JPM Nasdaq Equity PremiumJEPQETF
13F holders, Q2 2024 (June 30)581holders +75
100new positions
24sold out
3famous investors
$54.99avg. 13F price*
At the end of Q2 2024, 581 institutions reported holding JPM Nasdaq Equity Premium (JEPQ) in their 13F filings, up 75 from Q1 2024. 100 opened new positions and 24 sold out. The largest holders were JPMorgan Chase & Co. ($911.4M), Morgan Stanley ($701.9M) and LPL Financial LLC ($400.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- JPM Nasdaq Equity Premium
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2024)
- CUSIP
- 46654Q203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $84.3M |
| Exits | 24 | $61.9M |
All 13F filers, Q1 2024 → Q2 2024: 24,608,683 shares bought and 2,973,098 shares sold, net +21,635,585 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 581 holders
| JPMorgan Chase & Co. | 0.08% | Add +64.0% | 16,422,025 | $911.4M |
| Morgan Stanley | 0.05% | Add +23.3% | 12,647,156 | $701.9M |
| LPL Financial LLC | 0.20% | Add +16.4% | 7,216,924 | $400.5M |
| Bank of America Corp. | 0.03% | Add +29.6% | 5,800,659 | $321.9M |
| Wells Fargo & Company | 0.07% | Add +17.7% | 4,830,321 | $268.1M |
| UBS Group AG | 0.06% | Add +17.4% | 3,687,969 | $204.7M |
| Envestnet Asset Management Inc. | 0.06% | Add +6.5% | 2,873,394 | $159.5M |
| Royal Bank of Canada | 0.03% | Add +15.3% | 2,286,005 | $126.9M |
| RiverFront Investment Group, LLC | 3.32% | Add +5.0% | 2,242,816 | $124.5M |
| Osaic Holdings, Inc. | 0.28% | Reduce -10.6% | 2,135,927 | $118.6M |
| Commonwealth Equity Services, LLC | 0.16% | Add +19.5% | 1,795,256 | $99.6M |
| Marks Wealth, LLC | 39.35% | Reduce -25.8% | 1,606,692 | $89.2M |
| Cetera Investment Advisers | 0.20% | Add +47.5% | 1,550,879 | $86.1M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Add +26.7% | 1,412,975 | $78.4M |
| Raymond James & Associates | 0.04% | Add +35.4% | 1,162,101 | $64.5M |
| Ameriprise Financial Inc. | 0.02% | Add +4793.6% | 1,133,108 | $62.9M |
| Hilton Capital Management, LLC | 4.32% | Add +3.6% | 920,212 | $51.1M |
| Private Advisor Group, LLC | 0.34% | Add +24.9% | 901,822 | $50.0M |
| Janney Montgomery Scott LLC | 0.15% | Add +2.5% | 871,072 | $48.3M |
| Requisite Capital Management, LLC | 9.77% | Add +18.4% | 776,726 | $43.1M |
| MML Investors Services, LLC | 0.16% | Add +4.9% | 698,850 | $38.8M |
| Kestra Advisory Services, LLC | 0.20% | Add +11.8% | 632,593 | $35.1M |
| HighTower Advisors, LLC | 0.05% | Add +16.7% | 625,173 | $34.7M |
| Capital Advisors Inc. | 0.70% | Add +28.5% | 606,990 | $33.7M |
| Jane Street Group, LLC | 0.04% | Reduce -26.0% | 587,496 | $32.6M |
| Lebenthal Global Advisors, LLC | 7.01% | Add +0.5% | 576,254 | $32.0M |
| Truist Financial Corp. | 0.05% | Add +10.5% | 560,953 | $31.1M |
| Stifel Financial Corp. | 0.03% | Add +26.1% | 543,560 | $30.2M |
| Baird Financial Group, Inc. | 0.05% | Add +2.8% | 431,628 | $24.0M |
| Steward Partners Investment Advisory, LLC | 0.25% | Add +17.7% | 428,080 | $23.8M |
| Advance Capital Management, Inc. | 1.08% | Add +4708.2% | 413,122 | $22.9M |
| Socha Financial Group, LLC | 10.58% | Add +3.8% | 407,339 | $22.6M |
| Hilltop Wealth Advisors, LLC | 11.27% | Add +100.9% | 404,785 | $22.5M |
| Signature Estate & Investment Advisors LLC | 0.55% | Add +7255.3% | 399,100 | $22.2M |
| Delta Investment Management, LLC | 4.87% | Add +0.3% | 397,408 | $22.1M |
| Centaurus Financial, Inc. | 1.44% | Add +48.9% | 388,552 | $21.6M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +442.0% | 388,362 | $21.6M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +54.9% | 387,861 | $21.5M |
| Equitable Holdings, Inc. | 0.22% | Add +12.8% | 381,009 | $21.1M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -21.9% | 379,991 | $21.1M |
| Ocean Park Asset Management, LLC | 0.99% | No change | 376,307 | $20.9M |
| Apollon Wealth Management, LLC | 0.61% | Add +31.1% | 363,333 | $20.2M |
| Susquehanna International Group, LLP | 0.04% | Add +735.1% | 358,896 | $19.9M |
| Prime Capital Investment Advisors, LLC | 0.29% | Reduce -2.6% | 354,296 | $19.7M |
| Atria Wealth Solutions, Inc. | 0.22% | Add +8.7% | 353,487 | $19.6M |
| Cwm, LLC | 0.09% | Add +20.6% | 350,507 | $19.5M |
| Eldridge Investment Advisors, Inc. | 4.58% | Reduce -0.9% | 327,526 | $18.2M |
| Westwood Holdings Group Inc. | 0.15% | Reduce -3.3% | 326,240 | $18.1M |
| Robertson Stephens Wealth Management, LLC | 0.94% | Add +13.5% | 322,302 | $17.9M |
| MADDEN SECURITIES Corp | 7.17% | Add +4.6% | 291,631 | $16.2M |
| Independent Financial Group, LLC | 0.64% | Add +6.3% | 288,503 | $16.0M |
| Marshall Financial Group, LLC | 4.42% | Add +9.6% | 284,660 | $15.8M |
| Graypoint LLC | 1.06% | Add +1.2% | 275,683 | $15.3M |
| Cary Street Partners Investment Advisory LLC | 0.61% | Add +25.3% | 271,820 | $15.1M |
| Mariner, LLC | 0.03% | Add +22.5% | 263,757 | $14.6M |
| Cornerstone Advisory, LLC | 1.94% | Add +6.9% | 248,926 | $13.8M |
| PSI Advisors, LLC | 4.35% | Add +40.6% | 247,381 | $13.7M |
| NewEdge Advisors, LLC | 0.10% | Add +96.7% | 242,648 | $13.5M |
| Kintra Wealth, LLC | 9.50% | Add +3.2% | 241,214 | $13.4M |
| Capital Analysts, LLC | 0.59% | Add +1.7% | 238,667 | $13.2M |
| Orion Porfolio Solutions, LLC | 0.14% | Add +5.5% | 236,270 | $13.1M |
| Orion Portfolio Solutions, LLC | 0.14% | Add +5.5% | 236,270 | $13.1M |
| Bernardo Wealth Planning LLC | 3.49% | Add +2.2% | 233,543 | $13.0M |
| Howard Capital Management, LLC | 1.26% | Add +33.1% | 230,642 | $12.8M |
| Magnus Financial Group LLC | 1.44% | Add +4211.6% | 229,763 | $12.8M |
| Ellis Investment Partners, LLC | 2.65% | Add +9.3% | 225,806 | $12.5M |
| Waverly Advisors, LLC | 0.23% | Add +2347.6% | 215,043 | $11.9M |
| B. Riley Wealth Advisors, Inc. | 0.30% | Add +2807.4% | 214,102 | $11.9M |
| Second Half Financial Partners, LLC | 9.42% | Reduce -2.8% | 212,061 | $11.8M |
| Marquette Asset Management, LLC | 1.95% | New | 206,236 | $11.4M |
| Focus Partners Wealth | 0.04% | New | 199,115 | $11.1M |
| MBL Wealth, LLC | 1.23% | Add +77.2% | 197,735 | $11.0M |
| Wick Capital Partners, LLC | 3.75% | Add +3.8% | 194,603 | $10.8M |
| Mgo One Seven LLC | 0.51% | Reduce -2.4% | 192,051 | $10.7M |
| Cary Street Partners Asset Management LLC | 1.56% | Add +17.5% | 191,911 | $10.7M |
| West Michigan Advisors, LLC | 2.78% | Reduce -1.9% | 157,223 | $8.7M |
| FWG Holdings, LLC | 4.29% | Add +3.3% | 155,831 | $8.5M |
| Pine Valley Investments Ltd Liability Co | 0.63% | Add +0.5% | 153,026 | $8.5M |
| Renaissance Technologies | 0.01% | Add +25.1% | 152,036 | $8.4M |
| Argent Trust Co | 0.37% | Add +7.1% | 151,837 | $8.4M |
| Tradition Wealth Management, LLC | 0.81% | Add +253.2% | 150,394 | $8.3M |
| Childress Capital Advisors, LLC | 2.33% | Add +8.1% | 149,099 | $8.3M |
| Beacon Financial Advisory LLC | 3.06% | Add +16.6% | 147,573 | $8.2M |
| CIC Wealth, LLC | 2.24% | Add +7.2% | 146,710 | $8.1M |
| Cambridge Advisors Inc. | 1.87% | Add +4.2% | 145,142 | $8.1M |
| Stephens Inc. | 0.11% | Add +13.0% | 134,558 | $7.5M |
| Beta Wealth Group, Inc. | 3.45% | Reduce -0.8% | 131,299 | $7.3M |
| Coastal Bridge Advisors, LLC | 1.76% | Add +38.9% | 127,452 | $7.1M |
| Caerus Investment Advisors, LLC | 6.69% | Add +0.0% | 123,290 | $6.8M |
| Mach-1 Financial Group, LLC | 4.80% | Add +45.5% | 122,419 | $6.8M |
| U.S. Capital Wealth Advisors, LLC | 0.25% | Add +1.4% | 118,986 | $6.6M |
| Insigneo Advisory Services, LLC | 0.74% | Add +499.2% | 132,617 | $6.6M |
| Vienna Asset Management LLC | 5.43% | Add +51.9% | 118,201 | $6.6M |
| New England Private Wealth Advisors LLC | 1.12% | Add +3.1% | 115,829 | $6.4M |
| Assetmark, Inc. | 0.02% | Add +2.6% | 114,030 | $6.3M |
| Financial Partners Group, Inc | 0.99% | Add +7.1% | 112,638 | $6.3M |
| Beck Capital Management, LLC | 1.71% | Add +0.8% | 111,690 | $6.2M |
| Sandbox Financial Partners, LLC | 2.25% | Add +39.3% | 105,847 | $5.9M |
| Eagle Bluffs Wealth Management LLC | 3.41% | Add +5.7% | 105,501 | $5.9M |
| Prevail Innovative Wealth Advisors, LLC | 2.07% | Add +9.1% | 105,428 | $5.9M |
"% of holder's portfolio" is JEPQ's weight in each manager's 13F, not the share of JPM Nasdaq Equity Premium the manager owns.