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, 490 increasing their positions, 261 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 261

66% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 64

39% more call options, than puts

Call options by funds: $111M | Put options by funds: $80.1M

3% more funds holding

Funds holding: 936961 (+25)

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
+25
Holders Change %
+2.67%
% of All Funds
11.84%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.59%
New
106
Increased
490
Reduced
261
Closed
64
Calls
$111M
Puts
$80.1M
Net Calls
+$30.9M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$53.8M -$2.37M -41,035 -4%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$50.9M +$5.42M +93,783 +11%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$49.5M +$3.85M +66,643 +8%
HighTower Advisors
29
HighTower Advisors
Illinois
$47.3M +$651K +11,249 +1%
SS
30
SBI Securities
Japan
$42.7M +$1.81M +31,250 +4%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$42.5M +$6.28M +108,650 +17%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$38.2M +$1.64M +28,352 +4%
AWM
33
Apollon Wealth Management
South Carolina
$36.6M +$2.75M +47,598 +8%
SPIA
34
Steward Partners Investment Advisory
New York
$36.1M +$2.15M +37,196 +6%
WAOI
35
Wealth Advisors of Iowa
Iowa
$35.3M +$933K +16,125 +3%
CSP
36
Cary Street Partners
Virginia
$34.9M +$2.29M +39,517 +7%
Truist Financial
37
Truist Financial
North Carolina
$33.3M +$1.22M +21,074 +4%
Franklin Resources
38
Franklin Resources
California
$32.9M +$170K +2,936 +0.5%
GVAG
39
Great Valley Advisor Group
Delaware
$32.6M +$3.51M +60,769 +12%
IAA
40
Independent Advisor Alliance
North Carolina
$31.6M +$32.9M +568,891 New
SEIA
41
Signature Estate & Investment Advisors
California
$31.5M -$1.24M -21,519 -4%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$30.8M +$6.24M +107,889 +24%
NA
43
NewEdge Advisors
Louisiana
$30.7M +$2.45M +42,440 +8%
PA
44
PSI Advisors
Florida
$29.1M +$1.64M +28,279 +6%
LGA
45
Lebenthal Global Advisors
New York
$29.1M +$333K +5,766 +1%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$29M +$9.77M +168,954 +48%
MFG
47
Magnus Financial Group
New York
$28M +$2.19M +37,879 +8%
HIP
48
HUB Investment Partners
Texas
$25.8M +$6.13M +105,933 +29%
WA
49
Waverly Advisors
Alabama
$23.5M +$7.74M +133,909 +46%
JRFS
50
James Reed Financial Services
Ohio
$23.4M -$1.07M -18,559 -4%