JPM Nasdaq Equity PremiumJEPQETF
13F holders, Q3 2025 (September 30)851holders +46
100new positions
50sold out
3famous investors
$57.46avg. 13F price*
At the end of Q3 2025, 851 institutions reported holding JPM Nasdaq Equity Premium (JEPQ) in their 13F filings, up 46 from Q2 2025. 100 opened new positions and 50 sold out. The largest holders were JPMorgan Chase & Co. ($1.6B), Morgan Stanley ($1.2B) and LPL Financial LLC ($822.2M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management'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 (Q3 2025)
- CUSIP
- 46654Q203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $83.8M |
| Exits | 50 | $102.6M |
All 13F filers, Q2 2025 → Q3 2025: 12,431,793 shares bought and 8,193,021 shares sold, net +4,238,772 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 851 holders
| JPMorgan Chase & Co. | 0.10% | Reduce -4.0% | 28,007,112 | $1.6B |
| Morgan Stanley | 0.07% | Add +6.2% | 21,098,943 | $1.2B |
| LPL Financial LLC | 0.24% | Add +9.0% | 14,293,858 | $822.2M |
| Bank of America Corp. | 0.05% | Add +5.8% | 11,788,272 | $678.1M |
| Wells Fargo & Company | 0.09% | Add +3.2% | 7,811,438 | $449.3M |
| Ameriprise Financial Inc. | 0.06% | Add +20.3% | 4,441,337 | $255.4M |
| Royal Bank of Canada | 0.04% | Add +3.6% | 3,954,335 | $227.5M |
| Raymond James Financial Inc. | 0.07% | Add +0.5% | 3,930,950 | $226.1M |
| Osaic Holdings, Inc. | 0.31% | Add +8.5% | 3,895,947 | $219.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +1.9% | 3,574,422 | $205.6M |
| UBS Group AG | 0.04% | Reduce -9.9% | 3,394,462 | $195.2M |
| Commonwealth Equity Services, LLC | 0.21% | Reduce -2.7% | 2,783,385 | $160.1M |
| Cetera Investment Advisers | 0.18% | Add +59.5% | 2,693,930 | $155.0M |
| RiverFront Investment Group, LLC | 2.66% | Add +2.1% | 2,630,714 | $151.4M |
| Allworth Financial LP | 0.51% | Add +2.9% | 1,988,980 | $114.4M |
| Stifel Financial Corp. | 0.07% | Add +5.9% | 1,377,448 | $79.2M |
| Jones Financial Companies LLLP | 0.05% | Add +44.1% | 1,302,995 | $74.6M |
| MML Investors Services, LLC | 0.18% | Reduce -4.6% | 1,165,507 | $67.0M |
| Janney Montgomery Scott LLC | 0.16% | Add +4.0% | 1,152,122 | $66.3M |
| Capital Advisors Inc. | 1.05% | Add +13.9% | 1,090,035 | $62.7M |
| Kestra Advisory Services, LLC | 0.29% | Add +13.1% | 1,089,958 | $62.7M |
| Hilton Capital Management, LLC | 4.96% | Reduce -6.9% | 1,065,469 | $61.3M |
| Rakuten Investment Management, Inc. | 0.21% | — | 1,013,700 | $58.2M |
| Private Advisor Group, LLC | 0.28% | Add +3.9% | 1,001,058 | $57.6M |
| HighTower Advisors, LLC | 0.06% | Add +0.6% | 904,374 | $52.0M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -30.5% | 834,892 | $47.9M |
| WNY Asset Management, LLC | 4.39% | Add +272.7% | 792,148 | $45.6M |
| Cwm, LLC | 0.13% | Add +10.1% | 776,572 | $44.7M |
| SBI Securities Co., Ltd. | 1.07% | Add +6.0% | 725,269 | $41.7M |
| Equitable Holdings, Inc. | 0.29% | Add +9.1% | 690,747 | $39.7M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +5.2% | 661,127 | $38.0M |
| Baird Financial Group, Inc. | 0.06% | Add +1.8% | 650,379 | $37.4M |
| Franklin Resources Inc. | 0.01% | Reduce -11.9% | 618,649 | $35.6M |
| Apollon Wealth Management, LLC | 0.63% | Reduce -20.9% | 612,128 | $35.2M |
| Cary Street Partners Financial LLC | 0.90% | Add +10.7% | 601,084 | $34.6M |
| Wealth Advisors of Iowa, LLC | 11.70% | Add +31.9% | 597,446 | $34.4M |
| Steward Partners Investment Advisory, LLC | 0.19% | Add +9.6% | 588,707 | $33.9M |
| Truist Financial Corp. | 0.05% | Add +6.9% | 587,709 | $33.8M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -3.0% | 587,162 | $33.8M |
| Signature Estate & Investment Advisors LLC | 0.72% | Reduce -0.2% | 584,162 | $33.6M |
| Mariner, LLC | 0.04% | Reduce -3.7% | 553,300 | $31.8M |
| NewEdge Advisors, LLC | 0.14% | Add +10.0% | 523,474 | $30.1M |
| Lebenthal Global Advisors, LLC | 5.13% | Reduce -40.0% | 509,865 | $29.3M |
| Great Valley Advisor Group, Inc. | 0.58% | Add +3.2% | 504,133 | $29.0M |
| PSI Advisors, LLC | 7.00% | New | 468,632 | $27.0M |
| Magnus Financial Group LLC | 2.09% | Add +1.9% | 459,402 | $26.4M |
| Focus Partners Wealth | 0.04% | Add +10.1% | 420,726 | $24.2M |
| James Reed Financial Services, Inc. | 21.30% | Reduce -3.5% | 412,977 | $23.8M |
| Cornerstone Advisory, LLC | 2.13% | Add +0.3% | 377,725 | $21.7M |
| Westwood Holdings Group Inc. | 0.14% | Add +4.4% | 334,577 | $19.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +21.8% | 327,211 | $18.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +12.2% | 322,514 | $18.6M |
| Prime Capital Investment Advisors, LLC | 0.23% | Reduce -1.6% | 318,206 | $18.3M |
| Aventura Private Wealth, LLC | 6.60% | Reduce -3.2% | 311,036 | $17.9M |
| HUB Investment Partners, LLC | 0.62% | Add +19.4% | 294,663 | $16.9M |
| Traynor Capital Management, Inc. | 0.90% | Add +12.4% | 271,586 | $15.6M |
| Independent Financial Group, LLC | 0.37% | Reduce -4.6% | 270,093 | $15.5M |
| Wealthfront Advisers LLC | 0.04% | Reduce -2.3% | 266,838 | $15.3M |
| &partners | 0.10% | Add +5.8% | 266,393 | $15.3M |
| Waverly Advisors, LLC | 0.15% | Add +6.6% | 263,227 | $15.1M |
| Ellis Investment Partners, LLC | 2.72% | Reduce -2.7% | 261,906 | $15.1M |
| Financial Partners Group, Inc | 1.86% | Add +3.3% | 259,195 | $14.9M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -0.3% | 252,190 | $14.5M |
| Centurion Wealth Management LLC | 3.23% | Add +5.3% | 245,925 | $14.1M |
| MADDEN SECURITIES Corp | 4.34% | Reduce -35.0% | 245,467 | $14.1M |
| Kingsview Wealth Management, LLC | 0.21% | Add +50.6% | 242,694 | $14.0M |
| Bernardo Wealth Planning LLC | 2.58% | Add +59.5% | 228,771 | $13.2M |
| Pine Valley Investments Ltd Liability Co | 0.68% | Add +5.8% | 226,778 | $13.0M |
| Kintra Wealth, LLC | 7.22% | Add +0.6% | 222,590 | $12.8M |
| Argent Trust Co | 0.45% | Reduce -12.0% | 218,350 | $12.6M |
| Sheets Smith Investment Management | 7.75% | Add +148.0% | 207,747 | $11.9M |
| Cambridge Advisors Inc. | 2.33% | Add +13.9% | 206,939 | $11.9M |
| Prospera Financial Services Inc | 0.20% | Add +0.9% | 204,700 | $11.8M |
| Gries Financial LLC | 1.86% | Add +177.3% | 204,022 | $11.7M |
| Kestra Private Wealth Services, LLC | 0.15% | Reduce -3.8% | 203,664 | $11.7M |
| Rothschild Investment LLC | 0.66% | Add +1.0% | 203,299 | $11.7M |
| Eldridge Investment Advisors, Inc. | 2.65% | Reduce -19.6% | 204,188 | $11.7M |
| Mountain Capital Investment Advisors Inc. | 2.05% | Add +14.8% | 203,638 | $11.6M |
| Summit Financial, LLC | 0.17% | New | 194,634 | $11.2M |
| Compass Financial Services Inc | 4.94% | Add +11.7% | 193,941 | $11.2M |
| Beacon Financial Advisory LLC | 2.54% | Add +2.4% | 190,453 | $11.0M |
| Apexium Financial, LP | 0.53% | Add +8.7% | 189,285 | $10.9M |
| Three Magnolias Financial Advisors, LLC | 6.62% | Add +12.5% | 185,008 | $10.6M |
| Two Sigma Investments, LP | 0.02% | Reduce -55.4% | 180,300 | $10.4M |
| Venture Visionary Partners LLC | 0.35% | Add +4.8% | 175,393 | $10.1M |
| AdvisorNet Financial, Inc | 0.57% | Add +7.3% | 174,716 | $10.0M |
| Mgo One Seven LLC | 0.23% | Reduce -0.2% | 172,424 | $9.9M |
| U.S. Capital Wealth Advisors, LLC | 0.27% | Add +0.9% | 171,988 | $9.9M |
| Wick Capital Partners, LLC | 2.30% | Add +183.3% | 167,681 | $9.6M |
| Lighthouse Financial LLC | 6.26% | Reduce -2.2% | 164,935 | $9.5M |
| Comerica Bank | 0.04% | Add +6.8% | 162,738 | $9.4M |
| Coastal Bridge Advisors, LLC | 0.69% | Reduce -1.2% | 159,131 | $9.2M |
| Childress Capital Advisors, LLC | 1.62% | Add +4.3% | 153,980 | $8.9M |
| Morse Asset Management, Inc | 1.76% | Add +5.9% | 151,753 | $8.7M |
| Stephens Inc. | 0.11% | Reduce -5.2% | 151,207 | $8.7M |
| Vienna Asset Management LLC | 4.99% | Reduce -27.0% | 145,425 | $8.4M |
| ADG Wealth Management Group, LLC | 6.64% | Reduce -4.5% | 145,369 | $8.4M |
| Lee Johnson Capital Management, LLC | 2.76% | Reduce -64.1% | 144,212 | $8.3M |
| Cornerstone Wealth Management, LLC | 0.46% | Add +1738.1% | 143,500 | $8.3M |
| Principle Wealth Partners LLC | 0.48% | Add +0.4% | 142,672 | $8.2M |
"% of holder's portfolio" is JEPQ's weight in each manager's 13F, not the share of JPM Nasdaq Equity Premium the manager owns.