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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Institutional Ownership

JPMorgan Nasdaq Equity Premium Income ETF logo
$61.26 +0.08 (+0.13%)
Closing price 09/30/2026 04:00 PM Eastern
Extended Trading
$60.90 -0.36 (-0.59%)
As of 05:47 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
709
Total
Institutional Inflows
(last 12 months)
$1.35B
Number of
Institutional Sellers
(last 12 months)
340
Total
Institutional Outflows
(last 12 months)
$805.24M
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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
9/23/2026Envestnet Portfolio Solutions Inc.51,625$3.17M0.0%+12.9%0.007%
9/23/2026Envestnet Asset Management Inc.4,336,966$266.55M0.0%+8.2%0.608%
9/22/2026Innovative Advisory Group LLC14,105$867K0.7%-20.8%0.002%
9/17/2026Wellington Altus USA Inc.7,228$444K0.3%-21.4%0.001%
9/15/2026Cherry Tree Wealth Management LLC17,780$1.09M0.2%+9.7%0.003%
9/9/2026Capstone Financial Advisors Inc.17,935$1.10M0.1%+36.4%0.003%
9/9/2026Van Hulzen Asset Management LLC7,289$448K0.0%+4.9%0.001%
9/9/2026Cahill Financial Advisors Inc.9,140$562K0.1%+2.3%0.001%
9/9/2026IPG Investment Advisors LLC3,675$226K0.0%N/A0.001%
9/9/2026Capital Analysts LLC113,968$7.00M0.2%+3.1%0.017%
9/9/2026Pinnacle Wealth Management Advisory Group LLC74,946$4.61M0.3%-3.5%0.011%
9/9/2026Integrated Wealth Concepts LLC416,331$25.59M0.2%+122.1%0.061%
9/9/2026RFG Advisory LLC60,408$3.71M0.1%-2.0%0.009%
9/9/2026NewEdge Advisors LLC632,916$38.90M0.1%+14.3%0.093%
9/9/2026Pointe Capital Management LLC6,340$390K0.2%-6.3%0.001%
9/9/2026IFP Advisors Inc58,185$3.58M0.1%+4.3%0.009%
9/9/2026Baird Financial Group Inc.688,736$42.33M0.1%+0.1%0.101%
9/9/2026Sterling Investment Advisors Ltd.23,001$1.41M0.2%+9.8%0.003%
9/8/2026Allworth Financial LP1,728,321$106.22M0.5%-16.5%0.253%
9/8/2026Waverly Advisors LLC360,324$22.15M0.1%-14.8%0.053%
8/27/2026Corient Private Wealth LP38,822$2.39M0.0%+118.8%0.006%
8/27/2026Tucker Asset Management LLC63,336$3.89M1.0%+20.2%0.009%
8/23/2026Readystate Asset Management LP7,193$442K0.0%-36.4%0.001%
8/23/2026Ameritas Advisory Services LLC95,380$5.86M0.1%+124.7%0.014%
8/23/2026Kintra Wealth LLC239,153$14.45M0.8%+1.3%0.035%
8/23/2026Endeavor Private Wealth Inc.4,725$290K0.1%N/A0.001%
8/23/2026Members Advisory Group LLC9,147$562K0.2%-93.6%0.001%
8/23/2026Yarger Wealth Strategies LLC18,233$1.10M0.4%+34.1%0.003%
8/23/2026Kraematon Investment Advisors Inc.25,119$1.54M1.2%+1.1%0.004%
8/23/2026HB Wealth Management LLC37,198$2.29M0.0%+51.4%0.005%
8/23/2026Asset Allocation Strategies LLC15,680$964K0.1%+6.1%0.002%
8/23/2026Fortitude Advisory Group L.L.C.3,353$206K0.1%N/A0.000%
8/23/2026Angeles Wealth Management LLC3,648$224K0.0%N/A0.001%
8/23/2026Unique Wealth LLC6,697$412K0.0%N/A0.001%
8/22/2026Compass Financial Management LLC12,919$771K0.1%N/A0.002%
8/22/2026Markowski Investments9,199$565K0.1%N/A0.001%
8/22/2026Strive Financial Group LLC3,467$213K0.1%+66.0%0.001%
8/22/2026Meadowbrook Wealth Management LLC5,814$350K0.4%-4.9%0.001%
8/22/2026Aureum Wealth Management LLC6,471$398K0.2%N/A0.001%
8/22/2026Elevation Wealth Management LLC11,139$685K0.5%-3.0%0.002%
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8/22/2026SMART Wealth LLC6,152$378K0.1%+27.3%0.001%
8/22/2026Comprehensive Financial Planning Inc. PA15,845$974K0.5%-8.4%0.002%
8/22/2026Investor s Fiduciary Advisor Network LLC27,311$1.68M0.6%-24.6%0.004%
8/22/2026NWF Advisory Services Inc.98,165$6.03M0.6%+8.4%0.014%
8/22/2026TD Waterhouse Canada Inc.4,858$292K0.0%+4.3%0.001%
8/22/2026Concurrent Investment Advisors LLC156,440$9.62M0.1%+46.9%0.023%
8/22/2026Burford Brothers Inc.3,587$220K0.1%N/A0.001%
8/21/2026High Net Worth Advisory Group LLC112,136$6.89M1.5%-2.8%0.016%
8/21/2026KFG Wealth Management LLC94,423$5.80M0.7%+13.8%0.014%
8/21/2026Smallwood Wealth Investment Management LLC40,644$2.50M1.1%+3.8%0.006%
8/21/2026Round Rock Advisors LLC17,915$1.10M0.1%-1.5%0.003%
8/21/2026Coppell Advisory Solutions LLC46,653$2.87M0.5%N/A0.007%
8/21/2026MBA Advisors LLC25,344$1.56M0.5%+2.7%0.004%
8/21/2026Beacon Financial Advisory LLC202,252$12.43M2.5%+3.0%0.030%
8/21/2026Requisite Capital Management LLC3,424$210K0.0%N/A0.001%
8/21/2026Triumph Capital Management38,878$2.39M0.4%+4.7%0.006%
8/20/2026Nwam LLC7,687$472K0.0%+72.9%0.001%
8/20/2026Gill Capital Partners LLC43,195$2.66M0.7%-1.1%0.006%
8/20/2026Orgel Wealth Management LLC16,113$990K0.0%+61.2%0.002%
8/20/2026Strategic Advisors LLC13,972$859K0.2%+1.7%0.002%
8/20/2026M Holdings Securities Inc.50,022$3.02M0.4%+4.3%0.007%
8/20/2026RPg Family Wealth Advisory LLC67,514$4.15M0.7%-2.2%0.010%
8/20/2026Headlands Technologies LLC93,776$5.76M0.6%+187.6%0.014%
8/13/2026Capital Square LLC3,920$237K0.1%N/A0.001%
8/12/2026Compass Financial Management LLC12,919$771K0.1%N/A0.002%
7/18/20264WEALTH Advisors Inc.53,652$3.26M2.5%+1.0%0.008%
7/18/2026Sulzberger Capital Advisors Inc.46,754$2.87M2.8%+10.1%0.007%
7/17/2026Madrona Financial Services LLC4,674$287K0.1%N/A0.001%
7/17/2026Great Diamond Partners LLC16,721$1.03M0.2%+1.2%0.003%
7/17/2026BCS Wealth Management4,266$262K0.0%-4.0%0.001%
7/17/2026Strategic Planning Group LLC2,273$224K0.0%N/A0.000%
7/17/2026Seelaus Asset Management LLC4,445$273K0.2%-4.3%0.001%
7/17/2026Integrated Financial Solutions Inc.9,150$562K0.3%N/A0.001%
7/16/2026PMG Family Office LLC50,464$3.10M2.9%+1.4%0.008%
7/16/2026James Reed Financial Services Inc.424,120$26.07M19.9%+0.7%0.064%
7/16/2026Beacon Financial Group17,534$1.08M0.1%+124.7%0.003%
7/16/2026Highline Wealth Partners LLC2,884$177K0.0%+429.2%0.000%
7/16/2026Sherry Group Inc.3,500$212K0.2%N/A0.001%
7/16/2026Montecito Bank & Trust6,150$378K0.1%-4.7%0.001%
7/16/2026Syntegra Private Wealth Group LLC11,475$705K0.1%+8.4%0.002%
7/15/2026Fifth Third Securities Inc.7,134$438K0.0%N/A0.001%
7/15/2026Spire Wealth Management159,768$9.82M0.3%+13.6%0.024%
7/15/2026Brookstone Capital Management133,863$8.23M0.1%+10.5%0.020%
7/14/2026Investment Advisory Services Inc. TX ADV47,238$2.90M0.8%-3.1%0.007%
7/14/2026Significant Wealth Partners LLC45,672$2.81M3.0%+28.9%0.007%
7/14/2026Adams Asset Advisors LLC1,408,060$86.54M9.8%+29.5%0.211%
7/13/2026Southland Equity Partners LLC13,355$821K0.1%+30.5%0.002%
7/13/2026Orgel Wealth Management LLC16,113$990K0.0%+61.2%0.002%
7/10/2026Annex Advisory Services LLC4,031$248K0.0%-73.5%0.001%
7/10/2026JFS Wealth Advisors LLC2,773$170K0.0%N/A0.000%
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7/10/2026Clarus Wealth Advisors7,923$471K0.2%N/A0.001%
7/10/2026KMG Fiduciary Partners LLC32,861$2.02M0.2%-17.3%0.005%
7/10/2026Redhawk Wealth Advisors Inc.7,648$470K0.0%-5.3%0.001%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors28,187$1.73M0.2%+10.4%0.004%
7/10/2026Community Financial Services Group LLC3,150$190K0.0%+1,475.0%0.000%
7/10/2026Wealthcare Advisory Partners LLC132,470$8.14M0.2%+3.4%0.020%
7/9/2026Key Client Fiduciary Advisors LLC15,528$954K0.3%+1.4%0.002%
7/9/2026Centurion Wealth Management LLC221,476$13.61M3.3%-16.7%0.033%
7/9/2026Bay Rivers Group4,951$304K0.1%+14.8%0.001%
7/9/2026Finivi Inc.18,905$1.16M0.6%-7.2%0.003%


JEPQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,052 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), Envestnet Asset Management Inc. ($266.55M), and Royal Bank of Canada ($255.75M).Learn more on JPMorgan Nasdaq Equity Premium Income ETF's institutional investors.

Of the 1,006 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), Bank of America Corp DE ($4.40M), LPL Financial LLC ($4.22M), Raymond James Financial Inc. ($3.94M), Ameriprise Financial Inc. ($3.09M), and International Assets Investment Management LLC ($3.07M).

Institutional investors have bought a total of 23,493,316 shares in the last 24 months. This purchase volume represents approximately $1.35B in transactions.

Of the 340 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), 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), UBS Group AG ($372.83K), and Allworth Financial LP ($341.47K).

Institutional investors have sold a total of 13,904,186 shares in the last 24 months. This volume of shares sold represents approximately $805.24M in transactions.


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Institutional ownership data for NASDAQ:JEPQ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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