JPM Nasdaq Equity PremiumJEPQETF
13F holders, Q4 2025 (December 31)941holders +90
90new positions
56sold out
3famous investors
$58.13avg. 13F price*
At the end of Q4 2025, 941 institutions reported holding JPM Nasdaq Equity Premium (JEPQ) in their 13F filings, up 90 from Q3 2025. 90 opened new positions and 56 sold out. The largest holders were JPMorgan Chase & Co. ($1.4B), Morgan Stanley ($1.3B) and LPL Financial LLC ($865.0M). 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 Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- JPM Nasdaq Equity Premium
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q4 2025)
- CUSIP
- 46654Q203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $53.6M |
| Exits | 56 | $88.3M |
All 13F filers, Q3 2025 → Q4 2025: 11,151,350 shares bought and 8,972,371 shares sold, net +2,178,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 941 holders
| JPMorgan Chase & Co. | 0.09% | Reduce -15.5% | 23,671,381 | $1.4B |
| Morgan Stanley | 0.08% | Add +6.7% | 22,507,866 | $1.3B |
| LPL Financial LLC | 0.24% | Add +4.1% | 14,883,554 | $865.0M |
| Bank of America Corp. | 0.05% | Add +8.1% | 12,745,418 | $740.8M |
| Wells Fargo & Company | 0.09% | Add +4.9% | 8,195,365 | $476.3M |
| Ameriprise Financial Inc. | 0.07% | Add +13.5% | 5,039,267 | $292.8M |
| Royal Bank of Canada | 0.04% | Add +3.4% | 4,088,702 | $237.6M |
| Raymond James Financial Inc. | 0.07% | Add +0.2% | 3,937,400 | $228.8M |
| Osaic Holdings, Inc. | 0.33% | Reduce -0.6% | 3,874,499 | $225.2M |
| UBS Group AG | 0.04% | Add +0.9% | 3,423,625 | $199.0M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -5.2% | 3,388,639 | $196.9M |
| Commonwealth Equity Services, LLC | 0.22% | Add +3.2% | 2,872,597 | $167.0M |
| Cetera Investment Advisers | 0.18% | Add +5.1% | 2,831,490 | $164.6M |
| Allworth Financial LP | 0.49% | Add +2.7% | 2,042,274 | $118.7M |
| RiverFront Investment Group, LLC | 1.88% | Reduce -25.4% | 1,961,662 | $114.0M |
| Equitable Holdings, Inc. | 0.76% | Add +178.3% | 1,922,556 | $111.7M |
| Jones Financial Companies LLLP | 0.06% | Add +31.6% | 1,714,156 | $99.6M |
| MML Investors Services, LLC | 0.19% | Add +15.3% | 1,343,676 | $78.1M |
| Stifel Financial Corp. | 0.07% | Reduce -7.6% | 1,272,889 | $74.0M |
| Kestra Advisory Services, LLC | 0.28% | Add +5.4% | 1,148,691 | $66.8M |
| Capital Advisors Inc. | 1.05% | Add +2.9% | 1,121,601 | $65.2M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -2.8% | 1,119,736 | $65.1M |
| Hilton Capital Management, LLC | 4.68% | Add +0.4% | 1,070,046 | $62.2M |
| Private Advisor Group, LLC | 0.28% | Add +0.9% | 1,010,618 | $58.7M |
| HighTower Advisors, LLC | 0.05% | Reduce -7.0% | 840,622 | $48.9M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +24.9% | 825,450 | $48.0M |
| Cwm, LLC | 0.13% | Add +6.1% | 823,751 | $47.9M |
| SBI Securities Co., Ltd. | 1.10% | Add +1.8% | 737,969 | $42.9M |
| Mariner, LLC | 0.05% | Add +19.7% | 662,314 | $38.5M |
| Baird Financial Group, Inc. | 0.06% | Add +1.4% | 659,374 | $38.3M |
| Rockefeller Capital Management L.P. | 0.07% | Add +11.9% | 657,148 | $38.2M |
| Wealth Advisors of Iowa, LLC | 11.81% | Add +3.6% | 618,962 | $36.0M |
| Steward Partners Investment Advisory, LLC | 0.20% | Add +4.1% | 612,639 | $35.6M |
| Apollon Wealth Management, LLC | 0.62% | Reduce -0.0% | 611,979 | $35.6M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -28.0% | 601,260 | $35.4M |
| Signature Estate & Investment Advisors LLC | 0.69% | Add +0.9% | 589,440 | $34.3M |
| Franklin Resources Inc. | 0.01% | Reduce -4.8% | 588,942 | $34.2M |
| Cary Street Partners Financial LLC | 0.85% | Reduce -2.0% | 588,774 | $34.2M |
| Truist Financial Corp. | 0.04% | Reduce -1.6% | 578,402 | $33.6M |
| Great Valley Advisor Group, Inc. | 0.59% | Add +4.5% | 526,978 | $30.6M |
| Lebenthal Global Advisors, LLC | 4.64% | Add +1.5% | 517,512 | $30.1M |
| NewEdge Advisors, LLC | 0.11% | Reduce -2.3% | 511,360 | $29.7M |
| PSI Advisors, LLC | 7.25% | Add +6.0% | 496,715 | $28.9M |
| Magnus Financial Group LLC | 2.08% | Add +1.7% | 467,341 | $27.2M |
| Focus Partners Wealth | 0.03% | Add +6.1% | 446,570 | $26.0M |
| James Reed Financial Services, Inc. | 20.49% | Add +6.5% | 439,846 | $25.6M |
| Cornerstone Advisory, LLC | 2.14% | Add +2.1% | 385,776 | $22.4M |
| SageGuard Financial Group, LLC | 3.39% | — | 366,313 | $21.3M |
| HUB Investment Partners, LLC | 0.57% | Add +21.9% | 359,246 | $20.9M |
| PNC Financial Services Group, Inc. | 0.01% | Add +9.7% | 353,775 | $20.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.2% | 337,822 | $19.6M |
| Westwood Holdings Group Inc. | 0.16% | Add +0.2% | 335,097 | $19.5M |
| Independent Financial Group, LLC | 0.41% | Add +17.9% | 318,348 | $18.5M |
| Traynor Capital Management, Inc. | 1.02% | Add +17.0% | 317,764 | $18.5M |
| Prime Capital Investment Advisors, LLC | 0.22% | Reduce -1.8% | 312,367 | $18.2M |
| Aventura Private Wealth, LLC | 6.33% | Reduce -2.6% | 302,951 | $17.6M |
| Kingsview Wealth Management, LLC | 0.25% | Add +23.6% | 300,051 | $17.4M |
| Wealthfront Advisers LLC | 0.04% | Add +9.9% | 293,227 | $17.0M |
| Waverly Advisors, LLC | 0.14% | Add +9.9% | 289,236 | $16.8M |
| Cerity Partners LLC | 0.02% | Add +371.4% | 276,324 | $16.1M |
| &partners | 0.08% | Reduce -1.3% | 262,881 | $15.3M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +4.1% | 262,420 | $15.3M |
| Centurion Wealth Management LLC | 3.22% | Add +2.4% | 251,902 | $14.6M |
| Pine Valley Investments Ltd Liability Co | 0.69% | Add +3.8% | 235,309 | $13.8M |
| Bernardo Wealth Planning LLC | 2.55% | Add +0.6% | 230,085 | $13.4M |
| MADDEN SECURITIES Corp | 3.94% | Reduce -9.4% | 222,368 | $12.9M |
| Mountain Capital Investment Advisors Inc. | 2.03% | Add +4.0% | 211,822 | $12.6M |
| Kintra Wealth, LLC | 1.75% | Reduce -3.1% | 215,597 | $12.5M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +4.6% | 213,117 | $12.4M |
| Argent Trust Co | 0.42% | Reduce -3.4% | 211,015 | $12.3M |
| Cambridge Advisors Inc. | 2.31% | Add +0.8% | 208,509 | $12.1M |
| Park Avenue Securities LLC | 0.10% | Add +157.6% | 205,600 | $11.9M |
| Compass Financial Services Inc | 5.12% | Add +5.5% | 204,503 | $11.9M |
| Kingswood Wealth Advisors, LLC | 0.57% | Add +120.3% | 204,496 | $11.9M |
| Rothschild Investment LLC | 0.65% | Add +0.1% | 203,611 | $11.8M |
| Prota Financial, LLC | 8.48% | — | 202,553 | $11.8M |
| RWQ Financial Management Services, Inc. | 5.26% | Add +5521.4% | 196,750 | $11.4M |
| Beacon Financial Advisory LLC | 2.65% | Add +3.2% | 196,586 | $11.4M |
| United Capital Financial Advisors, LLC | 0.07% | New | 194,906 | $11.3M |
| Prospera Financial Services Inc | 0.19% | Reduce -5.0% | 194,550 | $11.3M |
| Eldridge Investment Advisors, Inc. | 2.46% | Reduce -6.0% | 191,863 | $11.2M |
| Three Magnolias Financial Advisors, LLC | 6.75% | Add +1.0% | 186,927 | $10.9M |
| Venture Visionary Partners LLC | 0.35% | Add +5.3% | 184,687 | $10.7M |
| Southern Capital Services Inc. | 6.76% | — | 184,451 | $10.7M |
| U.S. Capital Wealth Advisors, LLC | 0.28% | Add +6.8% | 183,664 | $10.7M |
| Susquehanna International Group, LLP | 0.01% | Add +80.1% | 182,963 | $10.6M |
| Summit Financial, LLC | 0.15% | Reduce -8.7% | 177,705 | $10.4M |
| Mgo One Seven LLC | 0.21% | Add +2.1% | 176,137 | $10.2M |
| Ellis Investment Partners, LLC | 1.78% | Reduce -33.1% | 175,227 | $10.2M |
| Coastal Bridge Advisors, LLC | 0.69% | Add +0.3% | 159,581 | $9.3M |
| AdvisorNet Financial, Inc | 0.48% | Reduce -10.4% | 156,525 | $9.1M |
| Lighthouse Financial LLC | 5.94% | Reduce -5.1% | 156,511 | $9.1M |
| Wick Capital Partners, LLC | 1.62% | Reduce -7.2% | 155,697 | $9.0M |
| Comerica Bank | 0.04% | Reduce -4.6% | 155,214 | $9.0M |
| Morse Asset Management, Inc | 1.80% | Add +1.1% | 153,505 | $8.9M |
| Cornerstone Wealth Management, LLC | 0.46% | Add +6.5% | 152,844 | $8.9M |
| Hennion & Walsh Asset Management, Inc. | 0.30% | Add +5.5% | 150,302 | $8.7M |
| ADG Wealth Management Group, LLC | 6.58% | Add +2.9% | 149,573 | $8.7M |
| Stephens Inc. | 0.11% | Reduce -2.6% | 147,238 | $8.6M |
| Principle Wealth Partners LLC | 0.48% | Add +1.7% | 145,107 | $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.