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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Institutional Ownership

JPMorgan Nasdaq Equity Premium Income ETF logo
$59.84 +0.18 (+0.30%)
As of 02:04 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)
697
Total
Institutional Inflows
(last 12 months)
$1.32B
Number of
Institutional Sellers
(last 12 months)
333
Total
Institutional Outflows
(last 12 months)
$774.48M
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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
8/21/2026 Round Rock Advisors LLC17,915$1.10M0.1%-1.5%0.003%
8/21/2026 Coppell Advisory Solutions LLC46,653$2.87M0.5%N/A0.007%
8/21/2026 MBA Advisors LLC25,344$1.56M0.5%+2.7%0.004%
8/21/2026 Beacon Financial Advisory LLC202,252$12.43M2.5%+3.0%0.030%
8/21/2026 Requisite Capital Management LLC3,424$210K0.0%N/A0.001%
8/21/2026 Triumph Capital Management38,878$2.39M0.4%+4.7%0.006%
8/20/2026 Nwam LLC7,687$472K0.0%+72.9%0.001%
8/20/2026Gill Capital Partners LLC43,195$2.66M0.7%-1.1%0.006%
8/20/2026 Orgel Wealth Management LLC16,113$990K0.0%+61.2%0.002%
8/20/2026 Strategic Advisors LLC13,972$859K0.2%+1.7%0.002%
8/20/2026 M Holdings Securities Inc.50,022$3.02M0.4%+4.3%0.007%
8/20/2026 RPg Family Wealth Advisory LLC67,514$4.15M0.7%-2.2%0.010%
8/20/2026 Headlands Technologies LLC93,776$5.76M0.6%+187.6%0.014%
8/13/2026 Capital Square LLC3,920$237K0.1%N/A0.001%
8/12/2026 Compass Financial Management LLC12,919$771K0.1%N/A0.002%
7/18/2026 4WEALTH Advisors Inc.53,652$3.26M2.5%+1.0%0.008%
7/18/2026 Sulzberger Capital Advisors Inc.46,754$2.87M2.8%+10.1%0.007%
7/17/2026 Madrona Financial Services LLC4,674$287K0.1%N/A0.001%
7/17/2026 Great Diamond Partners LLC16,721$1.03M0.2%+1.2%0.003%
7/17/2026 BCS Wealth Management4,266$262K0.0%-4.0%0.001%
7/17/2026 Strategic Planning Group LLC2,273$224K0.0%N/A0.000%
7/17/2026 Seelaus Asset Management LLC4,445$273K0.2%-4.3%0.001%
7/17/2026 Integrated Financial Solutions Inc.9,150$562K0.3%N/A0.001%
7/16/2026 PMG Family Office LLC50,464$3.10M2.9%+1.4%0.008%
7/16/2026 James Reed Financial Services Inc.424,120$26.07M19.9%+0.7%0.064%
7/16/2026 Beacon Financial Group17,534$1.08M0.1%+124.7%0.003%
7/16/2026 Highline Wealth Partners LLC2,884$177K0.0%+429.2%0.000%
7/16/2026 Sherry Group Inc.3,500$212K0.2%N/A0.001%
7/16/2026 Montecito Bank & Trust6,150$378K0.1%-4.7%0.001%
7/16/2026 Syntegra Private Wealth Group LLC11,475$705K0.1%+8.4%0.002%
7/15/2026 Fifth Third Securities Inc.7,134$438K0.0%N/A0.001%
7/15/2026 Spire Wealth Management159,768$9.82M0.3%+13.6%0.024%
7/15/2026 Brookstone Capital Management133,863$8.23M0.1%+10.5%0.020%
7/14/2026 Investment Advisory Services Inc. TX ADV47,238$2.90M0.8%-3.1%0.007%
7/14/2026 Significant Wealth Partners LLC45,672$2.81M3.0%+28.9%0.007%
7/14/2026 Adams Asset Advisors LLC1,408,060$86.54M9.8%+29.5%0.211%
7/13/2026 Southland Equity Partners LLC13,355$821K0.1%+30.5%0.002%
7/13/2026 Orgel Wealth Management LLC16,113$990K0.0%+61.2%0.002%
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%
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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%
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%
6/23/2026 MTM 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%
6/12/2026 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%
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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%


JEPQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,044 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 999 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 22,964,302 shares in the last 24 months. This purchase volume represents approximately $1.32B in transactions.

Of the 332 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 Lebenthal Global Advisors LLC ($339.48K).

Institutional investors have sold a total of 13,411,982 shares in the last 24 months. This volume of shares sold represents approximately $774.46M 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 8/21/2026. New 13F filings are added each quarter as they're published.
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