We are live on ! Find out more
JEPQ icon

JPMorgan Nasdaq Equity Premium Income ETF

961 hedge funds and large institutions have $10.3B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 489 increasing their positions, 262 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

2% more funds holding in top 10

Funds holding in top 10: 4748 (+1)

1% more capital invested

Capital invested by funds: $10.2B → $10.3B (+$139M)

1.14% less ownership

Funds ownership: 31.63%30.5% (-1.1%)

Holders
961
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$111M
Puts
$80.1M
Net Calls
Net Calls Change

Top Buyers

1 +$115M
2 +$65.5M
3 +$62.9M
4
Morgan Stanley
Morgan Stanley
New York
+$62.7M
5
Two Sigma Investments
Two Sigma Investments
New York
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
226
Flagstar Advisors
New York
$3.51M
PGAM
227
Princeton Global Asset Management
New Jersey
$3.45M
LFAS
228
Level Four Advisory Services
Texas
$3.45M
RA
229
RFG Advisory
Alabama
$3.42M
WI
230
Westbourne Investments
Virginia
$3.37M
SMC
231
Smith, Moore & Co
Missouri
$3.33M
IPAM
232
Investment Partners Asset Management
New Jersey
$3.33M
MAG
233
Mayfair Advisory Group
Alabama
$3.31M
William Blair & Company
234
William Blair & Company
Illinois
$3.31M
ACA
235
Aptus Capital Advisors
Alabama
$3.26M
FFS
236
Fortress Financial Solutions
Arizona
$3.25M
AFP
237
Ausdal Financial Partners
Iowa
$3.23M
AWE
238
Avidian Wealth Enterprises
Texas
$3.2M
WG
239
WMS Group
Louisiana
$3.2M
DWP
240
Daymark Wealth Partners
Ohio
$3.16M
IA
241
IFP Advisors
Florida
$3.1M
SWA
242
Stratos Wealth Advisors
Ohio
$3.08M
MEAC
243
M.E. Allison & Co
Texas
$3.08M
SWP
244
Summit Wealth Partners
Florida
$3.06M
WAM
245
WNY Asset Management
New York
$3.05M
KA
246
Kovack Advisors
Florida
$3.03M
RWA
247
Rooted Wealth Advisors
Illinois
$3.02M
JSL
248
JT Stratford LLC
Georgia
$2.99M
CWMGO
249
Capstone Wealth Management Group (Oregon)
Oregon
$2.97M
AUB
250
Atlantic Union Bankshares
Virginia
$2.94M