Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free JEPQ Stock Alerts

JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Institutional Ownership

JPMorgan Nasdaq Equity Premium Income ETF logo
$58.25 +0.33 (+0.57%)
As of 07/31/2026 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

Number of
Institutional Buyers
(last 12 months)
755
Total
Institutional Inflows
(last 12 months)
$2.06B
Number of
Institutional Sellers
(last 12 months)
359
Total
Institutional Outflows
(last 12 months)
$820.52M
Get JEPQ Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Nasdaq Equity Premium Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
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%
6/3/2026Parallel Advisors LLC14,519$806K0.0%-29.4%0.002%
6/3/2026NewEdge Advisors LLC553,800$30.75M0.1%+8.3%0.088%
6/1/2026Caerus 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%
6/1/2026Concorde Asset Management LLC6,414$356K0.2%-35.0%0.001%
5/28/2026Cozad 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%
5/22/2026WNY Asset Management LLC54,846$3.05M0.3%N/A0.009%
5/22/2026Wellington Grp LLC5,209$289K0.1%+923.4%0.001%
5/22/2026Verus Capital Partners LLC13,271$737K0.1%-3.1%0.002%
5/20/2026 SOA Wealth Advisors LLC.1,678$93K0.0%N/A0.000%
5/19/2026Western Wealth Management LLC50,427$2.80M0.1%+119.6%0.008%
5/19/2026Mascagni Wealth Management Inc.6,529$362K0.3%-15.9%0.001%
5/19/2026 Sonoma Allocations LLC5,591$312K0.1%-6.7%0.001%
5/19/2026NewEdge Advisors LLC476,629$26.46M0.5%-6.8%0.075%
5/19/2026Bank of America Corp DE13,877,688$770.49M0.1%+8.9%2.194%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
5/19/2026Strait & Sound Wealth Management LLC6,030$335K0.1%+6.4%0.001%
5/19/2026Centaurus Financial Inc.100,731$5.59M0.3%-2.8%0.016%
5/19/2026Bull Harbor Capital LLC21,717$1.21M0.3%N/A0.003%
5/19/2026Arkadios Wealth Advisors158,972$8.83M0.1%+71.1%0.025%
5/18/2026Sunbelt Securities Inc.16,900$938K0.1%-11.0%0.003%
5/18/2026 EverSource Wealth Advisors LLC1,597$89K0.0%-17.9%0.000%
5/18/2026Empire Financial Management Company LLC65,345$3.63M0.8%-4.7%0.010%
5/18/2026Readystate Asset Management LP11,306$628K0.0%N/A0.002%
5/18/2026Royal Bank of Canada4,606,395$255.75M0.0%+12.7%0.728%
5/16/2026Glen Eagle Advisors LLC1,555$86K0.0%-45.8%0.000%


JEPQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,046 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 1,003 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 ($3.07M).

Institutional investors have bought a total of 36,542,330 shares in the last 24 months. This purchase volume represents approximately $2.06B in transactions.

Of the 358 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 14,258,935 shares in the last 24 months. This volume of shares sold represents approximately $820.52M in transactions.


Related Companies

This page (NASDAQ:JEPQ) was last updated on 8/1/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
“The unseen winner of the AI race” is not SpaceX
Marc Chaikin - the analyst who called Nvidia before its historic run - says a tech firm labeled 'the unseen wi...
Chaikin Analytics | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel