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Public ownership evidence

J.P. Morgan Nasdaq Equity Premium Income ETF (JEPQ) Ownership Disclosures

Read JEPQ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-29272,486$14,109,347None
Corient Private Wealth LP2026-06-302026-08-2838,822$2,386,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2863,336$3,892,657None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2852,694$2,925,595None
Dakota Wealth Management2025-12-312026-08-276,136$356,625None
Dakota Wealth Management2026-03-312026-08-277,046$391,194None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-2223,986$1,474,157None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2143,195$2,654,754None
Bullock Wealth Management Group2026-06-302026-08-20100$6,020None
Kingsview Wealth Management, LLC2026-06-302026-08-20469,715$28,868,695None
Archer Investment Corp2026-06-302026-08-20835$51,319None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2032,898$2,021,928None
Beacon Pointe Advisors, LLC2026-06-302026-08-19199,609$12,267,985None
Strait & Sound Wealth Management LLC2026-06-302026-08-197,104$436,630None
Strive Financial Group ,LLC2026-06-302026-08-183,467$213,082None
WNY Asset Management, LLC2026-06-302026-08-1845,717$2,809,746None
Coastal Bridge Advisors, LLC2026-06-302026-08-18168,364$10,347,660None
Comprehensive Money Management Services LLC2026-06-302026-08-188,295$509,811None
Caitlin John, LLC2026-06-302026-08-182,336$143,566None
Caitlin John, LLC2026-06-302026-08-181,647$101,225None
Melia Wealth LLC2026-06-302026-08-1829,228$1,796,353None
Corient Private Wealth LP2026-06-302026-08-1838,822$2,385,985None
Asset Allocation Strategies LLC2026-06-302026-08-1815,680$963,681None
Pure Financial Advisors, LLC2026-06-302026-08-1821,031$1,292,582None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18250,359$15,393,242None
Equitable Holdings, Inc.2026-06-302026-08-181,288,883$76,585,428None
Equitable Holdings, Inc.2026-06-302026-08-18833,576$51,231,602None
Equitable Holdings, Inc.2026-06-302026-08-1829,650$1,822,289None
Jefferies Financial Group Inc.2026-06-302026-08-187,642$469,677None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-18114,630$7,045,000None
Thompson David Blair2024-12-312026-08-1513,975$787,911None
Thompson David Blair2026-06-302026-08-1521,333$1,311,126None
Thompson David Blair2025-12-312026-08-1513,403$778,996None
Thompson David Blair2026-03-312026-08-1523,129$1,284,136None
Wellington Grp LLC2026-06-302026-08-155,209$289,204None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-152,610$160,387None
Ruggiero Investments, Inc.2026-06-302026-08-1523,648$1,453,407None
Sequent Planning LLC2026-06-302026-08-1542,729$2,626,154None
Investors Portfolio Services LLC2026-06-302026-08-15676$41,538None
AMERIFLEX GROUP, INC.2026-06-302026-08-1513,037$801,254None
Lighthouse Financial LLC2026-06-302026-08-1554,509$3,350,138None
Teucrium Investment Advisors, LLC2026-06-302026-08-1519,296$1,175,041None
Synergy Investment Management, LLC2026-06-302026-08-159,562$587,658None
Murphy & Mullick Capital Management Corp2026-06-302026-08-1510,440$641,636None
Glen Eagle Advisors, LLC2026-06-302026-08-154,830$296,852None
Perissos Private Wealth Management, LLC2026-06-302026-08-1555,598$3,417,072None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15525$32,267None
Marex Group Ltd2026-06-302026-08-153,804$233,794None
Mutual Advisors, LLC2026-06-302026-08-1597,123$5,969,197None
Advyzon Investment Management, LLC2026-06-302026-08-151,801$110,689None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗WEST MICHIGAN ADVISORS, LLC ↗GILL CAPITAL PARTNERS, LLC ↗Bullock Wealth Management Group ↗Kingsview Wealth Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.