There is a long list of 455 institutional holders of JEPQ within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of JEPQ by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-JEPQ table below, the initial column indicates the name of each top institutional holder of JEPQ, with a link to that fund's top holdings. The next columns indicate the amount of JEPQ stock held by each of the institutional holders of JEPQ, followed by the JEPQ position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

Holder	Amount	Position Size ($ in 1000's)	As of
JPMorgan Chase & Co.	8,441,656	$421,492	12/31/2023
JEPQ	8,441,656	$421,492	12/31/2023
Morgan Stanley	6,557,553	$327,419	12/31/2023
JEPQ	6,557,553	$327,419	12/31/2023
LPL Financial LLC	5,061,250	$252,708	12/31/2023
JEPQ	5,061,250	$252,708	12/31/2023
Wells Fargo & Company MN		$137,360	12/31/2023
JEPQ	2,770,166	$138,314	12/31/2023
Put	19,100	$954	12/31/2023
Envestnet Asset Management Inc.	2,543,839	$127,014	12/31/2023
JEPQ	2,543,839	$127,014	12/31/2023
UBS Group AG	2,399,478	$119,806	12/31/2023
JEPQ	2,399,478	$119,806	12/31/2023
Marks Wealth LLC	2,164,599	$117,408	03/31/2024
JEPQ	2,164,599	$117,408	03/31/2024
Bank of America Corp DE	2,337,410	$116,707	12/31/2023
JEPQ	2,337,410	$116,707	12/31/2023
RiverFront Investment Group LLC	2,137,181	$115,920	03/31/2024
JEPQ	2,137,181	$115,920	03/31/2024
Advisor Group Holdings Inc.	1,896,070	$94,687	12/31/2023
JEPQ	1,896,070	$94,687	12/31/2023
Royal Bank of Canada	1,695,456	$84,655	12/31/2023
JEPQ	1,695,456	$84,655	12/31/2023
Commonwealth Equity Services LLC	1,502,448	$81,493	03/31/2024
JEPQ	1,502,448	$81,493	03/31/2024
Raymond James Financial Services Advisors Inc.	1,115,431	$60,501	03/31/2024
JEPQ	1,115,431	$60,501	03/31/2024
Global Assets Advisory LLC	1,112,091	$60,320	03/31/2024
JEPQ	1,112,091	$60,320	03/31/2024
Raymond James & Associates	858,421	$46,561	03/31/2024
JEPQ	858,421	$46,561	03/31/2024
Janney Montgomery Scott LLC	849,760	$46,091	03/31/2024
JEPQ	849,760	$46,091	03/31/2024
Hilton Capital Management LLC	882,050	$44,041	12/31/2023
JEPQ	882,050	$44,041	12/31/2023
New York Life Investment Management LLC	790,795	$39,484	12/31/2023
JEPQ	790,795	$39,484	12/31/2023
Private Advisor Group LLC	722,067	$39,165	03/31/2024
JEPQ	722,067	$39,165	03/31/2024
Requisite Capital Management LLC	655,953	$35,579	03/31/2024
JEPQ	655,953	$35,579	03/31/2024
MML Investors Services LLC	619,547	$30,934	12/31/2023
JEPQ	619,547	$30,934	12/31/2023
Lebenthal Global Advisors LLC	576,562	$28,788	12/31/2023
JEPQ	576,562	$28,788	12/31/2023
Truist Financial Corp	531,249	$26,525	12/31/2023
JEPQ	531,249	$26,525	12/31/2023
Capital Advisors Inc. OK	472,502	$25,628	03/31/2024
JEPQ	472,502	$25,628	03/31/2024
Kestra Advisory Services LLC	491,284	$24,530	12/31/2023
JEPQ	491,284	$24,530	12/31/2023
HighTower Advisors LLC	490,539	$24,476	12/31/2023
JEPQ	490,539	$24,476	12/31/2023
AE Wealth Management LLC	465,603	$24,114	12/31/2023
JEPQ	465,603	$24,114	12/31/2023
Wright Fund Managment LLC	376,307	$20,411	03/31/2024
JEPQ	376,307	$20,411	03/31/2024
Delta Investment Management LLC	387,305	$19,338	12/31/2023
JEPQ	387,305	$19,338	12/31/2023
Socha Financial Group LLC	386,480	$19,297	12/31/2023
JEPQ	386,480	$19,297	12/31/2023
Baird Financial Group Inc.	358,547	$17,902	12/31/2023
JEPQ	358,547	$17,902	12/31/2023
Stifel Financial Corp	352,976	$17,624	12/31/2023
JEPQ	352,976	$17,624	12/31/2023
Westwood Holdings Group Inc.	341,966	$17,074	12/31/2023
JEPQ	341,966	$17,074	12/31/2023
Prime Capital Investment Advisors LLC	339,923	$16,972	12/31/2023
JEPQ	339,923	$16,972	12/31/2023
CWM LLC	290,718	$15,769	03/31/2024
JEPQ	290,718	$15,769	03/31/2024
MADDEN SECURITIES Corp	278,895	$15,127	03/31/2024
JEPQ	278,895	$15,127	03/31/2024
Eldridge Investment Advisors Inc.	301,200	$15,039	12/31/2023
JEPQ	301,200	$15,039	12/31/2023
Apollon Wealth Management LLC	277,190	$15,035	03/31/2024
JEPQ	277,190	$15,035	03/31/2024
JNB Advisors LLC	272,395	$14,775	03/31/2024
JEPQ	272,395	$14,775	03/31/2024
Teamwork Financial Advisors LLC	265,877	$14,421	03/31/2024
JEPQ	265,877	$14,421	03/31/2024
Lee Johnson Capital Management LLC	264,667	$14,356	03/31/2024
JEPQ	264,667	$14,356	03/31/2024
Equitable Holdings Inc.	284,761	$14,218	12/31/2023
JEPQ	284,761	$14,218	12/31/2023
Marshall Financial Group LLC	259,735	$14,088	03/31/2024
JEPQ	259,735	$14,088	03/31/2024
Steward Partners Investment Advisory LLC	281,163	$14,038	12/31/2023
JEPQ	281,163	$14,038	12/31/2023
Cambridge Investment Research Advisors Inc.	250,400	$13,582	03/31/2024
JEPQ	250,400	$13,582	03/31/2024
Cetera Advisor Networks LLC	264,533	$13,208	12/31/2023
JEPQ	264,533	$13,208	12/31/2023
Atria Wealth Solutions Inc.	258,342	$12,919	12/31/2023
JEPQ	258,342	$12,919	12/31/2023
WCG Wealth Advisors LLC	249,749	$12,470	12/31/2023
JEPQ	249,749	$12,470	12/31/2023
Rockefeller Capital Management L.P.	242,666	$12,116	12/31/2023
JEPQ	242,666	$12,116	12/31/2023
Reitz Capital Advisors LLC	216,173	$11,885	03/31/2024
JEPQ	216,173	$11,885	03/31/2024

See All: Funds Holding JEPQ
See Details: Top 10 Hedge Funds Holding JEPQ
Also See: JEPQ Holdings Changes

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