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 $11.13B in JEPQ holdings during the latest filing period.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of JEPQ tracked by InsiderSet, reporting ownership valued at approximately $1.40B 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 $1.38B, representing an estimated loss of -1.73% 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 Jpmorgan Chase & Co, Morgan Stanley, 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
1,003
Total Reported Value
$11.13B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$1.40B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.08% | 23,134,698 | $1,404,276,248 | $1,379,984,736 | -$24,291,512 | -1.73% | |
| Morgan Stanley | 0.08% | 23,591,671 | $1,309,809,632 | $1,407,243,175 | +$97,433,543 | +7.44% | |
| Lpl Financial Llc | 0.26% | 18,594,541 | $1,142,820,404 | $1,109,164,371 | -$33,656,033 | -2.94% | |
| Bank Of America Corp | 0.06% | 13,877,688 | $770,489,239 | $827,804,089 | +$57,314,850 | +7.44% | |
| Wells Fargo & Company/Mn | 0.10% | 9,078,829 | $504,056,604 | $541,552,150 | +$37,495,546 | +7.44% | |
| Ameriprise Financial Inc | 0.06% | 4,915,633 | $272,883,724 | $293,217,508 | +$20,333,784 | +7.45% | |
| Envestnet Asset Management Inc | 0.06% | 4,336,966 | $266,549,923 | $258,700,022 | -$7,849,901 | -2.95% | |
| Royal Bank Of Canada | 0.05% | 4,606,395 | $255,748,000 | $274,771,462 | +$19,023,462 | +7.44% | |
| Raymond James Financial Inc | 0.07% | 4,273,667 | $237,273,973 | $254,924,237 | +$17,650,264 | +7.44% | |
| Cetera Investment Advisers | 0.19% | 3,405,031 | $209,273,216 | $203,110,099 | -$6,163,117 | -2.95% | |
| Osaic Holdings, Inc. | 0.30% | 3,733,932 | $207,343,554 | $222,729,044 | +$15,385,490 | +7.42% | |
| Commonwealth Equity Services, Llc | 0.25% | 3,290,625 | $202,241,794 | $196,285,781 | -$5,956,013 | -2.94% | |
| Ubs Group Ag | 0.03% | 3,490,754 | $193,806,662 | $208,223,476 | +$14,416,814 | +7.44% | |
| Riverfront Investment Group, Llc | 1.67% | 2,060,239 | $126,622,324 | $122,893,256 | -$3,729,068 | -2.95% | |
| Jones Financial Companies Lllp | 0.06% | 2,153,718 | $116,580,653 | $128,469,279 | +$11,888,626 | +10.20% | |
| Allworth Financial Lp | 0.45% | 1,728,321 | $106,222,629 | $103,094,348 | -$3,128,281 | -2.95% | |
| Mml Investors Services, Llc | 0.21% | 1,648,740 | $101,331,585 | $98,347,341 | -$2,984,244 | -2.95% | |
| Adams Asset Advisors, Llc | 9.81% | 1,408,060 | $86,539,378 | $83,990,779 | -$2,548,599 | -2.95% | |
| Stifel Financial Corp | 0.07% | 1,405,732 | $86,396,354 | $83,851,914 | -$2,544,440 | -2.95% | |
| Capital Advisors Inc/Ok | 1.26% | 1,392,157 | $85,561,956 | $83,042,165 | -$2,519,791 | -2.94% | |
| Kestra Advisory Services, Llc | 0.26% | 1,309,528 | $80,483,563 | $78,113,345 | -$2,370,218 | -2.94% | |
| Equitable Holdings, Inc. | 0.51% | 2,154,947 | $78,954,800 | $128,542,589 | +$49,587,789 | +62.81% | |
| Hilton Capital Management, Llc | 4.96% | 1,186,561 | $72,926,019 | $70,778,364 | -$2,147,655 | -2.94% | |
| Mariner, Llc | 0.07% | 1,123,928 | $62,400,468 | $67,042,305 | +$4,641,837 | +7.44% | |
| Two Sigma Investments, Lp | 0.05% | 1,088,700 | $60,444,624 | $64,940,955 | +$4,496,331 | +7.44% | |
| Private Advisor Group, Llc | 0.27% | 960,111 | $59,008,431 | $57,270,621 | -$1,737,810 | -2.95% | |
| Hightower Advisors, Llc | 0.05% | 840,881 | $51,680,538 | $50,158,552 | -$1,521,986 | -2.94% | |
| Cwm, Llc | 0.13% | 917,534 | $50,941,480 | $54,730,903 | +$3,789,423 | +7.44% | |
| Sbi Securities Co., Ltd. | 1.05% | 754,312 | $46,360,016 | $44,994,711 | -$1,365,305 | -2.95% | |
| Apollon Wealth Management, Llc | 0.54% | 725,799 | $44,607,634 | $43,293,910 | -$1,313,724 | -2.95% | |
| Arax Advisory Partners | 0.28% | 698,508 | $42,929,609 | $41,666,002 | -$1,263,607 | -2.94% | |
| Rockefeller Capital Management L.P. | 0.08% | 765,798 | $42,517,159 | $45,679,851 | +$3,162,692 | +7.44% | |
| Baird Financial Group, Inc. | 0.06% | 688,736 | $42,329,714 | $41,083,102 | -$1,246,612 | -2.95% | |
| Wealth Advisors Of Iowa, Llc | 11.22% | 674,013 | $41,424,808 | $40,204,875 | -$1,219,933 | -2.94% | |
| Pnc Financial Services Group, Inc. | 0.02% | 665,963 | $40,930,078 | $39,724,693 | -$1,205,385 | -2.94% | |
| Imc-Chicago, Llc | 0.37% | 655,652 | $40,296,372 | $39,109,642 | -$1,186,730 | -2.95% | |
| Great Valley Advisor Group, Inc. | 0.62% | 635,496 | $39,057,072 | $37,907,336 | -$1,149,736 | -2.94% | |
| Newedge Advisors, Llc | 0.12% | 632,916 | $38,898,985 | $37,753,439 | -$1,145,546 | -2.94% | |
| Truist Financial Corp | 0.05% | 613,914 | $37,731,154 | $36,619,970 | -$1,111,184 | -2.95% | |
| Steward Partners Investment Advisory, Llc | 0.18% | 649,835 | $36,078,854 | $38,762,658 | +$2,683,804 | +7.44% | |
| Focus Partners Wealth | 0.04% | 574,331 | $35,298,435 | $34,258,844 | -$1,039,591 | -2.95% | |
| Traynor Capital Management, Inc. | 1.62% | 559,504 | $34,387,119 | $33,374,414 | -$1,012,705 | -2.95% | |
| Magnus Financial Group Llc | 2.35% | 540,109 | $33,195,108 | $32,217,502 | -$977,606 | -2.95% | |
| Franklin Resources Inc | 0.01% | 591,878 | $32,861,067 | $35,305,523 | +$2,444,456 | +7.44% | |
| Lebenthal Global Advisors, Llc | 4.36% | 525,973 | $32,326,313 | $31,374,289 | -$952,024 | -2.95% | |
| Signature Estate & Investment Advisors Llc | 0.57% | 520,036 | $31,961,413 | $31,020,147 | -$941,266 | -2.95% | |
| Integrated Wealth Concepts Llc | 0.15% | 497,675 | $30,586,988 | $29,686,314 | -$900,674 | -2.94% | |
| Venture Visionary Partners Llc | 0.83% | 485,267 | $29,824,552 | $28,946,177 | -$878,375 | -2.95% | |
| Hub Investment Partners, Llc | 0.55% | 484,137 | $29,755,071 | $28,878,772 | -$876,299 | -2.95% | |
| Psi Advisors, Llc | 6.70% | 469,545 | $28,858,250 | $28,008,359 | -$849,891 | -2.95% |
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.