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JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Institutional Ownership

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$54.12
+0.05 (+0.09%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

Number of
Institutional Buyers
(last 12 months)
383
Total
Institutional Inflows
(last 12 months)
$1.81B
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$167.78M
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JEPQ Institutional Buying and Selling by Quarter

JPMorgan Nasdaq Equity Premium Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024Advisory Resource Group60,177$3.26M0.7%-1.6%0.025%
5/17/2024 Jaffetilchin Investment Partners LLC17,007$922K0.1%+19.8%0.007%
5/17/2024 Comerica Bank75,489$4.10M0.0%+30.2%0.032%
5/17/2024 Creekmur Asset Management LLC1,794$97K0.0%-68.5%0.001%
5/16/2024 Jane Street Group LLC794,084$43.07M0.0%+7,462.7%0.336%
5/16/2024 B. Riley Wealth Advisors Inc.7,364$399K0.0%-89.9%0.003%
5/16/2024 Econ Financial Services Corp13,113$711K0.4%N/A0.006%
5/15/2024 Wick Capital Partners LLC187,486$10.17M10.1%+43.8%0.079%
5/15/2024 Evergreen Wealth Solutions LLC233,777$12.68M9.4%+4.7%0.099%
5/15/2024 Morse Asset Management Inc11,145$605K0.2%+48.6%0.005%
5/15/2024 Kestra Advisory Services LLC565,912$30.70M0.2%+15.2%0.240%
5/15/2024 Beck Capital Management LLC110,795$6.01M1.7%-1.7%0.047%
5/15/2024 LRI Investments LLC23,000$1.23M0.2%N/A0.010%
5/14/2024 Westwood Holdings Group Inc.337,282$18.29M0.1%-1.4%0.143%
5/14/2024 JT Stratford LLC38,426$2.08M0.4%+8.9%0.016%
5/14/2024 Sheaff Brock Investment Advisors LLC12,509$678K0.0%+25.8%0.005%
5/14/2024 Axxcess Wealth Management LLC51,277$2.78M0.1%+10.9%0.022%
5/14/2024 EP Wealth Advisors LLC6,308$342K0.0%N/A0.003%
5/14/2024 CreativeOne Wealth LLC11,779$639K0.0%+94.9%0.005%
5/14/2024 InterOcean Capital Group LLC88,046$4.78M0.1%+49.6%0.037%
5/14/2024 Owen LaRue LLC39,786$2.16M1.4%+20.2%0.017%
5/13/2024 Secured Retirement Advisors LLC40,642$2.20M1.8%+0.7%0.017%
5/11/2024 Resurgent Financial Advisors LLC21,476$1.17M0.6%+154.5%0.009%
5/10/2024 Osaic Holdings Inc.2,389,490$129.59M0.3%+26.0%1.011%
5/10/2024 First Foundation Advisors6,900$374K0.0%-37.2%0.003%
5/10/2024 Prevail Innovative Wealth Advisors LLC96,681$5.24M1.9%N/A0.041%
5/10/2024 Nwam LLC23,900$1.27M0.1%+12.7%0.010%
5/9/2024 Socha Financial Group LLC392,309$21.28M9.3%+1.5%0.166%
5/9/2024 Blair William & Co. IL20,164$1.09M0.0%-35.3%0.009%
5/9/2024 Orion Portfolio Solutions LLC223,884$12.14M0.1%+3.8%0.095%
5/9/2024 HBK Sorce Advisory LLC7,888$428K0.0%+18.5%0.003%
5/9/2024 Kingsview Wealth Management LLC66,798$3.62M0.1%+29.4%0.028%
5/9/2024 Zega Financial LLC15,865$861K0.3%+6.6%0.007%
5/9/2024 Delta Investment Management LLC396,219$21.49M4.9%+2.3%0.168%
5/9/2024 Planning Directions Inc.10,443$566K0.4%N/A0.004%
5/9/2024 TBH Global Asset Management LLC10,038$544K0.1%N/A0.004%
5/9/2024 D Orazio & Associates Inc.35,404$1.92M0.3%+29.4%0.015%
5/9/2024 Interchange Capital Partners LLC8,860$481K0.3%-55.6%0.004%
5/9/2024 Koshinski Asset Management Inc.8,613$467K0.0%+90.5%0.004%
5/8/2024 Sheets Smith Wealth Management12,770$693K0.1%+3.7%0.005%
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5/8/2024 Avantax Advisory Services Inc.88,842$4.82M0.0%+580.9%0.038%
5/8/2024 US Bancorp DE11,134$604K0.0%+64.9%0.005%
5/8/2024 Tranquility Partners LLC4,679$254K0.1%+4.8%0.002%
5/8/2024 Headlands Technologies LLC928$50K0.0%-66.4%0.000%
5/8/2024 Semus Wealth Partners LLC37,510$2.04M1.7%+33.9%0.016%
5/8/2024 Thoroughbred Financial Services LLC68,752$3.73M0.4%-23.1%0.029%
5/7/2024 WNY Asset Management LLC10,703$581K0.1%+61.4%0.005%
5/7/2024 Concurrent Investment Advisors LLC17,005$922K0.0%N/A0.007%
5/7/2024 Bernardo Wealth Planning LLC228,451$12.39M3.4%+2.1%0.097%
5/7/2024 PFG Advisors8,772$476K0.0%+27.6%0.004%
5/7/2024 Oppenheimer & Co. Inc.52,240$2.83M0.0%+42.9%0.022%
5/6/2024 Envestnet Portfolio Solutions Inc.55,205$2.99M0.0%+30.2%0.023%
5/6/2024 CFO4Life Group LLC7,092$385K0.1%N/A0.003%
5/6/2024 HBC Financial Services PLLC1,900$97K0.1%+26.7%0.001%
5/6/2024 Gill Capital Partners LLC35,266$1.84M0.7%+1.3%0.015%
5/4/2024 Csenge Advisory Group8,901$483K0.0%+37.0%0.004%
5/4/2024 Joseph P. Lucia & Associates LLC35,151$1.91M1.0%-3.7%0.015%
5/3/2024 Etfidea LLC22,842$1.24M0.4%+26.0%0.010%
5/3/2024 Wellington Shields Capital Management LLC4,300$233K0.0%-21.8%0.002%
5/3/2024 Wellington Shields & Co. LLC1,000$54K0.0%-17.0%0.000%
5/3/2024 Central Pacific Bank Trust Division4,100$221K0.0%N/A0.002%
5/2/2024 RiverFront Investment Group LLC2,137,181$115.92M3.3%+8.2%0.905%
5/2/2024 First Command Advisory Services Inc.1,095$59K0.0%N/A0.000%
5/2/2024 Baron Silver Stevens Financial Advisors LLC5,685$308K0.1%-27.5%0.002%
5/2/2024 Lionsbridge Wealth Management LLC25,836$1.40M1.1%N/A0.011%
5/2/2024 Graypoint LLC272,395$14.78M1.1%+31.1%0.115%
5/2/2024 Consolidated Planning Corp27,747$1.51M0.3%+55.7%0.012%
5/2/2024 PDS Planning Inc21,949$1.19M0.1%+141.2%0.009%
5/1/2024 Janney Montgomery Scott LLC849,760$46.09M0.1%+10.6%0.360%
5/1/2024 Source Financial Advisors LLC19,056$1.03M0.3%-42.2%0.008%
5/1/2024 Mirae Asset Global Investments Co. Ltd.14,230$772K0.0%N/A0.006%
5/1/2024 Concourse Financial Group Securities Inc.6,771$367K0.0%+4.4%0.003%
5/1/2024 Financial Guidance Group Inc.4,187$227K0.1%N/A0.002%
5/1/2024 Retirement Group LLC1,410$76K0.0%+239.8%0.001%
5/1/2024 ORBA Wealth Advisors L.L.C.46,109$2.50M1.4%+2.5%0.020%
5/1/2024 Flynn Zito Capital Management LLC24,906$1.35M0.7%N/A0.011%
5/1/2024 Sequoia Financial Advisors LLC13,283$720K0.0%N/A0.006%
4/30/2024 Private Advisor Group LLC722,067$39.17M0.3%+25.7%0.309%
4/30/2024 J.W. Cole Advisors Inc.33,174$1.80M0.1%+80.9%0.014%
4/30/2024 Granite Harbor Advisors Inc.3,902$212K0.1%N/A0.002%
4/30/2024 Saxony Capital Management LLC5,937$322K0.4%N/A0.003%
4/30/2024 Beam Wealth Advisors Inc.15,187$824K0.5%+1.7%0.007%
4/30/2024Concord Wealth Partners25,554$1.39M0.2%+5.1%0.011%
4/30/2024 AFT Forsyth & Company Inc.5,473$297K0.2%N/A0.002%
4/30/2024 Arkadios Wealth Advisors4,965$269K0.0%N/A0.002%
4/30/2024 Perigon Wealth Management LLC16,022$869K0.0%+18.5%0.007%
4/30/2024 Navis Wealth Advisors LLC6,570$356K0.4%N/A0.003%
4/30/2024 Mayflower Financial Advisors LLC4,808$261K0.0%N/A0.002%
4/29/2024Commonwealth Equity Services LLC1,502,448$81.49M0.1%+4.5%0.644%
4/29/2024 Benjamin Edwards Inc.34,095$1.85M0.4%-1.1%0.015%
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4/29/2024 Benjamin F. Edwards & Company Inc.21,866$1.19M0.0%-2.3%0.009%
4/29/2024 Onyx Bridge Wealth Group LLC22,890$1.21M0.2%+248.2%0.010%
4/29/2024 Crescent Grove Advisors LLC22,024$1.20M0.1%+2.0%0.009%
4/27/2024 Members Advisory Group LLC8,594$466K0.3%N/A0.004%
4/26/2024 Pinnacle Associates Ltd.24,056$1.31M0.0%+12.8%0.010%
4/26/2024 MBA Advisors LLC27,263$1.48M0.8%+4.2%0.012%
4/26/2024 Bellevue Asset Management LLC38,822$2.11M1.2%+10.9%0.017%
4/26/2024 Carr Financial Group Corp41,506$2.25M0.7%+738.8%0.018%
4/26/2024 Tritonpoint Wealth LLC8,575$465K0.0%+56.3%0.004%
4/25/2024 Fielder Capital Group LLC5,000$271K0.1%N/A0.002%
(Data available from 1/1/2016 forward)

JEPQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JEPQ shares?

During the previous two years, 421 institutional investors and hedge funds held shares of JPMorgan Nasdaq Equity Premium Income ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($259.77M), LPL Financial LLC ($170.84M), Osaic Holdings Inc. ($129.59M), Envestnet Asset Management Inc. ($127.01M), UBS Group AG ($119.81M), RiverFront Investment Group LLC ($115.92M), and Commonwealth Equity Services LLC ($81.49M).Learn more on JEPQ's institutional investors.

Which institutional investors have been buying JPMorgan Nasdaq Equity Premium Income ETF stock?

Of the 410 institutional investors that purchased JPMorgan Nasdaq Equity Premium Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($5.97M), LPL Financial LLC ($3.62M), Envestnet Asset Management Inc. ($3.43M), International Assets Investment Management LLC ($1.78M), Osaic Holdings Inc. ($1.63M), Commonwealth Equity Services LLC ($1.50M), and UBS Group AG ($1.30M).

How much institutional buying is happening at JPMorgan Nasdaq Equity Premium Income ETF?

Institutional investors have bought a total of 49,577,688 shares in the last 24 months. This purchase volume represents approximately $2.36B in transactions.

Which JPMorgan Nasdaq Equity Premium Income ETF major shareholders have been selling company stock?

Of the 98 institutional investors that sold JPMorgan Nasdaq Equity Premium Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($881.68K), Prime Capital Investment Advisors LLC ($821.77K), Lee Johnson Capital Management LLC ($529.90K), Reitz Capital Advisors LLC ($331.57K), Second Half Financial Partners LLC ($204.36K), Kestra Advisory Services LLC ($161.30K), and New York Life Investment Management LLC ($150.44K).

How much institutional selling is happening at JPMorgan Nasdaq Equity Premium Income ETF?

Institutional investors have sold a total of 4,248,130 shares in the last 24 months. This volume of shares sold represents approximately $204.05M in transactions.


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This page (NASDAQ:JEPQ) was last updated on 5/18/2024 by MarketBeat.com Staff

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