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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Institutional Ownership

JPMorgan Nasdaq Equity Premium Income ETF logo
$60.51 +0.27 (+0.45%)
As of 07/10/2026 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

Number of
Institutional Buyers
(last 12 months)
780
Total
Institutional Inflows
(last 12 months)
$2.16B
Number of
Institutional Sellers
(last 12 months)
385
Total
Institutional Outflows
(last 12 months)
$960.65M
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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
7/10/2026 Annex Advisory Services LLC4,031$248K0.0%-73.5%0.001%
7/10/2026 JFS Wealth Advisors LLC2,773$170K0.0%N/A0.000%
7/10/2026 Clarus Wealth Advisors7,923$471K0.2%N/A0.001%
7/10/2026 KMG Fiduciary Partners LLC32,861$2.02M0.2%-17.3%0.005%
7/10/2026 Redhawk Wealth Advisors Inc.7,648$470K0.0%-5.3%0.001%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors28,187$1.73M0.2%+10.4%0.004%
7/10/2026 Community Financial Services Group LLC3,150$190K0.0%+1,475.0%0.000%
7/10/2026 Wealthcare Advisory Partners LLC132,470$8.14M0.2%+3.4%0.020%
7/9/2026 Key Client Fiduciary Advisors LLC15,528$954K0.3%+1.4%0.002%
7/9/2026 Centurion Wealth Management LLC221,476$13.61M3.3%-16.7%0.033%
7/9/2026 Bay Rivers Group4,951$304K0.1%+14.8%0.001%
7/9/2026 Finivi Inc.18,905$1.16M0.6%-7.2%0.003%
7/9/2026 Friday Financial3,505$208K0.1%-5.9%0.001%
7/9/2026 Focus Financial Network Inc.19,044$1.17M0.0%+115.9%0.003%
7/9/2026 Allied Private Wealth LLC8,892$529K0.3%N/A0.001%
7/9/2026 Herbst Group LLC41,110$2.53M1.4%+7.2%0.006%
7/9/2026 Tactive Advisors LLC20,080$1.23M0.3%+1.0%0.003%
7/9/2026 Ehrlich Financial Group10,329$635K0.3%-13.5%0.002%
7/9/2026 Adamsbrown Wealth Consultants LLC3,508$216K0.0%N/A0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.254,749$15.66M0.4%+4.3%0.038%
7/9/2026 Valeo Financial Advisors LLC3,267$201K0.0%N/A0.000%
7/9/2026 Private Wealth Group LLC4,360$268K0.1%-3.9%0.001%
7/8/2026 MRA Advisory Group3,473$213K0.1%N/A0.001%
7/8/2026 Foresight Capital Management Advisors Inc.117,181$7.20M3.5%+2.1%0.018%
7/8/2026 First Heartland Consultants Inc.7,235$445K0.0%+71.6%0.001%
7/8/2026 Teamwork Financial Advisors LLC22,470$1.38M0.1%+2.3%0.003%
7/8/2026 TrueWealth Advisors LLC43,088$2.65M0.6%-1.1%0.006%
7/8/2026 LifeGoal Investments LLC3,319$204K0.1%N/A0.000%
7/8/2026 Cooper Financial Group17,338$1.07M0.1%-3.5%0.003%
7/8/2026 Elmwood Wealth Management Inc.16,724$1.03M0.3%N/A0.003%
7/8/2026 Apella Capital LLC80,157$4.76M0.1%+2.2%0.012%
7/8/2026 Chapin Davis Inc.32,869$2.02M0.4%+2.3%0.005%
7/7/2026 Mechanics Bank Trust Department154,254$9.48M1.2%+7.9%0.023%
7/7/2026 M.E. Allison & CO. Inc.59,114$3.63M2.1%+7.0%0.009%
7/7/2026 Dynamic Advisor Solutions LLC106,236$6.53M0.2%-1.9%0.016%
7/7/2026 GAMMA Investing LLC3,857$237K0.0%+76.9%0.001%
7/7/2026 Grant Private Wealth Management Inc17,108$1.05M0.4%+25.5%0.003%
7/7/2026 Avior Wealth Management LLC248,290$15.26M0.4%+47.4%0.037%
7/7/2026 Harbor Investment Advisory LLC14,970$920K0.1%+14.0%0.002%
7/7/2026 Prota Financial LLC200,297$12.06M7.9%-0.3%0.030%
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7/7/2026 CoreCap Advisors LLC1,695$104K0.0%+25.1%0.000%
7/7/2026 Howard Financial Services LTD.12,105$744K0.1%-3.0%0.002%
7/6/2026 Stonebridge Financial Group LLC15,663$963K0.1%-2.1%0.002%
7/6/2026 Private Client Services LLC26,725$1.64M0.4%+71.7%0.004%
7/6/2026 Meadowbrook Wealth Management LLC5,814$350K0.4%-4.9%0.001%
7/1/2026 Global Wealth Strategies & Associates11,252$692K0.1%+7.6%0.002%
6/23/2026MTM Financial Group LLC127,568$7.08M3.3%+7.1%0.020%
6/16/2026 PVG Asset Management Corp280,457$17.16M12.1%+444.9%0.044%
6/12/2026S&A Financial Services Inc.64,641$3.59M2.5%N/A0.010%
6/10/2026FAS Wealth Partners Inc.79,708$4.43M0.3%+3.0%0.013%
6/8/2026Pine Valley Investments Ltd Liability Co86,849$4.82M0.2%-63.1%0.014%
6/3/2026Parallel Advisors LLC14,519$806K0.0%-29.4%0.002%
6/3/2026NewEdge Advisors LLC553,800$30.75M0.1%+8.3%0.088%
6/1/2026Caerus Investment Advisors LLC140,755$7.82M3.3%+28.8%0.022%
6/1/2026Foguth Wealth Management LLC.9,085$556K0.1%-90.4%0.001%
6/1/2026Concorde Asset Management LLC6,414$356K0.2%-35.0%0.001%
5/28/2026Cozad Asset Management Inc.21,170$1.18M0.1%+23.7%0.003%
5/27/2026Allen Capital Group LLC9,765$542K0.0%+6.8%0.002%
5/22/2026WNY Asset Management LLC54,846$3.05M0.3%N/A0.009%
5/22/2026Wellington Grp LLC5,209$289K0.1%+923.4%0.001%
5/22/2026Verus Capital Partners LLC13,271$737K0.1%-3.1%0.002%
5/20/2026SOA Wealth Advisors LLC.1,678$93K0.0%N/A0.000%
5/19/2026Western Wealth Management LLC50,427$2.80M0.1%+119.6%0.008%
5/19/2026Mascagni Wealth Management Inc.6,529$362K0.3%-15.9%0.001%
5/19/2026 Sonoma Allocations LLC5,591$312K0.1%-6.7%0.001%
5/19/2026NewEdge Advisors LLC476,629$26.46M0.5%-6.8%0.075%
5/19/2026Bank of America Corp DE13,877,688$770.49M0.1%+8.9%2.194%
5/19/2026Strait & Sound Wealth Management LLC6,030$335K0.1%+6.4%0.001%
5/19/2026Centaurus Financial Inc.100,731$5.59M0.3%-2.8%0.016%
5/19/2026Bull Harbor Capital LLC21,717$1.21M0.3%N/A0.003%
5/19/2026Arkadios Wealth Advisors158,972$8.83M0.1%+71.1%0.025%
5/18/2026Sunbelt Securities Inc.16,900$938K0.1%-11.0%0.003%
5/18/2026EverSource Wealth Advisors LLC1,597$89K0.0%-17.9%0.000%
5/18/2026Empire Financial Management Company LLC65,345$3.63M0.8%-4.7%0.010%
5/18/2026Readystate Asset Management LP11,306$628K0.0%N/A0.002%
5/18/2026Royal Bank of Canada4,606,395$255.75M0.0%+12.7%0.728%
5/16/2026Glen Eagle Advisors LLC1,555$86K0.0%-45.8%0.000%
5/16/2026Quantinno Capital Management LP38,282$2.13M0.0%-5.6%0.006%
5/15/2026Gateway Wealth Partners LLC147,630$8.20M0.3%+172.1%0.023%
5/15/2026Wealth Watch Advisors INC11,464$636K0.3%N/A0.002%
5/15/2026Bradley Foster & Sargent Inc. CT14,370$798K0.0%-7.5%0.002%
5/15/2026Waverly Advisors LLC423,145$23.49M0.2%+46.3%0.067%
5/15/2026Boreal Capital Management LLC24,032$1.33M1.3%-33.6%0.004%
5/14/2026Renaissance Technologies LLC102,614$5.70M0.0%N/A0.016%
5/14/2026Hilltop Holdings Inc.8,470$470K0.0%+3.9%0.001%
5/14/2026GC Wealth Management RIA LLC17,055$947K0.0%-73.9%0.003%
5/14/2026Lido Advisors LLC33,434$1.86M0.0%-3.7%0.005%
5/13/2026Cetera Investment Advisers3,035,644$168.54M0.2%+7.2%0.480%
5/13/2026Wealthspire Retirement LLC9,825$546K0.0%+3.9%0.002%
5/13/2026Dynamic Wealth Strategies LLC974$54K0.0%N/A0.000%
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5/13/2026Signature Equity Partners LLC10,827$601K0.3%+7.1%0.002%
5/13/2026NewEdge Wealth LLC19,696$1.09M0.0%+17.0%0.003%
5/8/2026Pacific Sun Financial Corp5,503$306K0.1%N/A0.001%
5/8/2026PNC Financial Services Group Inc.522,729$29.02M0.0%+47.8%0.083%
5/8/2026JSF Financial LLC13,550$752K0.1%-47.3%0.002%
5/7/2026Florida Financial Advisors LLC16,789$932K0.2%-12.5%0.003%
5/7/2026Hamel Associates Inc.5,727$318K0.1%+28.2%0.001%
5/7/2026 Balefire LLC5,249$291K0.1%+13.2%0.001%
5/7/2026Parallel Advisors LLC14,519$806K0.0%-29.4%0.002%
5/7/2026Decker Wealth Management LLC32,778$1.82M0.4%N/A0.005%


JEPQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,049 institutional investors and hedge funds held shares of JPMorgan Nasdaq Equity Premium Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.38B), Morgan Stanley ($1.31B), LPL Financial LLC ($865.03M), Bank of America Corp DE ($770.49M), Wells Fargo & Company MN ($476.32M), Royal Bank of Canada ($255.75M), and Ameriprise Financial Inc. ($255.42M).Learn more on JPMorgan Nasdaq Equity Premium Income ETF's institutional investors.

Of the 1,010 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. ($12.74M), LPL Financial LLC ($5.24M), Bank of America Corp DE ($4.40M), Raymond James Financial Inc. ($3.94M), Ameriprise Financial Inc. ($3.09M), and International Assets Investment Management LLC ($3.08M).

Institutional investors have bought a total of 38,434,130 shares in the last 24 months. This purchase volume represents approximately $2.16B in transactions.

Of the 385 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: JPMorgan Chase & Co. ($5.49M), Requisite Capital Management LLC ($1.16M), RiverFront Investment Group LLC ($669.05K), Wealth Enhancement Advisory Services LLC ($600.18K), Hilltop Wealth Advisors LLC ($449.20K), Teamwork Financial Advisors LLC ($425.67K), and Apollon Wealth Management LLC ($400.89K).

Institutional investors have sold a total of 16,835,131 shares in the last 24 months. This volume of shares sold represents approximately $960.65M in transactions.


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This page (NASDAQ:JEPQ) was last updated on 7/11/2026 by MarketBeat.com Staff.
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