JPM Nasdaq Equity PremiumJEPQETF
13F holders, Q4 2024 (December 31)756holders +144
104new positions
27sold out
3famous investors
$56.40avg. 13F price*
At the end of Q4 2024, 756 institutions reported holding JPM Nasdaq Equity Premium (JEPQ) in their 13F filings, up 144 from Q3 2024. 104 opened new positions and 27 sold out. The largest holders were JPMorgan Chase & Co. ($1.1B), Morgan Stanley ($938.5M) and LPL Financial LLC ($502.6M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPM Nasdaq Equity Premium
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q4 2024)
- CUSIP
- 46654Q203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $80.8M |
| Exits | 27 | $21.7M |
All 13F filers, Q3 2024 → Q4 2024: 18,592,394 shares bought and 3,704,256 shares sold, net +14,888,138 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 756 holders
| JPMorgan Chase & Co. | 0.09% | Add +16.1% | 20,256,020 | $1.1B |
| Morgan Stanley | 0.07% | Add +12.4% | 16,646,097 | $938.5M |
| LPL Financial LLC | 0.20% | Add +10.7% | 8,914,358 | $502.6M |
| Bank of America Corp. | 0.04% | Add +15.9% | 7,910,038 | $446.0M |
| Wells Fargo & Company | 0.08% | Add +9.6% | 5,695,705 | $321.1M |
| UBS Group AG | 0.05% | Add +3.4% | 3,699,651 | $208.6M |
| Envestnet Asset Management Inc. | 0.06% | Add +0.3% | 3,241,092 | $182.7M |
| Raymond James Financial Inc. | 0.06% | — | 3,098,168 | $174.7M |
| Royal Bank of Canada | 0.04% | Add +22.9% | 3,013,607 | $169.9M |
| Osaic Holdings, Inc. | 0.34% | Add +6.8% | 2,705,679 | $152.6M |
| RiverFront Investment Group, LLC | 3.17% | Add +6.0% | 2,472,046 | $139.4M |
| Commonwealth Equity Services, LLC | 0.17% | Add +19.6% | 2,075,752 | $117.0M |
| Ameriprise Financial Inc. | 0.03% | Add +49.8% | 2,018,272 | $113.5M |
| Private Advisor Group, LLC | 0.60% | Add +76.2% | 1,877,026 | $105.8M |
| Cetera Investment Advisers | 0.18% | Add +12.3% | 1,505,562 | $84.9M |
| Requisite Capital Management, LLC | 12.56% | Reduce -2.0% | 1,081,911 | $61.5M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +54.6% | 1,059,209 | $59.7M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Add +140.3% | 1,044,682 | $58.9M |
| MML Investors Services, LLC | 0.20% | Add +30.2% | 1,019,870 | $57.5M |
| Janney Montgomery Scott LLC | 0.15% | Add +4.8% | 974,244 | $54.9M |
| Hilton Capital Management, LLC | 4.52% | Reduce -11.7% | 926,687 | $52.2M |
| Capital Advisors Inc. | 0.98% | Add +7.5% | 872,987 | $49.2M |
| HighTower Advisors, LLC | 0.06% | Add +12.3% | 796,395 | $44.9M |
| Stifel Financial Corp. | 0.05% | Add +15.8% | 796,370 | $44.9M |
| Kestra Advisory Services, LLC | 0.24% | Add +12.1% | 775,831 | $43.7M |
| Cwm, LLC | 0.16% | Add +12.9% | 689,258 | $38.9M |
| Lebenthal Global Advisors, LLC | 6.62% | Reduce -24.4% | 642,560 | $36.2M |
| Apollon Wealth Management, LLC | 0.76% | Reduce -8.0% | 582,871 | $32.9M |
| Jane Street Group, LLC | 0.05% | Add +253.9% | 578,999 | $32.6M |
| Cary Street Partners Financial LLC | 0.96% | — | 523,027 | $29.5M |
| Marks Wealth, LLC | 14.11% | Add +1722.7% | 519,973 | $29.3M |
| Truist Financial Corp. | 0.05% | Reduce -14.6% | 515,240 | $29.0M |
| WNY Asset Management, LLC | 3.49% | Add +240.6% | 499,396 | $28.2M |
| Signature Estate & Investment Advisors LLC | 0.70% | Reduce -5.0% | 495,692 | $27.9M |
| Steward Partners Investment Advisory, LLC | 0.25% | Add +8.4% | 492,684 | $27.8M |
| Atria Wealth Solutions, Inc. | 0.30% | Add +13.9% | 480,014 | $27.1M |
| Equitable Holdings, Inc. | 0.26% | Add +3.3% | 479,799 | $27.1M |
| Baird Financial Group, Inc. | 0.05% | Add +4.4% | 465,535 | $26.2M |
| American Trust | 1.91% | Reduce -6.3% | 446,058 | $25.1M |
| Rockefeller Capital Management L.P. | 0.06% | Add +13.7% | 441,851 | $24.9M |
| Hilltop Wealth Advisors, LLC | 11.92% | Add +1.6% | 418,188 | $23.6M |
| Franklin Resources Inc. | 0.01% | Add +9.2% | 413,311 | $23.3M |
| Financially Speaking Inc | 15.55% | — | 405,964 | $22.9M |
| Mariner, LLC | 0.04% | Add +27.7% | 405,624 | $22.9M |
| James Reed Financial Services, Inc. | 23.29% | — | 395,989 | $22.3M |
| Robertson Stephens Wealth Management, LLC | 0.79% | Add +4.8% | 391,927 | $22.3M |
| SBI Securities Co., Ltd. | 0.64% | — | 367,469 | $20.7M |
| Great Valley Advisor Group, Inc. | 0.46% | Add +106.3% | 366,662 | $20.7M |
| NewEdge Advisors, LLC | 0.12% | Add +37.5% | 363,142 | $20.5M |
| Prime Capital Investment Advisors, LLC | 0.29% | Reduce -0.8% | 354,701 | $20.0M |
| Second Half Financial Partners, LLC | 9.34% | Add +66.3% | 339,186 | $19.1M |
| PSI Advisors, LLC | 5.64% | Add +12.6% | 337,379 | $19.0M |
| Independent Financial Group, LLC | 0.63% | Add +5.9% | 334,214 | $18.8M |
| Howard Capital Management, LLC | 0.29% | Add +29.9% | 333,605 | $18.8M |
| Cornerstone Advisory, LLC | 2.13% | Add +12.7% | 321,533 | $18.7M |
| MADDEN SECURITIES Corp | 7.46% | Add +8.3% | 330,869 | $18.7M |
| Lee Johnson Capital Management, LLC | 8.92% | Add +7.3% | 299,711 | $16.9M |
| Westwood Holdings Group Inc. | 0.13% | Reduce -12.3% | 297,752 | $16.8M |
| Marshall Financial Group, LLC | 4.06% | Add +3.4% | 297,301 | $16.8M |
| Graypoint LLC | 1.01% | Add +11.0% | 295,586 | $16.7M |
| Focus Partners Wealth | 0.04% | Add +107.1% | 274,175 | $15.5M |
| Two Sigma Investments, LP | 0.03% | New | 254,800 | $14.4M |
| Ellis Investment Partners, LLC | 2.81% | Add +9.2% | 252,743 | $14.2M |
| Kintra Wealth, LLC | 9.87% | Add +1.4% | 251,112 | $14.2M |
| Eldridge Investment Advisors, Inc. | 3.28% | Reduce -26.5% | 250,192 | $14.1M |
| Orion Porfolio Solutions, LLC | 0.13% | Reduce -3.5% | 235,522 | $13.3M |
| Orion Portfolio Solutions, LLC | 0.13% | Reduce -3.5% | 235,522 | $13.3M |
| Argent Trust Co | 0.54% | Add +0.5% | 234,142 | $13.2M |
| Independent Advisor Alliance | 0.17% | New | 231,669 | $13.1M |
| Wick Capital Partners, LLC | 3.79% | Add +17.7% | 228,109 | $12.9M |
| Susquehanna International Group, LLP | 0.02% | Reduce -71.5% | 223,788 | $12.6M |
| MBL Wealth, LLC | 1.25% | Add +5.5% | 220,844 | $12.5M |
| Marquette Asset Management, LLC | 1.98% | Add +2.5% | 214,624 | $12.1M |
| Childress Capital Advisors, LLC | 3.13% | Add +27.6% | 198,917 | $11.2M |
| Tradition Wealth Management, LLC | 0.99% | Add +24.9% | 198,576 | $11.2M |
| Centurion Wealth Management LLC | 3.40% | Add +3.1% | 192,548 | $10.9M |
| Waverly Advisors, LLC | 0.17% | Add +0.8% | 191,459 | $10.8M |
| &partners | 0.13% | Add +67.3% | 187,210 | $10.7M |
| Aventura Private Wealth, LLC | 5.62% | — | 185,221 | $10.4M |
| B. Riley Wealth Advisors, Inc. | 0.34% | Reduce -21.5% | 181,891 | $10.3M |
| Financial Partners Group, Inc | 1.50% | Add +26.6% | 182,599 | $10.3M |
| Renaissance Technologies | 0.02% | New | 182,300 | $10.3M |
| Cambridge Advisors Inc. | 2.23% | Add +15.1% | 177,466 | $10.0M |
| Pine Valley Investments Ltd Liability Co | 0.65% | Add +10.6% | 174,558 | $9.9M |
| HUB Investment Partners, LLC | 0.42% | Add +36.3% | 175,290 | $9.9M |
| Beacon Financial Advisory LLC | 3.17% | Add +8.5% | 172,945 | $9.8M |
| Prospera Financial Services Inc | 0.23% | Add +22.5% | 172,137 | $9.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +29.7% | 167,424 | $9.4M |
| Lighthouse Financial LLC | 7.53% | — | 164,355 | $9.3M |
| Mgo One Seven LLC | 0.35% | Reduce -38.1% | 160,133 | $9.0M |
| Coastal Bridge Advisors, LLC | 2.26% | Add +3.8% | 159,583 | $9.0M |
| FWG Holdings, LLC | 4.24% | Reduce -1.6% | 156,060 | $8.8M |
| ADG Wealth Management Group, LLC | 7.78% | — | 155,404 | $8.8M |
| Citadel Advisors | 0.01% | Add +8028.2% | 154,029 | $8.7M |
| Wealthfront Advisers LLC | 0.03% | Add +34.6% | 153,630 | $8.7M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +78.4% | 150,847 | $8.5M |
| Mountain Capital Investment Advisors Inc. | 1.74% | Add +15.4% | 146,527 | $8.4M |
| Avantax Advisory Services, Inc. | 0.05% | Add +12.8% | 143,728 | $8.1M |
| Beta Wealth Group, Inc. | 3.53% | Add +0.1% | 141,580 | $8.0M |
| Stephens Inc. | 0.11% | Add +10.7% | 140,869 | $7.9M |
"% of holder's portfolio" is JEPQ's weight in each manager's 13F, not the share of JPM Nasdaq Equity Premium the manager owns.