Who Owns JEPQ?
JPMorgan Nasdaq Equity Premium Income ETF — Institutional Ownership & 13F Holdings
$58.98
+0.15 (+0.25%)
Market Cap
$35.0B
Shares Outstanding
582,521,305
Institutional Holders
759
Total Inst. Value
$6.4B
% of Float Held
—
QoQ Holder Change
+465
Institutional data as of Q1 2025
New Positions
250
Closed Positions
57
Increased
338
Decreased
123
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $1.1B | 22,135,873 |
| 2 | MORGAN STANLEY | $1.0B | 19,517,902 |
| 3 | BANK OF AMERICA CORP /DE/ | $497.3M | 9,603,531 |
| 4 | WELLS FARGO & COMPANY/MN | $352.0M | 6,798,780 |
| 5 | RAYMOND JAMES FINANCIAL INC | $197.7M | 3,818,537 |
| 6 | UBS Group AG | $190.0M | 3,669,846 |
| 7 | OSAIC HOLDINGS, INC. | $168.8M | 3,259,412 |
| 8 | AMERIPRISE FINANCIAL INC | $165.4M | 3,196,909 |
| 9 | ROYAL BANK OF CANADA | $159.5M | 3,080,536 |
| 10 | RiverFront Investment Group, LLC | $131.1M | 2,530,980 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JPMORGAN CHASE & CO | +1.9M | $1.1B |
| MORGAN STANLEY | +2.9M | $1.0B |
| BANK OF AMERICA CORP /DE/ | +1.7M | $497.3M |
| WELLS FARGO & COMPANY/MN | +1.1M | $352.0M |
| RAYMOND JAMES FINANCIAL INC | +720K | $197.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Strategic Financial Concepts, LLC | -990K | $975K |
| Private Advisor Group, LLC | -831K | $54.1M |
| Cambridge Investment Research Advisors, Inc. | -453K | $30.6M |
| American Trust | -434K | $610K |
| Robertson Stephens Wealth Management, LLC | -331K | $3.2M |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold JEPQ?
As of Q1 2025, 759 institutional investors report holding JEPQ (JPMorgan Nasdaq Equity Premium Income ETF) in their 13F filings.
Which hedge fund owns the most JEPQ?
The largest institutional holder of JEPQ is JPMORGAN CHASE & CO with $1.1B in shares.
Are institutions buying or selling JEPQ?
This quarter, 250 institutions opened new positions in JEPQ and 57 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.