Who owns JEPQ?
JPMorgan Nasdaq Equity Premium Income ETF · JPMorgan
1,026 institutions reported holding JEPQ, worth $12.2B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of JEPQ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $1.6B | 26,020,258 | +2,428,587 shares |
| JPMorgan Chase & Co | New York, NY | $1.4B | 23,134,698 | +497,067 shares |
| LPL Financial LLC | Fort Mill, SC | $1.1B | 18,594,541 | +1,717,604 shares |
| Bank of America Corp. | Charlotte, NC | $894.3M | 14,550,868 | +673,180 shares |
| Wells Fargo & Company | San Francisco, CA | $595.6M | 9,691,459 | +612,630 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $339.5M | 5,524,865 | +609,232 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $299.0M | 4,865,661 | +259,266 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $271.1M | 4,410,368 | +136,701 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $268.3M | 4,365,130 | +631,198 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $266.5M | 4,336,966 | +327,859 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns JEPQ?
1,026 institutional managers reported holding JEPQ in Form 13F filings for June 30, 2026, worth $12.2B in total. The largest reported position was held by Morgan Stanley, at $1.6B.
Did institutions buy or sell JEPQ last quarter?
Reported 13F value rose 20.9% from March 31, 2026, which includes price moves as well as buying and selling. 145 firms reported a new position and 50 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is JEPQ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.