JEPQ Institutional Ownership & Shareholders
JPM NASDAQ EQUITY PREMIUM (JEPQ) is currently held by 1,034 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $12.37B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $1.46B, representing an estimated loss of -8.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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
1,034
Total Reported Value
$12.37B
Largest Holder
Morgan Stanley
Largest Position
$1.60B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
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% | 26,020,258 | $1,599,205,140 | $1,463,379,310 | -$135,825,830 | -8.49% | |
| Jpmorgan Chase & Co | 0.08% | 23,134,698 | $1,404,276,248 | $1,301,095,416 | -$103,180,832 | -7.35% | |
| Lpl Financial Llc | 0.26% | 18,594,541 | $1,142,820,404 | $1,045,756,986 | -$97,063,418 | -8.49% | |
| Bank Of America Corp | 0.06% | 14,550,868 | $894,296,346 | $818,340,816 | -$75,955,530 | -8.49% | |
| Wells Fargo & Company/Mn | 0.10% | 9,691,459 | $595,637,084 | $545,047,654 | -$50,589,430 | -8.49% | |
| Ameriprise Financial Inc | 0.07% | 5,524,865 | $339,511,078 | $310,718,408 | -$28,792,670 | -8.48% | |
| Royal Bank Of Canada | 0.05% | 4,865,661 | $299,044,000 | $273,644,775 | -$25,399,225 | -8.49% | |
| Raymond James Financial Inc | 0.07% | 4,410,368 | $271,061,229 | $248,039,096 | -$23,022,133 | -8.49% | |
| Osaic Holdings, Inc. | 0.32% | 4,365,130 | $268,333,772 | $245,494,911 | -$22,838,861 | -8.51% | |
| Envestnet Asset Management Inc | 0.06% | 4,336,966 | $266,549,923 | $243,910,968 | -$22,638,955 | -8.49% | |
| Rakuten Investment Management, Inc. | 0.52% | 3,458,100 | $211,566,558 | $194,483,544 | -$17,083,014 | -8.07% | |
| Cetera Investment Advisers | 0.19% | 3,405,031 | $209,273,216 | $191,498,943 | -$17,774,273 | -8.49% | |
| Ubs Group Ag | 0.03% | 3,201,420 | $196,759,273 | $180,047,861 | -$16,711,412 | -8.49% | |
| Commonwealth Equity Services, Llc | 0.24% | 3,016,354 | $184,781,841 | $169,639,749 | -$15,142,092 | -8.19% | |
| Jones Financial Companies Lllp | 0.06% | 2,605,719 | $154,831,820 | $146,545,637 | -$8,286,183 | -5.35% | |
| Adams Asset Advisors, Llc | 13.72% | 2,205,299 | $135,096,632 | $124,026,016 | -$11,070,616 | -8.19% | |
| Equitable Holdings, Inc. | 0.77% | 2,152,109 | $129,639,319 | $121,034,610 | -$8,604,709 | -6.64% | |
| Riverfront Investment Group, Llc | 1.67% | 2,060,239 | $126,622,324 | $115,867,841 | -$10,754,483 | -8.49% | |
| Allworth Financial Lp | 0.45% | 1,728,321 | $106,222,629 | $97,200,773 | -$9,021,856 | -8.49% | |
| Mml Investors Services, Llc | 0.21% | 1,648,740 | $101,331,585 | $92,725,138 | -$8,606,447 | -8.49% | |
| Stifel Financial Corp | 0.07% | 1,405,732 | $86,396,354 | $79,058,368 | -$7,337,986 | -8.49% | |
| Capital Advisors Inc/Ok | 1.26% | 1,392,157 | $85,561,956 | $78,294,910 | -$7,267,046 | -8.49% | |
| Kestra Advisory Services, Llc | 0.24% | 1,372,401 | $84,073,315 | $77,183,832 | -$6,889,483 | -8.19% | |
| Janney Montgomery Scott Llc | 0.15% | 1,256,696 | $77,237,000 | $70,676,583 | -$6,560,417 | -8.49% | |
| Hilton Capital Management, Llc | 4.96% | 1,186,561 | $72,926,019 | $66,732,191 | -$6,193,828 | -8.49% | |
| Private Advisor Group, Llc | 0.27% | 960,111 | $59,008,431 | $53,996,643 | -$5,011,788 | -8.49% | |
| Mariner, Llc | 0.06% | 882,072 | $54,212,185 | $49,607,729 | -$4,604,456 | -8.49% | |
| Cwm, Llc | 0.13% | 917,534 | $50,941,480 | $51,602,112 | +$660,632 | +1.30% | |
| Apollon Wealth Management, Llc | 0.57% | 806,392 | $49,399,604 | $45,351,486 | -$4,048,118 | -8.19% | |
| Rockefeller Capital Management L.P. | 0.08% | 798,914 | $49,101,340 | $44,930,923 | -$4,170,417 | -8.49% | |
| Sbi Securities Co., Ltd. | 1.10% | 787,689 | $48,253,828 | $44,299,629 | -$3,954,199 | -8.19% | |
| Arax Advisory Partners | 0.28% | 698,508 | $42,929,609 | $39,284,090 | -$3,645,519 | -8.49% | |
| Baird Financial Group, Inc. | 0.06% | 688,736 | $42,329,714 | $38,734,513 | -$3,595,201 | -8.49% | |
| Wealth Advisors Of Iowa, Llc | 11.22% | 674,013 | $41,424,808 | $37,906,491 | -$3,518,317 | -8.49% | |
| Pnc Financial Services Group, Inc. | 0.02% | 665,963 | $40,930,078 | $37,453,759 | -$3,476,319 | -8.49% | |
| Steward Partners Investment Advisory, Llc | 0.21% | 661,744 | $40,670,773 | $37,216,483 | -$3,454,290 | -8.49% | |
| Truist Financial Corp | 0.05% | 658,570 | $40,344,005 | $37,037,977 | -$3,306,028 | -8.19% | |
| Imc-Chicago, Llc | 0.37% | 655,652 | $40,296,372 | $36,873,868 | -$3,422,504 | -8.49% | |
| Great Valley Advisor Group, Inc. | 0.62% | 635,496 | $39,057,072 | $35,740,295 | -$3,316,777 | -8.49% | |
| Newedge Advisors, Llc | 0.12% | 632,916 | $38,898,985 | $35,595,196 | -$3,303,789 | -8.49% | |
| Traynor Capital Management, Inc. | 1.74% | 613,472 | $37,581,322 | $34,501,665 | -$3,079,657 | -8.19% | |
| Focus Partners Wealth | 0.04% | 574,331 | $35,298,435 | $32,300,375 | -$2,998,060 | -8.49% | |
| Magnus Financial Group Llc | 2.35% | 574,008 | $35,163,706 | $32,282,210 | -$2,881,496 | -8.19% | |
| Venture Visionary Partners Llc | 0.87% | 539,334 | $33,039,636 | $30,332,144 | -$2,707,492 | -8.19% | |
| Lebenthal Global Advisors, Llc | 4.40% | 536,401 | $32,859,920 | $30,167,192 | -$2,692,728 | -8.19% | |
| Signature Estate & Investment Advisors Llc | 0.57% | 525,781 | $32,209,380 | $29,569,923 | -$2,639,457 | -8.19% | |
| Kingsview Wealth Management, Llc | 0.35% | 469,715 | $28,868,695 | $26,416,772 | -$2,451,923 | -8.49% | |
| Psi Advisors, Llc | 6.70% | 469,545 | $28,858,250 | $26,407,211 | -$2,451,039 | -8.49% | |
| James Reed Financial Services, Inc. | 20.06% | 433,531 | $26,558,134 | $24,381,783 | -$2,176,351 | -8.19% | |
| Hub Investment Partners, Llc | 0.47% | 429,133 | $26,288,694 | $24,134,440 | -$2,154,254 | -8.19% |
Frequently asked questions about JEPQ
Who are the largest institutional holders of JEPQ?
The largest institutional holders of JEPQ reported in the latest SEC Form 13F filings include Morgan Stanley, Jpmorgan Chase & Co, Lpl Financial Llc, Bank Of America Corp, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported JEPQ position.
What is JEPQ institutional ownership?
This page tracks JEPQ positions reported by institutional investment managers through SEC Form 13F. JPM NASDAQ EQUITY PREMIUM (JEPQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JEPQ?
InsiderSet currently tracks 1,034 institutional managers reporting JEPQ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JEPQ shareholders.
How much JEPQ stock do institutions own?
Institutional investment managers disclosed approximately $12.37B in JEPQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JEPQ institutional ownership last updated?
The latest JEPQ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JEPQ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JEPQ position after the reporting date.
Are institutions buying or selling JEPQ?
Institutional buying and selling can be analyzed by comparing JEPQ positions across consecutive 13F reporting periods. InsiderSet's JEPQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JEPQ ownership changes.
How has JEPQ institutional ownership changed over time?
InsiderSet tracks JEPQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.