JPM NASDAQ EQUITY PREMIUM (JEPQ) Institutional Shareholders
JPM NASDAQ EQUITY PREMIUM (JEPQ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $12.06B in JEPQ holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of JEPQ tracked by InsiderSet, reporting ownership valued at approximately $1.60B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.57B, representing an estimated loss of -1.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed JEPQ value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Jpmorgan Chase & Co, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in JPM NASDAQ EQUITY PREMIUM (JEPQ).
This page ranks the largest institutional JEPQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,018
Total Reported Value
$12.06B
Largest Holder
Morgan Stanley
Largest Position
$1.60B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
68
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.08% | 26,020,258 | $1,599,205,140 | $1,567,460,342 | -$31,744,798 | -1.99% | |
| Jpmorgan Chase & Co | 0.08% | 23,134,698 | $1,404,276,248 | $1,393,634,208 | -$10,642,040 | -0.76% | |
| Lpl Financial Llc | 0.26% | 18,594,541 | $1,142,820,404 | $1,120,135,150 | -$22,685,254 | -1.99% | |
| Bank Of America Corp | 0.06% | 14,550,868 | $894,296,346 | $876,544,288 | -$17,752,058 | -1.99% | |
| Wells Fargo & Company/Mn | 0.10% | 9,691,459 | $595,637,084 | $583,813,490 | -$11,823,594 | -1.99% | |
| Ameriprise Financial Inc | 0.07% | 5,524,865 | $339,511,078 | $332,817,868 | -$6,693,210 | -1.97% | |
| Royal Bank Of Canada | 0.05% | 4,865,661 | $299,044,000 | $293,107,419 | -$5,936,581 | -1.99% | |
| Raymond James Financial Inc | 0.07% | 4,410,368 | $271,061,229 | $265,680,568 | -$5,380,661 | -1.99% | |
| Osaic Holdings, Inc. | 0.32% | 4,365,130 | $268,333,772 | $262,955,431 | -$5,378,341 | -2.00% | |
| Envestnet Asset Management Inc | 0.06% | 4,336,966 | $266,549,923 | $261,258,832 | -$5,291,091 | -1.99% | |
| Cetera Investment Advisers | 0.19% | 3,405,031 | $209,273,216 | $205,119,067 | -$4,154,149 | -1.99% | |
| Commonwealth Equity Services, Llc | 0.25% | 3,290,625 | $202,241,794 | $198,227,250 | -$4,014,544 | -1.99% | |
| Ubs Group Ag | 0.03% | 3,201,420 | $196,759,273 | $192,853,541 | -$3,905,732 | -1.99% | |
| Jones Financial Companies Lllp | 0.06% | 2,605,719 | $154,831,820 | $156,968,513 | +$2,136,693 | +1.38% | |
| Equitable Holdings, Inc. | 0.77% | 2,152,109 | $129,639,319 | $129,643,046 | +$3,727 | +0.00% | |
| Riverfront Investment Group, Llc | 1.67% | 2,060,239 | $126,622,324 | $124,108,797 | -$2,513,527 | -1.99% | |
| Allworth Financial Lp | 0.45% | 1,728,321 | $106,222,629 | $104,114,057 | -$2,108,572 | -1.99% | |
| Mml Investors Services, Llc | 0.21% | 1,648,740 | $101,331,585 | $99,320,098 | -$2,011,487 | -1.99% | |
| Adams Asset Advisors, Llc | 9.81% | 1,408,060 | $86,539,378 | $84,821,534 | -$1,717,844 | -1.99% | |
| Stifel Financial Corp | 0.07% | 1,405,732 | $86,396,354 | $84,681,296 | -$1,715,058 | -1.99% | |
| Capital Advisors Inc/Ok | 1.26% | 1,392,157 | $85,561,956 | $83,863,538 | -$1,698,418 | -1.99% | |
| Kestra Advisory Services, Llc | 0.26% | 1,309,528 | $80,483,563 | $78,885,967 | -$1,597,596 | -1.98% | |
| Janney Montgomery Scott Llc | 0.15% | 1,256,696 | $77,237,000 | $75,703,367 | -$1,533,633 | -1.99% | |
| Hilton Capital Management, Llc | 4.96% | 1,186,561 | $72,926,019 | $71,478,435 | -$1,447,584 | -1.99% | |
| Private Advisor Group, Llc | 0.27% | 960,111 | $59,008,431 | $57,837,087 | -$1,171,344 | -1.99% | |
| Mariner, Llc | 0.06% | 882,072 | $54,212,185 | $53,136,017 | -$1,076,168 | -1.99% | |
| Cwm, Llc | 0.13% | 917,534 | $50,941,480 | $55,272,248 | +$4,330,768 | +8.50% | |
| Rockefeller Capital Management L.P. | 0.08% | 798,914 | $49,101,340 | $48,126,579 | -$974,761 | -1.99% | |
| Sbi Securities Co., Ltd. | 1.05% | 754,312 | $46,360,016 | $45,439,755 | -$920,261 | -1.99% | |
| Apollon Wealth Management, Llc | 0.54% | 725,799 | $44,607,634 | $43,722,132 | -$885,502 | -1.99% | |
| Arax Advisory Partners | 0.28% | 698,508 | $42,929,609 | $42,078,122 | -$851,487 | -1.98% | |
| Baird Financial Group, Inc. | 0.06% | 688,736 | $42,329,714 | $41,489,457 | -$840,257 | -1.99% | |
| Wealth Advisors Of Iowa, Llc | 11.22% | 674,013 | $41,424,808 | $40,602,543 | -$822,265 | -1.98% | |
| Pnc Financial Services Group, Inc. | 0.02% | 665,963 | $40,930,078 | $40,117,611 | -$812,467 | -1.99% | |
| Steward Partners Investment Advisory, Llc | 0.21% | 661,744 | $40,670,773 | $39,863,459 | -$807,314 | -1.98% | |
| Imc-Chicago, Llc | 0.37% | 655,652 | $40,296,372 | $39,496,476 | -$799,896 | -1.99% | |
| Great Valley Advisor Group, Inc. | 0.62% | 635,496 | $39,057,072 | $38,282,279 | -$774,793 | -1.98% | |
| Newedge Advisors, Llc | 0.12% | 632,916 | $38,898,985 | $38,126,860 | -$772,125 | -1.98% | |
| Truist Financial Corp | 0.05% | 613,914 | $37,731,154 | $36,982,179 | -$748,975 | -1.99% | |
| Focus Partners Wealth | 0.04% | 574,331 | $35,298,435 | $34,597,699 | -$700,736 | -1.99% | |
| Traynor Capital Management, Inc. | 1.62% | 559,504 | $34,387,119 | $33,704,521 | -$682,598 | -1.99% | |
| Magnus Financial Group Llc | 2.35% | 540,109 | $33,195,108 | $32,536,166 | -$658,942 | -1.99% | |
| Lebenthal Global Advisors, Llc | 4.36% | 525,973 | $32,326,313 | $31,684,614 | -$641,699 | -1.99% | |
| Signature Estate & Investment Advisors Llc | 0.57% | 520,036 | $31,961,413 | $31,326,969 | -$634,444 | -1.99% | |
| Venture Visionary Partners Llc | 0.83% | 485,267 | $29,824,552 | $29,232,484 | -$592,068 | -1.99% | |
| Hub Investment Partners, Llc | 0.55% | 484,137 | $29,755,071 | $29,164,413 | -$590,658 | -1.99% | |
| Kingsview Wealth Management, Llc | 0.35% | 469,715 | $28,868,695 | $28,295,632 | -$573,063 | -1.99% | |
| Psi Advisors, Llc | 6.70% | 469,545 | $28,858,250 | $28,285,391 | -$572,859 | -1.99% | |
| James Reed Financial Services, Inc. | 19.90% | 424,120 | $26,066,440 | $25,548,989 | -$517,451 | -1.99% | |
| Integrated Wealth Concepts Llc | 0.17% | 416,331 | $25,587,691 | $25,079,779 | -$507,912 | -1.98% |
Frequently asked questions about JEPQ
Who owns the most JEPQ stock?
The largest holders of JEPQ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPM NASDAQ EQUITY PREMIUM (JEPQ).
Is JEPQ widely held by superinvestors?
Many widely followed stocks like JEPQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JEPQ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.