JPM Nasdaq Equity PremiumJEPQETF
13F holders, Q2 2025 (June 30)805holders +19
91new positions
67sold out
3famous investors
$54.44avg. 13F price*
At the end of Q2 2025, 805 institutions reported holding JPM Nasdaq Equity Premium (JEPQ) in their 13F filings, up 19 from Q1 2025. 91 opened new positions and 67 sold out. The largest holders were JPMorgan Chase & Co. ($1.6B), Morgan Stanley ($1.1B) and LPL Financial LLC ($713.2M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPM Nasdaq Equity Premium
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2025)
- CUSIP
- 46654Q203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $73.4M |
| Exits | 67 | $121.4M |
All 13F filers, Q1 2025 → Q2 2025: 23,748,410 shares bought and 7,083,879 shares sold, net +16,664,531 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 805 holders
| JPMorgan Chase & Co. | 0.11% | Add +31.8% | 29,163,134 | $1.6B |
| Morgan Stanley | 0.07% | Add +1.8% | 19,871,597 | $1.1B |
| LPL Financial LLC | 0.24% | Add +20.8% | 13,109,446 | $713.2M |
| Bank of America Corp. | 0.05% | Add +16.0% | 11,136,811 | $605.8M |
| Wells Fargo & Company | 0.09% | Add +11.3% | 7,569,893 | $411.8M |
| Raymond James Financial Inc. | 0.07% | Add +2.5% | 3,913,522 | $212.9M |
| Royal Bank of Canada | 0.04% | Add +23.9% | 3,816,460 | $207.6M |
| UBS Group AG | 0.04% | Add +2.7% | 3,767,295 | $204.9M |
| Ameriprise Financial Inc. | 0.05% | Add +15.5% | 3,693,167 | $201.0M |
| Osaic Holdings, Inc. | 0.35% | Add +10.1% | 3,589,375 | $195.3M |
| Envestnet Asset Management Inc. | 0.06% | Add +3.6% | 3,506,075 | $190.7M |
| Commonwealth Equity Services, LLC | 0.21% | Add +4.2% | 2,859,312 | $155.5M |
| RiverFront Investment Group, LLC | 2.73% | Add +1.8% | 2,575,311 | $140.1M |
| Allworth Financial LP | 0.50% | Add +4.3% | 1,932,166 | $105.1M |
| Cetera Investment Advisers | 0.16% | Add +6.5% | 1,689,508 | $91.9M |
| Stifel Financial Corp. | 0.07% | Add +40.6% | 1,300,787 | $70.8M |
| MML Investors Services, LLC | 0.19% | Add +9.2% | 1,221,602 | $66.5M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -0.7% | 1,201,435 | $65.1M |
| Hilton Capital Management, LLC | 4.97% | Add +22.2% | 1,144,011 | $62.2M |
| Janney Montgomery Scott LLC | 0.16% | Add +2.1% | 1,107,341 | $60.2M |
| Avantax Advisory Services, Inc. | 0.31% | Add +6.2% | 1,029,437 | $56.0M |
| Private Advisor Group, LLC | 0.28% | Reduce -7.8% | 963,904 | $52.4M |
| Kestra Advisory Services, LLC | 0.26% | Add +14.2% | 963,763 | $52.4M |
| Capital Advisors Inc. | 0.93% | Add +2.3% | 956,848 | $52.1M |
| Jones Financial Companies LLLP | 0.04% | Add +91.0% | 904,300 | $49.1M |
| HighTower Advisors, LLC | 0.06% | Add +7.6% | 899,076 | $48.9M |
| Lebenthal Global Advisors, LLC | 8.63% | Add +18.0% | 849,349 | $46.2M |
| Apollon Wealth Management, LLC | 0.83% | Reduce -23.6% | 774,032 | $42.1M |
| Cwm, LLC | 0.14% | Reduce -2.4% | 705,084 | $38.4M |
| Franklin Resources Inc. | 0.01% | Add +66.0% | 702,445 | $38.2M |
| SBI Securities Co., Ltd. | 1.07% | Add +29.4% | 683,996 | $37.2M |
| Baird Financial Group, Inc. | 0.06% | Add +14.1% | 639,032 | $34.8M |
| Equitable Holdings, Inc. | 0.28% | Add +11.3% | 633,262 | $34.4M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +6.3% | 628,401 | $34.2M |
| Rockefeller Capital Management L.P. | 0.07% | Add +4.2% | 605,657 | $33.5M |
| Signature Estate & Investment Advisors LLC | 0.73% | Add +20.6% | 585,233 | $31.8M |
| Mariner, LLC | 0.05% | Add +8.7% | 574,739 | $31.3M |
| Truist Financial Corp. | 0.04% | Reduce -18.6% | 549,804 | $29.9M |
| Cary Street Partners Financial LLC | 0.83% | Add +5.7% | 543,050 | $29.5M |
| Steward Partners Investment Advisory, LLC | 0.23% | Reduce -8.6% | 537,143 | $29.2M |
| Great Valley Advisor Group, Inc. | 0.59% | Add +15.2% | 488,640 | $26.6M |
| NewEdge Advisors, LLC | 0.13% | Add +61.8% | 475,953 | $25.9M |
| Hilltop Wealth Advisors, LLC | 14.23% | Add +6.8% | 465,775 | $25.3M |
| Howard Capital Management, LLC | 0.37% | Add +21.7% | 458,264 | $24.9M |
| Wealth Advisors of Iowa, LLC | 9.21% | Add +536.0% | 453,041 | $24.6M |
| Quadrature Capital Ltd | 0.42% | Add +4392.6% | 452,088 | $24.6M |
| Teamwork Financial Advisors, LLC | 3.01% | Reduce -19.2% | 451,024 | $24.5M |
| Magnus Financial Group LLC | 2.16% | Add +541.1% | 450,808 | $24.5M |
| James Reed Financial Services, Inc. | 21.12% | Add +8.4% | 427,767 | $23.3M |
| Two Sigma Investments, LP | 0.04% | Add +1932.2% | 404,400 | $22.0M |
| Lee Johnson Capital Management, LLC | 7.52% | Add +35.3% | 401,531 | $21.8M |
| Susquehanna International Group, LLP | 0.03% | Reduce -20.6% | 387,429 | $21.1M |
| Focus Partners Wealth | 0.05% | Add +25.8% | 382,228 | $20.8M |
| MADDEN SECURITIES Corp | 7.01% | Add +1.2% | 377,556 | $20.5M |
| Cornerstone Advisory, LLC | 2.20% | Add +6.8% | 376,601 | $20.5M |
| Atria Wealth Solutions, Inc. | 0.41% | Reduce -45.3% | 332,834 | $18.1M |
| Prime Capital Investment Advisors, LLC | 0.23% | Reduce -12.0% | 323,218 | $17.6M |
| Aventura Private Wealth, LLC | 7.57% | Add +31.6% | 321,411 | $17.5M |
| Westwood Holdings Group Inc. | 0.13% | Add +7.4% | 320,418 | $17.4M |
| Marshall Financial Group, LLC | 3.33% | Add +5.0% | 314,165 | $17.0M |
| PNC Financial Services Group, Inc. | 0.01% | Add +10.6% | 287,571 | $15.6M |
| Independent Financial Group, LLC | 0.42% | Reduce -4.6% | 283,161 | $15.4M |
| Wealthfront Advisers LLC | 0.04% | Add +27.3% | 273,244 | $14.9M |
| Marshall Wace, LLP | 0.02% | New | 271,414 | $14.8M |
| Ellis Investment Partners, LLC | 2.85% | Add +2.0% | 269,227 | $14.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +71.3% | 268,571 | $14.6M |
| Graypoint LLC | 0.79% | Reduce -14.9% | 258,959 | $14.1M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +1.4% | 252,941 | $13.8M |
| Eldridge Investment Advisors, Inc. | 2.86% | Add +3.7% | 254,129 | $13.7M |
| &partners | 0.11% | Add +33.3% | 251,698 | $13.7M |
| Financial Partners Group, Inc | 1.89% | Add +14.1% | 250,976 | $13.7M |
| Argent Trust Co | 0.51% | Add +4.3% | 248,026 | $13.5M |
| Waverly Advisors, LLC | 0.15% | Add +4.3% | 246,970 | $13.4M |
| HUB Investment Partners, LLC | 0.47% | Add +12.9% | 246,772 | $13.4M |
| Traynor Capital Management, Inc. | 0.92% | Add +253.0% | 241,619 | $13.0M |
| Centurion Wealth Management LLC | 3.64% | Add +21.3% | 233,630 | $12.7M |
| Tradition Wealth Management, LLC | 0.97% | Add +3.3% | 223,689 | $12.2M |
| Kintra Wealth, LLC | 7.25% | Reduce -1.8% | 221,366 | $12.0M |
| Pine Valley Investments Ltd Liability Co | 0.69% | Add +3.7% | 214,409 | $11.7M |
| WNY Asset Management, LLC | 1.27% | Reduce -48.8% | 212,524 | $11.6M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +17.6% | 211,671 | $11.5M |
| Prospera Financial Services Inc | 0.21% | Add +7.5% | 202,930 | $11.0M |
| Rothschild Investment LLC | 0.69% | Add +194.9% | 201,234 | $10.9M |
| Vienna Asset Management LLC | 7.47% | Add +17.6% | 199,311 | $10.8M |
| Beacon Financial Advisory LLC | 2.62% | Add +4.5% | 186,009 | $10.1M |
| Cambridge Advisors Inc. | 2.07% | Reduce -1.3% | 181,623 | $9.9M |
| Mountain Capital Investment Advisors Inc. | 1.83% | Reduce -2.2% | 177,397 | $9.5M |
| Apexium Financial, LP | 0.50% | Add +45.8% | 174,161 | $9.5M |
| Compass Financial Services Inc | 4.57% | Reduce -21.1% | 173,629 | $9.4M |
| Mgo One Seven LLC | 0.30% | Add +2.9% | 172,809 | $9.4M |
| U.S. Capital Wealth Advisors, LLC | 0.27% | Reduce -7.3% | 170,431 | $9.3M |
| Lighthouse Financial LLC | 7.02% | Reduce -1.8% | 168,654 | $9.2M |
| Venture Visionary Partners LLC | 0.34% | Add +60.6% | 167,391 | $9.1M |
| Three Magnolias Financial Advisors, LLC | 6.23% | Add +44.4% | 164,495 | $8.9M |
| Wick Capital Partners, LLC | 2.32% | Reduce -70.8% | 59,186 | $8.9M |
| AdvisorNet Financial, Inc | 0.57% | Add +146.6% | 162,880 | $8.9M |
| Kingsview Wealth Management, LLC | 0.15% | Add +21.1% | 161,199 | $8.8M |
| Coastal Bridge Advisors, LLC | 0.73% | Add +0.7% | 161,006 | $8.8M |
| Stephens Inc. | 0.12% | Add +12.4% | 159,558 | $8.7M |
| MBL Wealth, LLC | 0.81% | Reduce -31.2% | 154,849 | $8.4M |
"% of holder's portfolio" is JEPQ's weight in each manager's 13F, not the share of JPM Nasdaq Equity Premium the manager owns.