JPM Nasdaq Equity PremiumJEPQETF
13F holders, Q1 2025 (March 31)786holders +30
96new positions
58sold out
4famous investors
$51.78avg. 13F price*
At the end of Q1 2025, 786 institutions reported holding JPM Nasdaq Equity Premium (JEPQ) in their 13F filings, up 30 from Q4 2024. 96 opened new positions and 58 sold out. The largest holders were JPMorgan Chase & Co. ($1.1B), Morgan Stanley ($1.0B) and LPL Financial LLC ($561.9M). 4 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 (Q1 2025)
- CUSIP
- 46654Q203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $110.6M |
| Exits | 58 | $80.1M |
All 13F filers, Q4 2024 → Q1 2025: 25,012,223 shares bought and 6,314,093 shares sold, net +18,698,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 786 holders
| JPMorgan Chase & Co. | 0.09% | Add +9.3% | 22,135,873 | $1.1B |
| Morgan Stanley | 0.07% | Add +17.3% | 19,517,902 | $1.0B |
| LPL Financial LLC | 0.22% | Add +21.7% | 10,851,065 | $561.9M |
| Bank of America Corp. | 0.04% | Add +21.4% | 9,603,531 | $497.3M |
| Wells Fargo & Company | 0.09% | Add +19.4% | 6,798,780 | $352.0M |
| Raymond James Financial Inc. | 0.07% | Add +23.3% | 3,818,537 | $197.7M |
| UBS Group AG | 0.04% | Reduce -0.8% | 3,669,846 | $190.0M |
| Envestnet Asset Management Inc. | 0.06% | Add +4.4% | 3,382,816 | $175.2M |
| Osaic Holdings, Inc. | 0.38% | Add +20.5% | 3,259,412 | $168.8M |
| Ameriprise Financial Inc. | 0.04% | Add +58.4% | 3,196,909 | $165.4M |
| Royal Bank of Canada | 0.04% | Add +2.2% | 3,080,536 | $159.5M |
| Commonwealth Equity Services, LLC | 0.20% | Add +32.2% | 2,743,400 | $142.1M |
| RiverFront Investment Group, LLC | 2.92% | Add +2.4% | 2,530,980 | $131.1M |
| Allworth Financial LP | 0.53% | Add +78192.0% | 1,851,606 | $93.7M |
| Cetera Investment Advisers | 0.16% | Add +5.4% | 1,586,218 | $82.1M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +14.2% | 1,209,337 | $62.6M |
| Requisite Capital Management, LLC | 13.54% | Add +7.1% | 1,158,366 | $60.0M |
| MML Investors Services, LLC | 0.19% | Add +9.7% | 1,119,113 | $57.9M |
| Janney Montgomery Scott LLC | 0.16% | Add +11.3% | 1,084,435 | $56.2M |
| Private Advisor Group, LLC | 0.33% | Reduce -44.3% | 1,045,756 | $54.1M |
| Apollon Wealth Management, LLC | 1.15% | Add +73.8% | 1,013,022 | $52.5M |
| Avantax Advisory Services, Inc. | 0.30% | Add +574.4% | 969,244 | $50.2M |
| Hilton Capital Management, LLC | 4.12% | Add +1.0% | 936,210 | $48.5M |
| Capital Advisors Inc. | 0.96% | Add +7.2% | 935,386 | $48.4M |
| Stifel Financial Corp. | 0.05% | Add +16.2% | 925,047 | $47.9M |
| Kestra Advisory Services, LLC | 0.21% | Add +8.8% | 843,690 | $43.7M |
| HighTower Advisors, LLC | 0.06% | Add +4.9% | 835,765 | $43.3M |
| Cwm, LLC | 0.15% | Add +4.8% | 722,269 | $37.4M |
| Lebenthal Global Advisors, LLC | 6.98% | Add +12.0% | 719,523 | $37.3M |
| Truist Financial Corp. | 0.06% | Add +31.1% | 675,473 | $35.0M |
| Atria Wealth Solutions, Inc. | 0.38% | Add +26.7% | 608,159 | $31.5M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -43.4% | 591,338 | $30.6M |
| Steward Partners Investment Advisory, LLC | 0.27% | Add +19.3% | 587,634 | $30.4M |
| Rockefeller Capital Management L.P. | 0.07% | Add +31.6% | 581,471 | $30.1M |
| Equitable Holdings, Inc. | 0.28% | Add +18.6% | 569,139 | $29.5M |
| Baird Financial Group, Inc. | 0.06% | Add +20.3% | 560,169 | $29.0M |
| Teamwork Financial Advisors, LLC | 3.98% | Add +660.4% | 558,428 | $28.9M |
| SBI Securities Co., Ltd. | 0.91% | Add +43.9% | 528,776 | $27.4M |
| Mariner, LLC | 0.05% | Add +30.3% | 528,572 | $27.4M |
| Cary Street Partners Financial LLC | 0.84% | Reduce -1.8% | 513,689 | $26.6M |
| Susquehanna International Group, LLP | 0.04% | Add +118.1% | 487,987 | $25.3M |
| Signature Estate & Investment Advisors LLC | 0.66% | Reduce -2.1% | 485,351 | $25.1M |
| Jones Financial Companies LLLP | 0.02% | New | 473,330 | $24.5M |
| Hilltop Wealth Advisors, LLC | 12.76% | Add +4.3% | 436,283 | $22.6M |
| Great Valley Advisor Group, Inc. | 0.47% | Add +15.7% | 424,148 | $22.0M |
| Franklin Resources Inc. | 0.01% | Add +2.4% | 423,236 | $21.9M |
| WNY Asset Management, LLC | 2.56% | Reduce -16.8% | 415,327 | $21.5M |
| James Reed Financial Services, Inc. | 22.77% | Reduce -0.4% | 394,492 | $20.4M |
| PSI Advisors, LLC | 6.57% | Add +15.6% | 390,008 | $20.2M |
| Howard Capital Management, LLC | 0.49% | Add +12.9% | 376,654 | $19.5M |
| MADDEN SECURITIES Corp | 7.50% | Add +12.8% | 373,089 | $19.3M |
| Prime Capital Investment Advisors, LLC | 0.22% | Add +3.6% | 367,326 | $19.0M |
| Cornerstone Advisory, LLC | 2.11% | Add +9.6% | 352,442 | $18.1M |
| Graypoint LLC | 0.98% | Add +2.9% | 304,267 | $15.8M |
| Focus Partners Wealth | 0.04% | Add +10.8% | 303,851 | $15.7M |
| Second Half Financial Partners, LLC | 7.78% | Reduce -10.7% | 302,891 | $15.7M |
| Marshall Financial Group, LLC | 3.38% | Add +0.7% | 299,242 | $15.5M |
| Westwood Holdings Group Inc. | 0.12% | Add +0.2% | 298,283 | $15.4M |
| Independent Financial Group, LLC | 0.53% | Reduce -11.2% | 296,908 | $15.4M |
| Lee Johnson Capital Management, LLC | 8.13% | Reduce -1.0% | 296,714 | $15.4M |
| NewEdge Advisors, LLC | 0.09% | Reduce -19.0% | 294,175 | $15.2M |
| B&D White Capital Company, LLC | 2.20% | New | 287,752 | $14.9M |
| B. Riley Wealth Advisors, Inc. | 0.43% | Add +49.8% | 272,486 | $14.1M |
| Ellis Investment Partners, LLC | 2.82% | Add +4.4% | 263,883 | $13.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +55.3% | 259,967 | $13.5M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +6.0% | 249,572 | $12.9M |
| Orion Portfolio Solutions, LLC | 0.13% | Add +6.0% | 249,572 | $12.9M |
| Eldridge Investment Advisors, Inc. | 2.92% | Reduce -2.0% | 245,111 | $12.7M |
| Aventura Private Wealth, LLC | 6.63% | Add +31.9% | 244,268 | $12.6M |
| Argent Trust Co | 0.51% | Add +1.5% | 237,712 | $12.3M |
| Waverly Advisors, LLC | 0.15% | Add +23.7% | 236,868 | $12.3M |
| Kintra Wealth, LLC | 7.87% | Reduce -10.2% | 225,427 | $11.7M |
| MBL Wealth, LLC | 1.18% | Add +1.9% | 225,089 | $11.7M |
| Financial Partners Group, Inc | 1.76% | Add +20.5% | 220,062 | $11.4M |
| Compass Financial Services Inc | 5.98% | Add +300.4% | 219,931 | $11.4M |
| HUB Investment Partners, LLC | 0.46% | Add +24.7% | 218,619 | $11.3M |
| GWN Securities Inc. | 0.64% | Add +1352.0% | 214,925 | $11.3M |
| Tradition Wealth Management, LLC | 0.99% | Add +9.1% | 216,570 | $11.2M |
| Wealthfront Advisers LLC | 0.03% | Add +39.7% | 214,689 | $11.1M |
| Centurion Wealth Management LLC | 3.40% | No change | 192,548 | $10.9M |
| Marquette Asset Management, LLC | 1.90% | Reduce -2.7% | 208,738 | $10.8M |
| Pine Valley Investments Ltd Liability Co | 0.69% | Add +18.5% | 206,830 | $10.7M |
| Wick Capital Partners, LLC | 3.14% | Reduce -11.1% | 202,755 | $10.5M |
| Prospera Financial Services Inc | 0.22% | Add +9.7% | 188,861 | $9.8M |
| &partners | 0.10% | Add +0.8% | 188,759 | $9.8M |
| Cambridge Advisors Inc. | 2.09% | Add +3.7% | 184,019 | $9.5M |
| U.S. Capital Wealth Advisors, LLC | 0.29% | Add +59.5% | 183,948 | $9.5M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +19.3% | 179,938 | $9.3M |
| Childress Capital Advisors, LLC | 2.69% | Reduce -9.8% | 179,483 | $9.3M |
| Beacon Financial Advisory LLC | 2.79% | Add +2.9% | 177,959 | $9.2M |
| Mountain Capital Investment Advisors Inc. | 1.97% | Add +23.8% | 181,391 | $9.2M |
| Lighthouse Financial LLC | 7.68% | Add +4.5% | 171,776 | $8.9M |
| Vienna Asset Management LLC | 6.92% | Add +24.8% | 169,419 | $8.8M |
| Mgo One Seven LLC | 0.34% | Add +4.8% | 167,898 | $8.7M |
| Advisor Resource Council | 0.70% | New | 176,283 | $8.7M |
| Coastal Bridge Advisors, LLC | 1.18% | Add +0.2% | 159,935 | $8.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +90.6% | 156,795 | $8.1M |
| FWG Holdings, LLC | 3.96% | Add +0.4% | 156,729 | $8.0M |
| NFSG Corp | 1.93% | Add +50.1% | 153,794 | $8.0M |
| Stephens Inc. | 0.11% | Add +0.8% | 141,928 | $7.3M |
"% of holder's portfolio" is JEPQ's weight in each manager's 13F, not the share of JPM Nasdaq Equity Premium the manager owns.