JPM Nasdaq Equity PremiumJEPQETF
13F holders, Q2 2026 (June 30)1,028holders +59
119new positions
51sold out
6famous investors
$61.31avg. 13F price*
At the end of Q2 2026, 1,028 institutions reported holding JPM Nasdaq Equity Premium (JEPQ) in their 13F filings, up 59 from Q1 2026. 119 opened new positions and 51 sold out. The largest holders were Morgan Stanley ($1.6B), JPMorgan Chase & Co. ($1.4B) and LPL Financial LLC ($1.1B). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- JPM Nasdaq Equity Premium
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2026)
- CUSIP
- 46654Q203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 119 | $154.5M |
| Exits | 51 | $51.7M |
All 13F filers, Q1 2026 → Q2 2026: 18,274,135 shares bought and 5,198,753 shares sold, net +13,075,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,028 holders
| Morgan Stanley | 0.08% | Add +10.3% | 26,020,258 | $1.6B |
| JPMorgan Chase & Co. | 0.08% | Add +2.2% | 23,134,698 | $1.4B |
| LPL Financial LLC | 0.26% | Add +10.2% | 18,594,541 | $1.1B |
| Bank of America Corp. | 0.06% | Add +4.8% | 14,550,868 | $894.3M |
| Wells Fargo & Company | 0.10% | Add +6.8% | 9,691,459 | $595.6M |
| Ameriprise Financial Inc. | 0.07% | Add +12.4% | 5,524,865 | $339.5M |
| Royal Bank of Canada | 0.05% | Add +5.6% | 4,865,661 | $299.0M |
| Raymond James Financial Inc. | 0.07% | Add +3.2% | 4,410,368 | $271.1M |
| Osaic Holdings, Inc. | 0.32% | Add +16.9% | 4,365,130 | $268.3M |
| Envestnet Asset Management Inc. | 0.06% | Add +8.2% | 4,336,966 | $266.5M |
| Cetera Investment Advisers | 0.19% | Add +12.2% | 3,405,031 | $209.3M |
| Commonwealth Equity Services, LLC | 0.25% | Add +5.4% | 3,290,625 | $202.2M |
| UBS Group AG | 0.03% | Reduce -8.3% | 3,201,420 | $196.8M |
| Jones Financial Companies LLLP | 0.06% | Add +21.0% | 2,605,719 | $154.8M |
| Equitable Holdings, Inc. | 0.77% | Reduce -0.1% | 2,152,109 | $129.6M |
| RiverFront Investment Group, LLC | 1.67% | Add +0.9% | 2,060,239 | $126.6M |
| Allworth Financial LP | 0.45% | Reduce -16.5% | 1,728,321 | $106.2M |
| MML Investors Services, LLC | 0.21% | Add +38.8% | 1,648,740 | $101.3M |
| Adams Asset Advisors, LLC | 10.00% | Add +29.5% | 1,408,060 | $86.5M |
| Stifel Financial Corp. | 0.07% | Add +8.2% | 1,405,732 | $86.4M |
| Capital Advisors Inc. | 1.26% | Reduce -0.2% | 1,392,157 | $85.6M |
| Kestra Advisory Services, LLC | 0.26% | Add +4.8% | 1,309,528 | $80.5M |
| Janney Montgomery Scott LLC | 0.15% | New | 1,256,696 | $77.2M |
| Hilton Capital Management, LLC | 4.99% | Add +9.2% | 1,186,561 | $72.9M |
| Private Advisor Group, LLC | 0.27% | Reduce -1.0% | 960,111 | $59.0M |
| Mariner, LLC | 0.06% | Reduce -21.5% | 882,072 | $54.2M |
| HighTower Advisors, LLC | 0.05% | Reduce -1.3% | 840,881 | $51.7M |
| Rockefeller Capital Management L.P. | 0.08% | Add +4.3% | 798,914 | $49.1M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -10.5% | 798,262 | $49.1M |
| SBI Securities Co., Ltd. | 1.05% | Reduce -1.9% | 754,312 | $46.4M |
| Apollon Wealth Management, LLC | 0.54% | Add +10.0% | 725,799 | $44.6M |
| Arax Advisory Partners | 0.28% | Add +208.2% | 698,508 | $42.9M |
| Baird Financial Group, Inc. | 0.06% | Add +0.1% | 688,736 | $42.3M |
| PNC Financial Services Group, Inc. | 0.02% | Add +29.9% | 678,789 | $41.7M |
| Wealth Advisors of Iowa, LLC | 11.22% | Add +6.1% | 674,013 | $41.4M |
| Steward Partners Investment Advisory, LLC | 0.21% | Add +1.8% | 661,744 | $40.7M |
| IMC-Chicago, LLC | 0.37% | Add +440.6% | 655,652 | $40.3M |
| Great Valley Advisor Group, Inc. | 0.62% | Add +8.1% | 635,496 | $39.1M |
| NewEdge Advisors, LLC | 0.12% | Add +14.3% | 632,916 | $38.9M |
| Franklin Resources Inc. | 0.01% | Add +4.3% | 617,356 | $37.9M |
| Truist Financial Corp. | 0.05% | Add +2.4% | 613,914 | $37.7M |
| Focus Partners Wealth | 0.04% | Add +3.6% | 574,331 | $35.3M |
| Traynor Capital Management, Inc. | 1.62% | Add +50.9% | 559,504 | $34.4M |
| Magnus Financial Group LLC | 2.36% | Add +6.9% | 540,109 | $33.2M |
| Lebenthal Global Advisors, LLC | 4.36% | Add +0.5% | 525,973 | $32.3M |
| Signature Estate & Investment Advisors LLC | 0.58% | Reduce -8.4% | 520,036 | $32.0M |
| Venture Visionary Partners LLC | 0.83% | Add +140.1% | 485,267 | $29.8M |
| HUB Investment Partners, LLC | 0.55% | Add +4.1% | 484,137 | $29.8M |
| Kingsview Wealth Management, LLC | 0.35% | Add +23.3% | 469,715 | $28.9M |
| PSI Advisors, LLC | 6.70% | Reduce -10.6% | 469,545 | $28.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +22.6% | 461,114 | $28.3M |
| James Reed Financial Services, Inc. | 19.90% | Add +0.7% | 424,120 | $26.1M |
| Integrated Wealth Concepts LLC | 0.17% | Add +122.1% | 416,331 | $25.6M |
| Cornerstone Advisory, LLC | 2.01% | Add +1.7% | 394,178 | $24.2M |
| SageGuard Financial Group, LLC | 3.29% | Add +8.1% | 380,856 | $23.4M |
| Cerity Partners LLC | 0.03% | Add +19.4% | 365,327 | $22.5M |
| Waverly Advisors, LLC | 0.13% | Reduce -14.8% | 360,324 | $22.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -5.8% | 358,660 | $21.7M |
| Independent Financial Group, LLC | 0.40% | Add +13.6% | 351,960 | $21.6M |
| Wealthfront Advisers LLC | 0.04% | Add +4.5% | 346,859 | $21.3M |
| Citadel Advisors | 0.01% | Add +29.2% | 315,184 | $19.4M |
| Cary Street Partners Financial LLC | 0.42% | Reduce -49.9% | 314,799 | $19.3M |
| Westwood Holdings Group Inc. | 0.15% | Add +7.5% | 314,272 | $19.3M |
| PVG Asset Management Corp. | 9.98% | No change | 280,457 | $17.2M |
| Prime Capital Investment Advisors, LLC | 0.16% | Reduce -18.9% | 273,129 | $16.8M |
| &partners | 0.07% | Reduce -9.8% | 264,957 | $16.3M |
| Hennion & Walsh Asset Management, Inc. | 0.45% | Add +4.3% | 254,749 | $15.7M |
| United Capital Financial Advisors, LLC | 0.09% | Add +18.0% | 250,359 | $15.4M |
| Avior Wealth Management, LLC | 0.40% | Add +47.4% | 248,290 | $15.3M |
| Aventura Private Wealth, LLC | 4.59% | Reduce -12.5% | 243,261 | $15.0M |
| Kingswood Wealth Advisors, LLC | 0.60% | Add +9.8% | 242,328 | $14.9M |
| Kintra Wealth, LLC | 0.76% | Add +1.3% | 239,153 | $14.4M |
| Compass Financial Services Inc | 5.39% | Add +8.9% | 234,825 | $14.4M |
| Argent Trust Co | 0.41% | Add +5.7% | 228,134 | $14.0M |
| Prospera Financial Services Inc | 0.20% | Add +5.0% | 224,862 | $13.8M |
| Rothschild Investment LLC | 0.51% | Add +4.7% | 222,830 | $13.7M |
| Captrust Financial Advisors | 0.02% | Add +2.4% | 222,389 | $13.7M |
| Bernardo Wealth Planning LLC | 2.33% | Add +2.9% | 222,110 | $13.7M |
| Centurion Wealth Management LLC | 3.25% | Reduce -16.7% | 221,476 | $13.6M |
| Cambridge Advisors Inc. | 2.16% | Reduce -0.7% | 204,827 | $12.6M |
| Beacon Financial Advisory LLC | 2.45% | Add +3.0% | 202,252 | $12.4M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +19.8% | 199,609 | $12.3M |
| Prota Financial, LLC | 7.94% | Reduce -0.3% | 200,297 | $12.1M |
| New Wave Wealth Advisors LLC | 3.21% | Add +31.1% | 191,234 | $11.8M |
| Eldridge Investment Advisors, Inc. | 2.30% | Reduce -0.8% | 191,129 | $11.6M |
| Morse Asset Management, Inc | 1.93% | Add +6.6% | 189,118 | $11.6M |
| Caerus Investment Advisors, LLC | 3.90% | Add +33.6% | 188,082 | $11.6M |
| Mountain Capital Investment Advisors Inc. | 1.64% | Reduce -5.9% | 187,021 | $11.5M |
| Natixis Advisors, LLC | 0.01% | Add +41.7% | 184,612 | $11.3M |
| Sigma Planning Corp | 0.28% | Add +146.6% | 183,824 | $11.3M |
| Kestra Private Wealth Services, LLC | 0.12% | Reduce -11.9% | 182,903 | $11.2M |
| Three Magnolias Financial Advisors, LLC | 6.20% | Reduce -8.3% | 181,178 | $11.1M |
| Coastal Bridge Advisors, LLC | 0.64% | Add +5.7% | 168,364 | $10.3M |
| Indivisible Partners | 0.58% | Reduce -10.8% | 167,337 | $10.3M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -25.2% | 166,464 | $10.2M |
| Southern Capital Services Inc. | 5.73% | Reduce -13.5% | 166,216 | $10.2M |
| Creative Planning | 0.01% | Add +13.2% | 166,081 | $10.2M |
| Larson Financial Group LLC | 0.27% | Add +8.8% | 165,847 | $10.2M |
| ADG Wealth Management Group, LLC | 6.36% | Add +1.7% | 162,899 | $10.0M |
| D.A. Davidson & Co. | 0.05% | Add +28.7% | 160,918 | $9.9M |
"% of holder's portfolio" is JEPQ's weight in each manager's 13F, not the share of JPM Nasdaq Equity Premium the manager owns.