JPM NASDAQ EQUITY PREMIUM JEPQ
$59.39
-1.3% 52w: $47.37 – $60.82
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data47.3754.1060.82
Jun 20, 2025 Jul 2, 2026
Institutional holders
962
+26 QoQ
13F value
$10.29B
+1.3% QoQ
Smart-money holders
38
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
1.4×
$111.0M calls / $80.1M puts
Institutional value by quarter
Number of holders
Who owns JEPQ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 23.6M | $1.31B | 0.1% | +4.8% |
| JPMORGAN CHASE & CO | Bank broker | 22.6M | $1.22B | 0.1% | -4.4% |
| LPL Financial LLC | Bank broker | 16.9M | $937.0M | 0.2% | +13.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 13.9M | $770.5M | 0.1% | +8.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 9.1M | $504.1M | 0.1% | +10.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 4.9M | $272.9M | 0.1% | -2.5% |
| ROYAL BANK OF CANADA | Bank broker | 4.6M | $255.7M | 0.0% | +12.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 4.3M | $237.3M | 0.1% | +8.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.0M | $222.6M | 0.1% | +18.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 3.7M | $207.3M | 0.3% | -3.6% |
| UBS Group AG | Bank broker | 3.5M | $193.8M | 0.0% | +2.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 3.1M | $173.4M | 0.2% | +8.7% |
| Cetera Investment Advisers | Wealth advisor | 3.0M | $168.5M | 0.2% | +7.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 2.2M | $116.6M | 0.1% | +25.6% |
| Allworth Financial LP | Wealth advisor | 2.1M | $114.9M | 0.5% | +1.3% |
| RiverFront Investment Group, LLC | Wealth advisor | 2.0M | $113.4M | 1.8% | +4.1% |
| Equitable Holdings, Inc. | Wealth advisor | 2.2M | $79.0M | 0.5% | +12.1% |
| CAPITAL ADVISORS INC/OK | Other | 1.4M | $77.4M | 1.2% | +24.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.3M | $72.1M | 0.1% | +2.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 1.2M | $69.4M | 0.3% | +8.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.2M | $66.0M | 0.2% | -11.6% |
| Mariner, LLC | Diversified mechanical | 1.1M | $62.4M | 0.1% | +69.7% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 1.1M | $60.4M | 0.1% | +14039.0% |
| Adams Asset Advisors, LLC ★2 | Fundamental diversified | 1.1M | $60.4M | 6.8% | New |
| Hilton Capital Management, LLC | Wealth advisor | 1.1M | $60.3M | 4.6% | +1.5% |
| Private Advisor Group, LLC | Wealth advisor | 969.6K | $53.8M | 0.3% | -4.1% |
| CWM, LLC | Wealth advisor | 917.5K | $50.9M | 0.1% | +11.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 892.1K | $49.5M | 0.1% | +8.1% |
| HighTower Advisors, LLC | Diversified mechanical | 851.9K | $47.3M | 0.1% | +1.3% |
| SBI Securities Co., Ltd. | Diversified mechanical | 769.2K | $42.7M | 1.2% | +4.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 765.8K | $42.5M | 0.1% | +16.5% |
| Baird Financial Group, Inc. | Diversified mechanical | 687.7K | $38.2M | 0.1% | +4.3% |
| Apollon Wealth Management, LLC | Diversified mechanical | 659.6K | $36.6M | 0.6% | +7.8% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 649.8K | $36.1M | 0.2% | +6.1% |
| Wealth Advisors of Iowa, LLC | Wealth advisor | 635.1K | $35.3M | 10.9% | +2.6% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 628.3K | $34.9M | 0.9% | +6.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 599.5K | $33.3M | 0.0% | +3.6% |
| FRANKLIN RESOURCES INC | Long only active | 591.9K | $32.9M | 0.0% | +0.5% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 587.7K | $32.6M | 0.6% | +11.5% |
| Independent Advisor Alliance | Wealth advisor | 568.9K | $31.6M | 0.3% | New |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 567.9K | $31.5M | 0.6% | -3.7% |
| Focus Partners Wealth | Wealth advisor | 554.5K | $30.8M | 0.0% | +24.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 553.8K | $30.7M | 0.1% | +8.3% |
| PSI Advisors, LLC | Wealth advisor | 525.0K | $29.1M | 7.0% | +5.7% |
| Lebenthal Global Advisors, LLC | Wealth advisor | 523.3K | $29.1M | 4.2% | +1.1% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 522.7K | $29.0M | 0.0% | +47.8% |
| Magnus Financial Group LLC | Wealth advisor | 505.2K | $28.0M | 2.3% | +8.1% |
| HUB Investment Partners, LLC | Other | 465.2K | $25.8M | 0.6% | +29.5% |
| Waverly Advisors, LLC | Wealth advisor | 423.1K | $23.5M | 0.2% | +46.3% |
| James Reed Financial Services, Inc. | Wealth advisor | 421.3K | $23.4M | 20.2% | -4.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.