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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Institutional Ownership

JPMorgan Nasdaq Equity Premium Income ETF logo
$61.21 +0.84 (+1.39%)
As of 10:16 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)
774
Total
Institutional Inflows
(last 12 months)
$6.84B
Number of
Institutional Sellers
(last 12 months)
381
Total
Institutional Outflows
(last 12 months)
$966.56M
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Skip Chart & View Institutional Buying and Selling Data

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
6/16/2026 PVG Asset Management Corp280,457$17.16M12.1%+444.9%0.044%
6/12/2026 S&A Financial Services Inc.64,641$3.59M2.5%N/A0.010%
6/10/2026 FAS Wealth Partners Inc.79,708$4.43M0.3%+3.0%0.013%
6/8/2026 Pine Valley Investments Ltd Liability Co86,849$4.82M0.2%-63.1%0.014%
6/3/2026 Parallel Advisors LLC14,519$806K0.0%-29.4%0.002%
6/3/2026 NewEdge Advisors LLC553,800$30.75M0.1%+8.3%0.088%
6/1/2026 Caerus Investment Advisors LLC140,755$7.82M3.3%+28.8%0.022%
6/1/2026 Foguth Wealth Management LLC.9,085$556K0.1%-90.4%0.001%
6/1/2026 Concorde Asset Management LLC6,414$356K0.2%-35.0%0.001%
5/28/2026 Cozad Asset Management Inc.21,170$1.18M0.1%+23.7%0.003%
5/27/2026 Allen Capital Group LLC9,765$542K0.0%+6.8%0.002%
5/22/2026 WNY Asset Management LLC54,846$3.05M0.3%N/A0.009%
5/22/2026 Wellington Grp LLC5,209$289K0.1%+923.4%0.001%
5/22/2026 Verus Capital Partners LLC13,271$737K0.1%-3.1%0.002%
5/20/2026 SOA Wealth Advisors LLC.1,678$93K0.0%N/A0.000%
5/19/2026 Western Wealth Management LLC50,427$2.80M0.1%+119.6%0.008%
5/19/2026 Mascagni Wealth Management Inc.6,529$362K0.3%-15.9%0.001%
5/19/2026 Sonoma Allocations LLC5,591$312K0.1%-6.7%0.001%
5/19/2026 NewEdge Advisors LLC476,629$26.46M0.5%-6.8%0.075%
5/19/2026 Bank of America Corp DE13,877,688$770.49M0.1%+8.9%2.194%
5/19/2026 Strait & Sound Wealth Management LLC6,030$335K0.1%+6.4%0.001%
5/19/2026 Centaurus Financial Inc.100,731$5.59M0.3%-2.8%0.016%
5/19/2026 Bull Harbor Capital LLC21,717$1.21M0.3%N/A0.003%
5/19/2026 Arkadios Wealth Advisors158,972$8.83M0.1%+71.1%0.025%
5/18/2026 Sunbelt Securities Inc.16,900$938K0.1%-11.0%0.003%
5/18/2026 EverSource Wealth Advisors LLC1,597$89K0.0%-17.9%0.000%
5/18/2026 Empire Financial Management Company LLC65,345$3.63M0.8%-4.7%0.010%
5/18/2026 Readystate Asset Management LP11,306$628K0.0%N/A0.002%
5/18/2026 Royal Bank of Canada4,606,395$255.75M0.0%+12.7%0.728%
5/16/2026 Glen Eagle Advisors LLC1,555$86K0.0%-45.8%0.000%
5/16/2026 Quantinno Capital Management LP38,282$2.13M0.0%-5.6%0.006%
5/15/2026 Gateway Wealth Partners LLC147,630$8.20M0.3%+172.1%0.023%
5/15/2026 Wealth Watch Advisors INC11,464$636K0.3%N/A0.002%
5/15/2026 Bradley Foster & Sargent Inc. CT14,370$798K0.0%-7.5%0.002%
5/15/2026 Waverly Advisors LLC423,145$23.49M0.2%+46.3%0.067%
5/15/2026 Boreal Capital Management LLC24,032$1.33M1.3%-33.6%0.004%
5/14/2026 Renaissance Technologies LLC102,614$5.70M0.0%N/A0.016%
5/14/2026 Hilltop Holdings Inc.8,470$470K0.0%+3.9%0.001%
5/14/2026 GC Wealth Management RIA LLC17,055$947K0.0%-73.9%0.003%
5/14/2026 Lido Advisors LLC33,434$1.86M0.0%-3.7%0.005%
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5/13/2026 Cetera Investment Advisers3,035,644$168.54M0.2%+7.2%0.480%
5/13/2026 Wealthspire Retirement LLC9,825$546K0.0%+3.9%0.002%
5/13/2026 Dynamic Wealth Strategies LLC974$54K0.0%N/A0.000%
5/13/2026 Signature Equity Partners LLC10,827$601K0.3%+7.1%0.002%
5/13/2026 NewEdge Wealth LLC19,696$1.09M0.0%+17.0%0.003%
5/8/2026 Pacific Sun Financial Corp5,503$306K0.1%N/A0.001%
5/8/2026 PNC Financial Services Group Inc.522,729$29.02M0.0%+47.8%0.083%
5/8/2026 JSF Financial LLC13,550$752K0.1%-47.3%0.002%
5/7/2026 Florida Financial Advisors LLC16,789$932K0.2%-12.5%0.003%
5/7/2026 Hamel Associates Inc.5,727$318K0.1%+28.2%0.001%
5/7/2026 Balefire LLC5,249$291K0.1%+13.2%0.001%
5/7/2026 Parallel Advisors LLC14,519$806K0.0%-29.4%0.002%
5/7/2026 Decker Wealth Management LLC32,778$1.82M0.4%N/A0.005%
5/7/2026 Paradigm Strategies in Wealth Management LLC25,526$1.42M1.0%+57.5%0.004%
5/7/2026 WealthTrust Asset Management LLC4,511$250K0.1%N/A0.001%
5/7/2026 Crescent Grove Advisors LLC44,439$2.47M0.2%N/A0.007%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC1,447$80K0.0%+634.5%0.000%
5/6/2026 Frontier Asset Management LLC26,980$1.50M0.3%+8.5%0.004%
5/6/2026 Simon Quick Advisors LLC3,891$216K0.0%N/A0.001%
5/6/2026 Aire Advisors LLC3,945$219K0.0%N/A0.001%
5/6/2026 Assetmark Inc.128,077$7.11M0.0%+19.2%0.020%
5/6/2026 Main Street Group LTD660$37K0.0%N/A0.000%
5/6/2026 Clearstead Trust LLC6,338$352K0.1%+8.6%0.001%
5/6/2026 Bauman Advisory Group LLC5,835$324K0.2%-71.9%0.001%
5/6/2026 SteelPeak Wealth LLC15,458$858K0.0%+26.7%0.002%
5/6/2026 Oder Investment Management LLC9,581$532K0.4%N/A0.002%
5/6/2026 Independent Financial Group LLC197,178$10.95M0.3%N/A0.031%
5/6/2026 Helium Advisors LLC20,863$1.16M1.1%+31.1%0.003%
5/5/2026 Wealthfront Advisers LLC332,015$18.43M0.0%+13.2%0.052%
5/5/2026 D.A. Davidson & CO.124,994$6.94M0.0%+11.2%0.020%
5/5/2026 Members Advisory Group LLC142,807$7.93M2.7%-0.2%0.023%
5/5/2026 Bank of New York Mellon Corp78,845$4.38M0.0%+50.7%0.012%
5/5/2026 Geneos Wealth Management Inc.128,343$7.13M0.2%+21.2%0.020%
5/5/2026 NFSG Corp118,016$6.55M1.1%-1.6%0.019%
5/5/2026 SouthState Bank Corp5,073$282K0.0%N/A0.001%
5/5/2026 Sanctuary Advisors LLC81,275$4.51M0.0%-1.8%0.013%
5/5/2026 Sterling Investment Advisors Ltd.20,956$1.16M0.2%-3.0%0.003%
5/5/2026 Sigma Planning Corp74,559$4.14M0.1%+8.7%0.012%
5/5/2026 Cornerstone Advisory LLC387,617$21.52M2.0%+0.5%0.061%
5/5/2026 Mosaic Advisors LLC6,371$376K0.5%N/A0.001%
5/5/2026 Nwam LLC4,446$247K0.0%N/A0.001%
5/5/2026 Flynn Zito Capital Management LLC51,421$2.86M0.9%-3.0%0.008%
5/5/2026 Fortress Financial Solutions LLC58,572$3.25M3.4%+11.2%0.009%
5/4/2026 Retirement Planning Group LLC16,351$908K0.0%N/A0.003%
5/4/2026 HBW Advisory Services LLC63,899$3.55M0.4%+5.1%0.010%
5/4/2026 NWF Advisory Services Inc.90,560$5.03M0.6%+1.2%0.014%
5/4/2026 Chicago Partners Investment Group LLC113,119$6.66M0.1%+7.7%0.018%
5/4/2026 Hibernia Wealth Partners LLC91,310$5.07M1.5%+8.7%0.014%
5/4/2026 Procyon Advisors LLC21,385$1.19M0.0%+2.4%0.003%
5/2/2026 CAP Partners LLC13,161$731K0.4%+2.5%0.002%
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5/2/2026 International Assets Investment Management LLC99,067$5.50M0.1%+16.3%0.016%
5/2/2026 Diversify Wealth Management LLC32,317$1.91M0.0%+72.1%0.005%
5/2/2026 Valmark Advisers Inc.46,259$2.57M0.0%+17.1%0.007%
5/2/2026 Gables Capital Management Inc.7,525$418K0.2%+53.6%0.001%
5/1/2026 Citizens Financial Group Inc. RI119,047$6.61M0.1%+99.4%0.019%
5/1/2026 Midwest Trust Co52,483$2.91M0.0%+184.0%0.008%
5/1/2026 Fifth Third Bancorp157,314$8.73M0.0%+4,254.1%0.025%
5/1/2026 American Trust42,751$2.37M0.2%-0.6%0.007%
5/1/2026 WealthShield Partners LLC7,917$440K0.0%+26.6%0.001%
5/1/2026 Triton Wealth Management PLLC7,824$436K0.2%+4.1%0.001%


JEPQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,039 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 1,002 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 124,607,690 shares in the last 24 months. This purchase volume represents approximately $6.84B in transactions.

Of the 381 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 ($608.08K), Teamwork Financial Advisors LLC ($533.07K), Hilltop Wealth Advisors LLC ($449.20K), and Apollon Wealth Management LLC ($400.89K).

Institutional investors have sold a total of 16,952,915 shares in the last 24 months. This volume of shares sold represents approximately $966.56M in transactions.


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This page (NASDAQ:JEPQ) was last updated on 6/18/2026 by MarketBeat.com Staff.
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