JPM Nasdaq Equity PremiumJEPQETF
13F holders, Q1 2026 (March 31)969holders +28
94new positions
64sold out
5famous investors
$55.10avg. 13F price*
At the end of Q1 2026, 969 institutions reported holding JPM Nasdaq Equity Premium (JEPQ) in their 13F filings, up 28 from Q4 2025. 94 opened new positions and 64 sold out. The largest holders were Morgan Stanley ($1.3B), JPMorgan Chase & Co. ($1.2B) and LPL Financial LLC ($937.0M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- JPM Nasdaq Equity Premium
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2026)
- CUSIP
- 46654Q203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $162.5M |
| Exits | 64 | $110.6M |
All 13F filers, Q4 2025 → Q1 2026: 17,964,439 shares bought and 5,660,701 shares sold, net +12,303,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 969 holders
| Morgan Stanley | 0.08% | Add +4.8% | 23,591,671 | $1.3B |
| JPMorgan Chase & Co. | 0.08% | Reduce -4.4% | 22,637,631 | $1.2B |
| LPL Financial LLC | 0.25% | Add +13.4% | 16,876,937 | $937.0M |
| Bank of America Corp. | 0.06% | Add +8.9% | 13,877,688 | $770.5M |
| Wells Fargo & Company | 0.10% | Add +10.8% | 9,078,829 | $504.1M |
| Ameriprise Financial Inc. | 0.06% | Reduce -2.5% | 4,915,633 | $272.9M |
| Royal Bank of Canada | 0.05% | Add +12.7% | 4,606,395 | $255.7M |
| Raymond James Financial Inc. | 0.07% | Add +8.5% | 4,273,667 | $237.3M |
| Envestnet Asset Management Inc. | 0.06% | Add +18.3% | 4,009,107 | $222.6M |
| Osaic Holdings, Inc. | 0.30% | Reduce -3.6% | 3,733,932 | $207.3M |
| UBS Group AG | 0.03% | Add +2.0% | 3,490,754 | $193.8M |
| Commonwealth Equity Services, LLC | 0.24% | Add +8.7% | 3,122,679 | $173.4M |
| Cetera Investment Advisers | 0.18% | Add +7.2% | 3,035,644 | $168.5M |
| Jones Financial Companies LLLP | 0.06% | Add +25.6% | 2,153,718 | $116.6M |
| Allworth Financial LP | 0.47% | Add +1.4% | 2,069,787 | $114.9M |
| RiverFront Investment Group, LLC | 1.75% | Add +4.1% | 2,042,061 | $113.4M |
| Equitable Holdings, Inc. | 0.51% | Add +12.1% | 2,154,947 | $79.0M |
| Capital Advisors Inc. | 1.24% | Add +24.4% | 1,394,754 | $77.4M |
| Stifel Financial Corp. | 0.07% | Add +2.0% | 1,299,013 | $72.1M |
| Kestra Advisory Services, LLC | 0.26% | Add +8.8% | 1,249,605 | $69.4M |
| MML Investors Services, LLC | 0.18% | Reduce -11.6% | 1,187,871 | $66.0M |
| Mariner, LLC | 0.07% | Add +69.7% | 1,123,928 | $62.4M |
| Two Sigma Investments, LP | 0.05% | Add +14039.0% | 1,088,700 | $60.4M |
| Adams Asset Advisors, LLC | 6.95% | New | 1,087,055 | $60.4M |
| Hilton Capital Management, LLC | 4.56% | Add +1.5% | 1,086,431 | $60.3M |
| Private Advisor Group, LLC | 0.25% | Reduce -4.1% | 969,583 | $53.8M |
| Cwm, LLC | 0.13% | Add +11.4% | 917,534 | $50.9M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +8.1% | 892,093 | $49.5M |
| HighTower Advisors, LLC | 0.05% | Add +1.3% | 851,871 | $47.3M |
| SBI Securities Co., Ltd. | 1.17% | Add +4.2% | 769,219 | $42.7M |
| Rockefeller Capital Management L.P. | 0.08% | Add +16.5% | 765,798 | $42.5M |
| Baird Financial Group, Inc. | 0.06% | Add +4.3% | 687,726 | $38.2M |
| Apollon Wealth Management, LLC | 0.60% | Add +7.8% | 659,577 | $36.6M |
| Steward Partners Investment Advisory, LLC | 0.18% | Add +6.1% | 649,835 | $36.1M |
| Wealth Advisors of Iowa, LLC | 10.91% | Add +2.6% | 635,087 | $35.3M |
| Cary Street Partners Financial LLC | 0.86% | Add +6.7% | 628,291 | $34.9M |
| Truist Financial Corp. | 0.04% | Add +3.6% | 599,476 | $33.3M |
| Franklin Resources Inc. | 0.01% | Add +0.5% | 591,878 | $32.9M |
| Great Valley Advisor Group, Inc. | 0.59% | Add +11.5% | 587,747 | $32.6M |
| Independent Advisor Alliance | 0.34% | New | 568,891 | $31.6M |
| Signature Estate & Investment Advisors LLC | 0.64% | Reduce -3.6% | 567,921 | $31.5M |
| Focus Partners Wealth | 0.03% | Add +24.2% | 554,459 | $30.8M |
| NewEdge Advisors, LLC | 0.11% | Add +8.3% | 553,800 | $30.7M |
| PSI Advisors, LLC | 7.05% | Add +5.7% | 524,994 | $29.1M |
| Lebenthal Global Advisors, LLC | 4.22% | Add +1.1% | 523,278 | $29.1M |
| PNC Financial Services Group, Inc. | 0.02% | Add +47.8% | 522,729 | $29.0M |
| Magnus Financial Group LLC | 2.29% | Add +8.1% | 505,220 | $28.0M |
| HUB Investment Partners, LLC | 0.63% | Add +29.5% | 465,179 | $25.8M |
| Waverly Advisors, LLC | 0.18% | Add +46.3% | 423,145 | $23.5M |
| James Reed Financial Services, Inc. | 20.25% | Reduce -4.2% | 421,287 | $23.4M |
| Cornerstone Advisory, LLC | 2.04% | Add +0.5% | 387,617 | $21.5M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -36.7% | 380,831 | $21.2M |
| Kingsview Wealth Management, LLC | 0.29% | Add +27.0% | 381,007 | $21.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +11.3% | 376,060 | $20.9M |
| Traynor Capital Management, Inc. | 1.19% | Add +16.7% | 370,786 | $19.9M |
| SageGuard Financial Group, LLC | 3.03% | Reduce -3.8% | 352,467 | $19.6M |
| Prime Capital Investment Advisors, LLC | 0.22% | Add +7.9% | 336,969 | $18.7M |
| Wealthfront Advisers LLC | 0.04% | Add +13.2% | 332,015 | $18.4M |
| Independent Financial Group, LLC | 0.39% | Reduce -2.7% | 309,893 | $17.2M |
| PVG Asset Management Corp. | 10.17% | Add +444.9% | 280,457 | $17.2M |
| Cerity Partners LLC | 0.02% | Add +10.7% | 305,895 | $17.0M |
| &partners | 0.08% | Add +11.8% | 293,889 | $16.3M |
| Westwood Holdings Group Inc. | 0.12% | Reduce -12.8% | 292,336 | $16.2M |
| Aventura Private Wealth, LLC | 5.65% | Reduce -8.2% | 278,150 | $15.4M |
| Centurion Wealth Management LLC | 3.33% | Add +5.5% | 265,813 | $14.8M |
| Hennion & Walsh Asset Management, Inc. | 0.46% | Add +62.5% | 244,262 | $13.6M |
| Citadel Advisors | 0.01% | New | 244,019 | $13.5M |
| Kintra Wealth, LLC | 0.93% | Add +9.5% | 236,004 | $13.1M |
| Arax Advisory Partners | 0.36% | Add +4763.3% | 226,679 | $12.6M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -15.2% | 222,636 | $12.4M |
| Kingswood Wealth Advisors, LLC | 0.58% | Add +7.9% | 220,722 | $12.3M |
| Captrust Financial Advisors | 0.02% | Add +837.0% | 217,144 | $12.1M |
| Bernardo Wealth Planning LLC | 2.35% | Reduce -6.2% | 215,942 | $12.0M |
| Argent Trust Co | 0.41% | Add +2.3% | 215,861 | $12.0M |
| Compass Financial Services Inc | 5.18% | Add +5.4% | 215,569 | $12.0M |
| Prospera Financial Services Inc | 0.19% | Add +10.1% | 214,264 | $11.9M |
| Rothschild Investment LLC | 0.62% | Add +4.5% | 212,866 | $11.8M |
| United Capital Financial Advisors, LLC | 0.07% | Add +8.8% | 212,112 | $11.8M |
| Mountain Capital Investment Advisors Inc. | 1.74% | Reduce -6.2% | 198,663 | $11.7M |
| U.S. Capital Wealth Advisors, LLC | 0.29% | Add +15.0% | 211,145 | $11.7M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -2.6% | 207,627 | $11.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.65% | Add +98.5% | 206,914 | $11.5M |
| Cambridge Advisors Inc. | 2.22% | Reduce -1.1% | 206,159 | $11.4M |
| Venture Visionary Partners LLC | 0.37% | Add +9.4% | 202,138 | $11.2M |
| Prota Financial, LLC | 8.08% | Reduce -0.8% | 200,924 | $11.2M |
| Three Magnolias Financial Advisors, LLC | 6.98% | Add +5.7% | 197,560 | $11.0M |
| Beacon Financial Advisory LLC | 2.46% | Reduce -0.1% | 196,290 | $10.9M |
| Southern Capital Services Inc. | 6.86% | Add +4.2% | 192,191 | $10.7M |
| Eldridge Investment Advisors, Inc. | 2.32% | Add +0.4% | 192,594 | $10.6M |
| Indivisible Partners | 0.92% | Add +53.5% | 187,683 | $10.4M |
| Integrated Wealth Concepts LLC | 0.08% | Add +80.9% | 187,489 | $10.4M |
| Morse Asset Management, Inc | 2.06% | Add +15.6% | 177,377 | $9.8M |
| Mgo One Seven LLC | 0.19% | Reduce -1.4% | 173,631 | $9.6M |
| Avior Wealth Management, LLC | 0.27% | Add +49.2% | 168,439 | $9.4M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +37.2% | 166,563 | $9.2M |
| Cornerstone Wealth Management, LLC | 0.45% | Add +5.6% | 161,407 | $9.0M |
| ADG Wealth Management Group, LLC | 6.14% | Add +7.1% | 160,133 | $8.9M |
| Coastal Bridge Advisors, LLC | 0.63% | Reduce -0.2% | 159,273 | $8.8M |
| Arkadios Wealth Advisors | 0.15% | Add +71.1% | 158,972 | $8.8M |
| Fifth Third Bancorp | 0.02% | Add +4254.1% | 157,314 | $8.7M |
"% of holder's portfolio" is JEPQ's weight in each manager's 13F, not the share of JPM Nasdaq Equity Premium the manager owns.