JPM NASDAQ EQUITY PREMIUM (JEPQ) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $8.84B 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 $1.31B in its March 31, 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 $1.42B, representing an estimated gain of +8.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed JEPQ value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, 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
939
Total Reported Value
$8.84B
Largest Holder
Morgan Stanley
Largest Position
$1.31B
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.08% | 23,591,671 | $1,309,809,632 | $1,424,229,178 | +$114,419,546 | +8.74% | |
| Lpl Financial Llc | 0.25% | 16,876,937 | $937,007,483 | $1,018,860,687 | +$81,853,204 | +8.74% | |
| Bank Of America Corp | 0.06% | 13,877,688 | $770,489,239 | $837,796,025 | +$67,306,786 | +8.74% | |
| Wells Fargo & Company/Mn | 0.10% | 9,078,829 | $504,056,604 | $548,088,907 | +$44,032,303 | +8.74% | |
| Ameriprise Financial Inc | 0.06% | 4,915,633 | $272,883,724 | $296,756,764 | +$23,873,040 | +8.75% | |
| Royal Bank Of Canada | 0.05% | 4,606,395 | $255,748,000 | $278,088,066 | +$22,340,066 | +8.74% | |
| Raymond James Financial Inc | 0.07% | 4,273,667 | $237,273,973 | $258,001,277 | +$20,727,304 | +8.74% | |
| Envestnet Asset Management Inc | 0.06% | 4,009,107 | $222,585,612 | $242,029,790 | +$19,444,178 | +8.74% | |
| Osaic Holdings, Inc. | 0.30% | 3,733,932 | $207,343,554 | $225,417,475 | +$18,073,921 | +8.72% | |
| Ubs Group Ag | 0.03% | 3,490,754 | $193,806,662 | $210,736,819 | +$16,930,157 | +8.74% | |
| Commonwealth Equity Services, Llc | 0.24% | 3,122,679 | $173,371,124 | $188,516,131 | +$15,145,007 | +8.74% | |
| Cetera Investment Advisers | 0.18% | 3,035,644 | $168,538,965 | $183,261,828 | +$14,722,863 | +8.74% | |
| Jones Financial Companies Lllp | 0.06% | 2,153,718 | $116,580,653 | $130,019,956 | +$13,439,303 | +11.53% | |
| Allworth Financial Lp | 0.47% | 2,069,787 | $114,914,560 | $124,953,041 | +$10,038,481 | +8.74% | |
| Riverfront Investment Group, Llc | 1.75% | 2,042,061 | $113,375,251 | $123,279,223 | +$9,903,972 | +8.74% | |
| Equitable Holdings, Inc. | 0.51% | 2,154,947 | $78,954,800 | $130,094,150 | +$51,139,350 | +64.77% | |
| Capital Advisors Inc/Ok | 1.24% | 1,394,754 | $77,436,766 | $84,201,299 | +$6,764,533 | +8.74% | |
| Stifel Financial Corp | 0.07% | 1,299,013 | $72,121,045 | $78,421,415 | +$6,300,370 | +8.74% | |
| Kestra Advisory Services, Llc | 0.26% | 1,249,605 | $69,378,076 | $75,438,654 | +$6,060,578 | +8.74% | |
| Mml Investors Services, Llc | 0.18% | 1,187,871 | $65,950,608 | $71,711,772 | +$5,761,164 | +8.74% | |
| Mariner, Llc | 0.07% | 1,123,928 | $62,400,468 | $67,851,533 | +$5,451,065 | +8.74% | |
| Two Sigma Investments, Lp | 0.05% | 1,088,700 | $60,444,624 | $65,724,819 | +$5,280,195 | +8.74% | |
| Hilton Capital Management, Llc | 4.56% | 1,086,431 | $60,318,682 | $65,587,839 | +$5,269,157 | +8.74% | |
| Private Advisor Group, Llc | 0.25% | 969,583 | $53,831,267 | $58,533,726 | +$4,702,459 | +8.74% | |
| Cwm, Llc | 0.13% | 917,534 | $50,941,480 | $55,391,528 | +$4,450,048 | +8.74% | |
| Hightower Advisors, Llc | 0.05% | 851,871 | $47,295,506 | $51,427,452 | +$4,131,946 | +8.74% | |
| Sbi Securities Co., Ltd. | 1.17% | 769,219 | $42,707,039 | $46,437,751 | +$3,730,712 | +8.74% | |
| Rockefeller Capital Management L.P. | 0.08% | 765,798 | $42,517,159 | $46,231,225 | +$3,714,066 | +8.74% | |
| Baird Financial Group, Inc. | 0.06% | 687,726 | $38,182,547 | $41,518,019 | +$3,335,472 | +8.74% | |
| Apollon Wealth Management, Llc | 0.60% | 659,577 | $36,619,706 | $39,818,663 | +$3,198,957 | +8.74% | |
| Steward Partners Investment Advisory, Llc | 0.18% | 649,835 | $36,078,854 | $39,230,539 | +$3,151,685 | +8.74% | |
| Wealth Advisors Of Iowa, Llc | 10.91% | 635,087 | $35,259,993 | $38,340,202 | +$3,080,209 | +8.74% | |
| Cary Street Partners Financial Llc | 0.86% | 628,291 | $34,882,715 | $37,929,928 | +$3,047,213 | +8.74% | |
| Truist Financial Corp | 0.04% | 599,476 | $33,282,882 | $36,190,366 | +$2,907,484 | +8.74% | |
| Franklin Resources Inc | 0.01% | 591,878 | $32,861,067 | $35,731,675 | +$2,870,608 | +8.74% | |
| Great Valley Advisor Group, Inc. | 0.59% | 587,747 | $32,631,585 | $35,482,286 | +$2,850,701 | +8.74% | |
| Independent Advisor Alliance | 0.34% | 568,891 | $31,584,850 | $34,343,950 | +$2,759,100 | +8.74% | |
| Signature Estate & Investment Advisors Llc | 0.64% | 567,921 | $31,530,966 | $34,285,391 | +$2,754,425 | +8.74% | |
| Focus Partners Wealth | 0.03% | 554,459 | $30,783,581 | $33,472,690 | +$2,689,109 | +8.74% | |
| Lebenthal Global Advisors, Llc | 4.22% | 523,278 | $29,052,374 | $31,590,293 | +$2,537,919 | +8.74% | |
| Psi Advisors, Llc | 6.96% | 521,094 | $28,931,149 | $31,458,445 | +$2,527,296 | +8.74% | |
| Pnc Financial Services Group, Inc. | 0.02% | 511,583 | $28,403,112 | $30,884,266 | +$2,481,154 | +8.74% | |
| Magnus Financial Group Llc | 2.28% | 505,220 | $28,049,789 | $30,500,131 | +$2,450,342 | +8.74% | |
| Hub Investment Partners, Llc | 0.63% | 465,179 | $25,826,761 | $28,082,856 | +$2,256,095 | +8.74% | |
| Waverly Advisors, Llc | 0.18% | 423,145 | $23,493,022 | $25,545,264 | +$2,052,242 | +8.74% | |
| James Reed Financial Services, Inc. | 20.25% | 421,287 | $23,389,877 | $25,433,096 | +$2,043,219 | +8.74% | |
| Prota Financial, Llc | 8.28% | 403,477 | $22,927,629 | $24,357,906 | +$1,430,277 | +6.24% | |
| Cornerstone Advisory, Llc | 2.04% | 387,617 | $21,520,515 | $23,400,438 | +$1,879,923 | +8.74% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 380,831 | $21,170,417 | $22,990,767 | +$1,820,350 | +8.60% | |
| Kingsview Wealth Management, Llc | 0.29% | 381,007 | $21,153,509 | $23,001,393 | +$1,847,884 | +8.74% |
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.