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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Institutional Ownership

JPMorgan Nasdaq Equity Premium Income ETF logo
$59.30 -0.48 (-0.80%)
Closing price 04:00 PM Eastern
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$59.22 -0.08 (-0.13%)
As of 07:59 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)
709
Total
Institutional Inflows
(last 12 months)
$1.33B
Number of
Institutional Sellers
(last 12 months)
338
Total
Institutional Outflows
(last 12 months)
$804.89M
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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
9/9/2026 Capstone Financial Advisors Inc.17,935$1.10M0.1%+36.4%0.003%
9/9/2026 Van Hulzen Asset Management LLC7,289$448K0.0%+4.9%0.001%
9/9/2026 Cahill Financial Advisors Inc.9,140$562K0.1%+2.3%0.001%
9/9/2026 IPG Investment Advisors LLC3,675$226K0.0%N/A0.001%
9/9/2026 Capital Analysts LLC113,968$7.00M0.2%+3.1%0.017%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC74,946$4.61M0.3%-3.5%0.011%
9/9/2026 Integrated Wealth Concepts LLC416,331$25.59M0.2%+122.1%0.061%
9/9/2026 RFG Advisory LLC60,408$3.71M0.1%-2.0%0.009%
9/9/2026 NewEdge Advisors LLC632,916$38.90M0.1%+14.3%0.093%
9/9/2026 Pointe Capital Management LLC6,340$390K0.2%-6.3%0.001%
9/9/2026 IFP Advisors Inc58,185$3.58M0.1%+4.3%0.009%
9/9/2026 Baird Financial Group Inc.688,736$42.33M0.1%+0.1%0.101%
9/9/2026 Sterling Investment Advisors Ltd.23,001$1.41M0.2%+9.8%0.003%
9/8/2026 Allworth Financial LP1,728,321$106.22M0.5%-16.5%0.253%
9/8/2026 Waverly Advisors LLC360,324$22.15M0.1%-14.8%0.053%
8/27/2026 Corient Private Wealth LP38,822$2.39M0.0%+118.8%0.006%
8/27/2026 Tucker Asset Management LLC63,336$3.89M1.0%+20.2%0.009%
8/23/2026 Readystate Asset Management LP7,193$442K0.0%-36.4%0.001%
8/23/2026 Ameritas Advisory Services LLC95,380$5.86M0.1%+124.7%0.014%
8/23/2026 Kintra Wealth LLC239,153$14.45M0.8%+1.3%0.035%
8/23/2026 Endeavor Private Wealth Inc.4,725$290K0.1%N/A0.001%
8/23/2026 Members Advisory Group LLC9,147$562K0.2%-93.6%0.001%
8/23/2026 Yarger Wealth Strategies LLC18,233$1.10M0.4%+34.1%0.003%
8/23/2026 Kraematon Investment Advisors Inc.25,119$1.54M1.2%+1.1%0.004%
8/23/2026 HB Wealth Management LLC37,198$2.29M0.0%+51.4%0.005%
8/23/2026 Asset Allocation Strategies LLC15,680$964K0.1%+6.1%0.002%
8/23/2026 Fortitude Advisory Group L.L.C.3,353$206K0.1%N/A0.000%
8/23/2026 Angeles Wealth Management LLC3,648$224K0.0%N/A0.001%
8/23/2026 Unique Wealth LLC6,697$412K0.0%N/A0.001%
8/22/2026 Compass Financial Management LLC12,919$771K0.1%N/A0.002%
8/22/2026 Markowski Investments9,199$565K0.1%N/A0.001%
8/22/2026 Strive Financial Group LLC3,467$213K0.1%+66.0%0.001%
8/22/2026 Meadowbrook Wealth Management LLC5,814$350K0.4%-4.9%0.001%
8/22/2026 Aureum Wealth Management LLC6,471$398K0.2%N/A0.001%
8/22/2026 Elevation Wealth Management LLC11,139$685K0.5%-3.0%0.002%
8/22/2026 SMART Wealth LLC6,152$378K0.1%+27.3%0.001%
8/22/2026 Comprehensive Financial Planning Inc. PA15,845$974K0.5%-8.4%0.002%
8/22/2026 Investor s Fiduciary Advisor Network LLC27,311$1.68M0.6%-24.6%0.004%
8/22/2026 NWF Advisory Services Inc.98,165$6.03M0.6%+8.4%0.014%
8/22/2026 TD Waterhouse Canada Inc.4,858$292K0.0%+4.3%0.001%
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8/22/2026 Concurrent Investment Advisors LLC156,440$9.62M0.1%+46.9%0.023%
8/22/2026 Burford Brothers Inc.3,587$220K0.1%N/A0.001%
8/21/2026 High Net Worth Advisory Group LLC112,136$6.89M1.5%-2.8%0.016%
8/21/2026 KFG Wealth Management LLC94,423$5.80M0.7%+13.8%0.014%
8/21/2026 Smallwood Wealth Investment Management LLC40,644$2.50M1.1%+3.8%0.006%
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%
8/20/2026 Gill 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%
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%
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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%


JEPQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,050 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 1,006 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 23,160,634 shares in the last 24 months. This purchase volume represents approximately $1.33B in transactions.

Of the 338 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 13,898,517 shares in the last 24 months. This volume of shares sold represents approximately $804.89M in transactions.


Related Companies

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 9/9/2026. New 13F filings are added each quarter as they're published.
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