Who owns JPMorgan Nasdaq Equity Premium Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JEPQ from SEC Form 13F filings across 1,028 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 1,028 institutions disclosed 198.6M shares of JPMorgan Nasdaq Equity Premium Income ETF worth $12.18B — about 28.4% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
1,028
13F holders
$12.18B
value, 2026 filers
28.4%
of shares outstanding (198.6M sh)
154
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JEPQ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 26.0M | $1.60B | 0.1% | 3.7% | +10.3% |
| 2 | JPMORGAN CHASE & CO | 23.1M | $1.40B | 0.1% | 3.3% | +2.2% |
| 3 | LPL Financial LLC | 18.6M | $1.14B | 0.3% | 2.7% | +10.2% |
| 4 | BANK OF AMERICA CORP /DE/ | 14.6M | $894.3M | 0.1% | 2.1% | +4.9% |
| 5 | WELLS FARGO & COMPANY/MN | 9.7M | $595.6M | 0.1% | 1.4% | +6.7% |
| 6 | AMERIPRISE FINANCIAL INC | 5.5M | $339.5M | 0.1% | 0.8% | +12.4% |
| 7 | ROYAL BANK OF CANADA | 4.9M | $299.0M | 0.0% | 0.7% | +5.6% |
| 8 | RAYMOND JAMES FINANCIAL INC | 4.4M | $271.1M | 0.1% | 0.6% | +3.2% |
| 9 | OSAIC HOLDINGS, INC. | 4.4M | $268.3M | 0.3% | 0.6% | +16.9% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 4.3M | $266.5M | 0.1% | 0.6% | +8.2% |
| 11 | Cetera Investment Advisers | 3.4M | $209.3M | 0.2% | 0.5% | +12.2% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 3.3M | $202.2M | 0.3% | 0.5% | +5.4% |
| 13 | UBS Group AG | 3.2M | $196.8M | 0.0% | 0.5% | -8.3% |
| 14 | JONES FINANCIAL COMPANIES LLLP | 2.6M | $154.8M | 0.1% | 0.4% | +21.0% |
| 15 | Equitable Holdings, Inc. | 2.2M | $129.6M | 0.8% | 0.3% | -0.1% |
| 16 | RiverFront Investment Group, LLC | 2.1M | $126.6M | 1.7% | 0.3% | +0.9% |
| 17 | Allworth Financial LP | 1.7M | $106.2M | 0.5% | 0.2% | -16.5% |
| 18 | MML INVESTORS SERVICES, LLC | 1.6M | $101.3M | 0.2% | 0.2% | +38.8% |
| 19 | Adams Asset Advisors, LLCNEW | 1.4M | $86.5M | 9.8% | 0.2% | new |
| 20 | STIFEL FINANCIAL CORP | 1.4M | $86.4M | 0.1% | 0.2% | +8.2% |
| 21 | CAPITAL ADVISORS INC/OK | 1.4M | $85.6M | 1.3% | 0.2% | -0.2% |
| 22 | Kestra Advisory Services, LLC | 1.3M | $80.5M | 0.3% | 0.2% | +4.8% |
| 23 | Janney Montgomery Scott LLCNEW | 1.3M | $77.2M | 0.1% | 0.2% | new |
| 24 | Hilton Capital Management, LLC | 1.2M | $72.9M | 5.0% | 0.2% | +9.2% |
| 25 | Private Advisor Group, LLC | 960,111 | $59.0M | 0.3% | 0.1% | -1.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.