.004%
7/23/2025 Matisse Capital4,200$228K0.1%N/A0.001%
7/23/2025 Secured Retirement Advisors LLC32,950$1.79M1.1%-2.2%0.006%
7/23/2025 Abel Hall LLC17,100$930K0.4%N/A0.003%
7/23/2025 BankPlus Trust Department5,692$310K0.1%+17.7%0.001%
7/23/2025 Kingswood Wealth Advisors LLC88,447$4.81M0.4%-4.3%0.017%
7/23/2025 Tyche Wealth Partners LLC7,548$411K0.1%+83.5%0.001%
7/23/2025 Foresight Capital Management Advisors Inc.107,707$5.86M3.4%+10.3%0.021%
7/23/2025 Tcfg Wealth Management LLC16,100$876K0.4%N/A0.003%
7/23/2025 MADDEN SECURITIES Corp377,556$20.54M6.9%+1.2%0.073%
7/23/2025 Country Club Bank13,322$723K0.0%+57.4%0.003%
7/23/2025 SteelPeak Wealth LLC41,628$2.27M0.1%+3.0%0.008%
7/23/2025 Prime Capital Investment Advisors LLC323,218$17.58M0.2%-12.0%0.063%
7/22/2025 Capital Advisors Inc. OK956,848$52.05M0.9%+2.3%0.186%
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7/22/2025 Belpointe Asset Management LLC98,599$5.36M0.2%+18.0%0.019%
7/22/2025 Confluence Wealth Services Inc.31,178$1.70M0.1%+5.3%0.006%
7/22/2025 Appleton Partners Inc. MA6,040$329K0.0%+28.1%0.001%
7/22/2025 Chung Wu Investment Group LLC38,986$2.12M2.2%-5.2%0.008%
7/22/2025 DAVENPORT & Co LLC60,924$3.31M0.0%-8.6%0.012%
7/22/2025 Global Assets Advisory LLC38,860$2.09M0.8%-58.6%0.008%
7/22/2025 JSF Financial LLC13,616$741K0.2%-12.2%0.003%
7/22/2025 Innovative Wealth Building LLC15,536$845K0.7%+24.7%0.003%
7/22/2025 IVC Wealth Advisors LLC118,255$6.43M3.1%+17.3%0.023%
7/22/2025 Beacon Financial Advisory LLC186,009$10.12M2.6%+4.5%0.036%
7/22/2025 Mascoma Wealth Management LLC1,525$83K0.0%+134.6%0.000%
7/22/2025 Brown Miller Wealth Management LLC18,647$1.01M0.3%+4.8%0.004%
7/22/2025 MBL Wealth LLC154,849$8.42M0.8%-31.2%0.030%
7/22/2025 Wealthcare Advisory Partners LLC120,495$6.56M0.1%+15.5%0.023%
7/22/2025 Ergawealth Advisors Inc.91,530$4.98M2.2%+7.9%0.018%
7/22/2025 Berger Financial Group Inc3,908$213K0.0%-12.0%0.001%
7/22/2025 Apexium Financial LP174,161$9.47M0.5%+45.8%0.034%
7/21/2025 Future Financial Wealth Managment LLC12,039$655K0.4%+2,307.8%0.002%
7/21/2025 Ameriflex Group Inc.7,621$413K0.2%-42.5%0.001%
7/21/2025 Montz Harcus Wealth Management LLC4,842$263K0.1%N/A0.001%
7/21/2025 Consilium Wealth Advisory LLC16,232$883K0.4%+1.6%0.003%
7/21/2025 Ameritas Advisory Services LLC41,928$2.28M0.1%-53.4%0.008%
7/21/2025 HighMark Wealth Management LLC4,086$222K0.1%+123.9%0.001%
7/21/2025 Ashton Thomas Securities LLC12,516$681K0.2%+44.9%0.002%
7/21/2025 Ping Capital Management Inc.21,700$1.18M0.3%N/A0.004%
7/21/2025 Trinity Legacy Partners LLC93,962$5.13M1.2%+4.9%0.018%
7/21/2025 Investment Planning Advisors Inc.25,409$1.38M0.5%-25.9%0.005%
7/21/2025 Patriot 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%
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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%
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%
(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, 822 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 795 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 143,539,253 shares in the last 24 months. This purchase volume represents approximately $7.82B in transactions.

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

Of the 274 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), 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 15,339,279 shares in the last 24 months. This volume of shares sold represents approximately $837.29M in transactions.



This page (NASDAQ:JEPQ) was last updated on 7/25/2025 by MarketBeat.com Staff
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