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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Institutional Ownership

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$52.66
+0.72 (+1.39%)
(As of 04/26/2024 ET)
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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)
363
Total
Institutional Inflows
(last 12 months)
$1.84B
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$172.26M
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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
4/27/2024Members Advisory Group LLC8,594$466K0.3%N/A0.004%
4/26/2024Pinnacle Associates Ltd.24,056$1.31M0.0%+12.8%0.010%
4/26/2024MBA Advisors LLC27,263$1.48M0.8%+4.2%0.012%
4/26/2024Bellevue Asset Management LLC38,822$2.11M1.2%+10.9%0.017%
4/26/2024Carr Financial Group Corp41,506$2.25M0.7%+738.8%0.018%
4/26/2024Tritonpoint Wealth LLC8,575$465K0.0%+56.3%0.004%
4/25/2024Fielder Capital Group LLC5,000$271K0.1%N/A0.002%
4/25/2024Capital Investment Advisory Services LLC26,175$1.42M0.2%+7.5%0.011%
4/25/2024 Cambridge Investment Research Advisors Inc.250,400$13.58M0.1%+27.1%0.109%
4/24/2024 Krilogy Financial LLC13,209$716K0.1%N/A0.006%
4/24/2024 Newbridge Financial Services Group Inc.21,781$1.18M0.5%+536.1%0.009%
4/24/2024 Round Rock Advisors LLC15,818$858K0.2%-3.3%0.007%
4/24/2024 Smith Anglin Financial LLC6,149$334K0.0%N/A0.003%
4/24/2024 Childress Capital Advisors LLC137,884$7.48M2.2%+12.0%0.060%
4/24/2024 Essex Financial Services Inc.10,264$557K0.1%+63.9%0.004%
4/23/2024 Bfsg LLC3,800$206K0.0%+18.8%0.002%
4/23/2024 Milestone Asset Management LLC61,915$3.36M1.0%N/A0.027%
4/23/2024 Global Retirement Partners LLC19,082$1.04M0.0%+7.1%0.008%
4/23/2024 Mason & Associates Inc32,319$1.75M0.5%+110.5%0.014%
4/23/2024 Canvas Wealth Advisors LLC5,120$267K0.1%N/A0.002%
4/23/2024 Masso Torrence Wealth Management Inc.54,825$2.97M1.8%+10.1%0.024%
4/23/2024 Nations Financial Group Inc. IA ADV37,053$2.01M0.2%+8.2%0.016%
4/23/2024 TrueWealth Advisors LLC26,018$1.41M0.5%+10.2%0.012%
4/23/2024 Principle Wealth Partners LLC86,269$4.68M0.4%+4.9%0.038%
4/23/2024 Wealth Effects LLC32,037$1.74M0.6%+6.0%0.014%
4/23/2024 Raymond James Financial Services Advisors Inc.1,115,431$60.50M0.1%+43.6%0.493%
4/23/2024 StoneCrest Wealth Management Inc.102,621$5.57M4.8%-8.3%0.045%
4/22/2024 Strategic Financial Concepts LLC10,505$570K0.1%N/A0.005%
4/22/2024 Confluence Wealth Services Inc.7,757$421K0.0%N/A0.003%
4/22/2024 PFG Investments LLC14,980$813K0.0%+81.8%0.007%
4/22/2024 Family Investment Center Inc.4,434$240K0.1%-42.2%0.002%
4/22/2024 Parsons Capital Management Inc. RI7,680$417K0.0%N/A0.003%
4/22/2024 Raymond James & Associates858,421$46.56M0.0%+11.7%0.380%
4/22/2024 MBL Wealth LLC111,575$6.05M0.7%+25.1%0.049%
4/22/2024 Eagle Bluffs Wealth Management LLC99,858$5.42M3.4%+6.3%0.044%
4/19/2024 Teamwork Financial Advisors LLC265,877$14.42M2.2%+25.5%0.118%
4/19/2024 Marshall Financial Group LLC259,735$14.09M4.1%+119.9%0.115%
4/19/2024 Lee Johnson Capital Management LLC264,667$14.36M7.5%-66.7%0.117%
4/19/2024 Lake Street Private Wealth LLC68,265$3.70M0.5%+39.2%0.030%
4/19/2024 Lifestyle Asset Management Inc.35,197$1.91M1.1%+6.0%0.016%
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4/19/2024 IVC Wealth Advisors LLC18,990$1.03M0.6%N/A0.008%
4/19/2024 KFG Wealth Management LLC10,095$548K0.2%N/A0.004%
4/19/2024 Sloy Dahl & Holst LLC21,280$1.15M0.3%+33.5%0.009%
4/18/2024 Silverlake Wealth Management LLC14,309$776K0.4%+223.1%0.006%
4/18/2024 SeaCrest Wealth Management LLC11,506$624K0.1%+7.7%0.005%
4/18/2024 Requisite Capital Management LLC655,953$35.58M7.7%+14.6%0.290%
4/18/2024 Oxinas Partners Wealth Management LLC11,268$611K0.4%N/A0.005%
4/18/2024 CAP Partners LLC11,620$630K0.6%+5.6%0.005%
4/18/2024 Capital Advisors Ltd. LLC1,842$100K0.0%N/A0.001%
4/18/2024 Panoramic Investment Advisors LLC12,800$694K0.5%+2.0%0.006%
4/18/2024 Steele Capital Management Inc.7,333$398K0.0%N/A0.003%
4/18/2024 Bridgewealth Advisory Group LLC18,174$986K0.5%+187.2%0.008%
4/18/2024 AlphaMark Advisors LLC19,862$1.08M0.4%-5.7%0.009%
4/18/2024 Cobblestone Asset Management LLC79,921$4.34M2.9%+3.4%0.035%
4/18/2024 Caerus Investment Advisors LLC123,277$6.69M6.4%-8.5%0.055%
4/18/2024 Chapin Davis Inc.9,470$514K0.2%N/A0.004%
4/18/2024 Mayfair Advisory Group LLC19,489$1.06M0.8%+33.1%0.009%
4/18/2024 SteelPeak Wealth LLC7,051$382K0.0%N/A0.003%
4/18/2024 Clarity Wealth Advisors LLC30,598$1.66M0.6%+12.3%0.014%
4/17/2024 Fiduciary Alliance LLC19,426$1.05M0.2%+181.5%0.009%
4/17/2024 Avalon Capital Management103,069$5.59M2.3%-0.6%0.046%
4/17/2024 Ridgecrest Wealth Partners LLC3,900$212K0.1%N/A0.002%
4/17/2024 Meridian Financial Partners LLC43,741$2.31M2.9%-33.5%0.019%
4/17/2024 Hennion & Walsh Asset Management Inc.75,684$4.11M0.2%+8.4%0.033%
4/16/2024 OneAscent Financial Services LLC8,433$457K0.1%N/A0.004%
4/16/2024 Cambridge Advisors Inc.139,255$7.55M1.8%+13.8%0.062%
4/16/2024 Bridge Advisory LLC5,665$307K0.2%N/A0.003%
4/16/2024 Atlantic Union Bankshares Corp17,919$972K0.1%+1.3%0.008%
4/16/2024 Capital Asset Advisory Services LLC13,355$716K0.0%-11.8%0.006%
4/16/2024 Howard Financial Services LTD.12,499$678K0.1%-4.0%0.006%
4/16/2024 Wealth Enhancement Advisory Services LLC71,650$3.89M0.0%+62.5%0.032%
4/16/2024 Procyon Advisors LLC20,020$1.09M0.1%N/A0.009%
4/15/2024 Sandbox Financial Partners LLC75,986$4.12M1.7%+133.9%0.034%
4/15/2024 Wealthcare Advisory Partners LLC50,090$2.72M0.1%N/A0.022%
4/15/2024 Ellis Investment Partners LLC206,575$11.21M2.4%+18.6%0.091%
4/15/2024 Cascade Wealth Advisors Inc62,911$3.36M2.9%N/A0.028%
4/15/2024 Brookstone Capital Management33,698$1.83M0.0%+120.0%0.015%
4/15/2024 Sunbelt Securities Inc.8,504$461K0.1%+666.1%0.004%
4/15/2024 CIC Wealth LLC136,879$7.42M2.2%+7.9%0.061%
4/15/2024 Flagstar Advisors Inc.28,123$1.53M0.4%N/A0.012%
4/15/2024 Kingswood Wealth Advisors LLC38,175$2.07M0.2%-2.9%0.017%
4/15/2024 Mcdonald Partners LLC16,987$921K0.3%+38.4%0.008%
4/15/2024 Security National Bank2,358$128K0.0%N/A0.001%
4/15/2024 Etesian Wealth Advisors Inc.8,094$439K0.3%+69.2%0.004%
4/12/2024 Dynamic Advisor Solutions LLC105,136$5.70M0.2%-17.2%0.047%
4/12/2024 Fermata Advisors LLC4,127$224K0.1%N/A0.002%
4/12/2024 Wealth Management Partners LLC3,951$214K0.1%N/A0.002%
4/12/2024 Ignite Planners LLC78,708$4.25M1.2%+5.5%0.035%
4/12/2024 Harbor Investment Advisory LLC4,491$244K0.0%+656.1%0.002%
4/12/2024 Global Assets Advisory LLC1,112,091$60.32M0.2%N/A0.497%
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4/12/2024 Southland Equity Partners LLC15,768$855K0.2%+6.7%0.007%
4/12/2024 AdvisorNet Financial Inc20,288$1.10M0.1%+12.6%0.009%
4/12/2024 Global Trust Asset Management LLC2,605$141K0.1%+225.6%0.001%
4/12/2024 Westend Capital Management LLC7,522$408K0.2%N/A0.003%
4/12/2024 Purus Wealth Management LLC33,106$1.80M0.9%+1.1%0.015%
4/12/2024 High Net Worth Advisory Group LLC83,535$4.53M1.4%+30.8%0.037%
4/11/2024 Cooper Financial Group19,359$1.05M0.2%-15.4%0.009%
4/11/2024 International Assets Investment Management LLC40,235$2.17M0.1%+14.1%0.018%
4/11/2024 MJP Associates Inc. ADV4,235$230K0.1%N/A0.002%
4/11/2024 Clarus Wealth Advisors4,784$256K0.1%N/A0.002%
(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, 388 institutional investors and hedge funds held shares of JPMorgan Nasdaq Equity Premium Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($259.77M), LPL Financial LLC ($170.84M), Envestnet Asset Management Inc. ($127.01M), UBS Group AG ($119.81M), RiverFront Investment Group LLC ($98.66M), Osaic Holdings Inc. ($77.38M), and Commonwealth Equity Services LLC ($71.77M).Learn more on JEPQ's institutional investors.

Which institutional investors have been buying JPMorgan Nasdaq Equity Premium Income ETF stock?

Of the 379 institutional investors that purchased JPMorgan Nasdaq Equity Premium Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($5.97M), LPL Financial LLC ($3.62M), Envestnet Asset Management Inc. ($3.43M), International Assets Investment Management LLC ($1.78M), Commonwealth Equity Services LLC ($1.44M), UBS Group AG ($1.30M), and Osaic Holdings Inc. ($1.14M).

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

Institutional investors have bought a total of 46,993,059 shares in the last 24 months. This purchase volume represents approximately $2.22B in transactions.

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

Of the 87 institutional investors that sold JPMorgan Nasdaq Equity Premium Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($881.68K), Prime Capital Investment Advisors LLC ($821.77K), Lee Johnson Capital Management LLC ($529.90K), Reitz Capital Advisors LLC ($331.57K), Second Half Financial Partners LLC ($204.36K), Kestra Advisory Services LLC ($161.30K), and New York Life Investment Management LLC ($150.44K).

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

Institutional investors have sold a total of 4,102,924 shares in the last 24 months. This volume of shares sold represents approximately $196.18M in transactions.


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This page (NASDAQ:JEPQ) was last updated on 4/27/2024 by MarketBeat.com Staff

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