Who Owns JPMorgan Nasdaq Equity Premium Income ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in JPMorgan Nasdaq Equity Premium Income ETF.
Who crossed 5% of JEPQ →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Adams Asset Advisors, LLCNASDAQ EQT PREM2.2M shadded | $135.1M |
| Venture Visionary Partners LLCNASDAQ EQT PREM539.3K shadded | $33M |
| Farther Finance Advisors, LLCETF206.3K shadded | $12.6M |
| Prota Financial, LLCNASDAQ EQT PREM204.4K shadded | $12.4M |
| Intelligence Driven Advisers, LLCNASDAQ EQT PREM84K shheld | $5.1M |
| Apella Capital, LLCNASDAQ EQT PREM83.3K shadded | $5.1M |
| M.E. ALLISON & CO., INC.NASDAQ EQT PREM62.2K shadded | $3.8M |
| Investment Partners Asset Management, Inc.NASDAQ EQT PREM60.4K shadded | $3.7M |
| Avidian Wealth Enterprises, LLCNASDAQ EQT PREM59K shadded | $3.6M |
| TrueWealth Advisors, LLCNASDAQ EQT PREM45.4K shadded | $2.8M |
| CHAPIN DAVIS, INC.NASDAQ EQT PREM41.3K shadded | $2.5M |
| TOMPKINS FINANCIAL CORPNASDAQ EQT PREM33K shadded | $2M |
| Strong Retirement Solutions LLCNASDAQ EQT PREM30.7K shadded | $1.9M |
| Nautilus Advisors LLCNASDAQ EQT PREM28.8K shadded | $1.8M |
| Cooper Financial GroupNASDAQ EQT PREM20K shadded | $1.2M |
| Legacy Private Trust Co.NASDAQ EQT PREM18.9K shadded | $1.2M |
| Integrated Financial Solutions, Inc.NASDAQ EQT PREM17.5K shadded | $1.1M |
| Castle Rock Wealth Management, LLCNASDAQ EQT PREM11.6K shadded | $712.8K |
| ARMSTRONG ADVISORY GROUP, INCNASDAQ EQT PREM11.2K shadded | $684K |
| Capital Advisors Wealth Management, LLCNASDAQ EQT PREM10.9K shadded | $670.3K |
| Galvin, Gaustad & Stein, LLCNASDAQ EQT PREM10.9K shadded | $669.3K |
| Private Capital Advisors, Inc.ETF10.8K shadded | $658.9K |
| RHODES INVESTMENT ADVISORS INC /ADVNASDAQ EQT PREM10.5K shadded | $641.7K |
| Cadent Capital Advisors, LLCNASDAQ EQT PREM9.3K shadded | $571.5K |
| Sound Income Strategies, LLCNASDAQ EQT PREM9.2K shtrimmed | $563.1K |
| WINEBRENNER CAPITAL MANAGEMENT LLCNASDAQ EQT PREM8.8K shadded | $541K |
| Meadowbrook Wealth Management, LLCDerivative Income8.1K shadded | $498.3K |
| Balefire, LLCNASDAQ EQT PREM6.2K shadded | $382K |
| Sherry Group, Inc.PREMIUM INCOME ETF6K shadded | $369.9K |
| Buska Wealth Management, LLCNASDAQ EQT PREM5.9K sh— | $364K |
| First Heartland Consultants, Inc.NASDAQ EQT PREM5.7K shtrimmed | $352K |
| Valeo Financial Advisors, LLCETF5.7K shadded | $347.5K |
| FINANCIAL MANAGEMENT NETWORK INCNASDAQ EQT PREM4.9K shadded | $300K |
| BOYUM WEALTH ARCHITECTS LLCNASDAQ EQT PREM4.6K shtrimmed | $278.2K |
| WoodTrust Financial CorpCOMMON4.5K shadded | $276K |
| Montz Harcus Wealth Management LLCNASDAQ EQT PREM4.5K shadded | $274.8K |
| CANANDAIGUA NATIONAL BANK & TRUST COCom4K sh— | $243.9K |
| GAMMA Investing LLCETF3.9K shadded | $240K |
| Friday FinancialNASDAQ EQT PREM3.8K shadded | $232.3K |
| MRA Advisory GroupNASDAQ EQT PREM3.6K shadded | $218.9K |
| Trust CoETF3.5K shadded | $215.7K |
| LifeGoal Investments, LLCNASDAQ EQT PREM3.4K shadded | $210.9K |
| ELEVATION WEALTH PARTNERS, LLCNASDAQ EQT PREM3.4K sh— | $206.8K |
| GILPIN WEALTH MANAGEMENT, LLCNASDAQ EQT PREM1.2K shadded | $73.8K |
| CoreCap Advisors, LLCETF1.2K shtrimmed | $71K |
| GK Wealth Management LLCNASDAQ EQT PREM1K sh— | $62.5K |
| VALLEY WEALTH MANAGERS, INC.ETF420 sh— | $25.7K |
| Olistico Wealth, LLCETF399 sh— | $24.4K |
| Central Pacific Bank - Trust DivisionNASDAQ EQT PREM100 shheld | $6.1K |
| Bullock Wealth Management GroupETF100 shheld | $6.1K |
| ATWOOD & PALMER INCCOM0 sh— | $7 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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