We are live on ! Find out more
JEPQ icon

JPMorgan Nasdaq Equity Premium Income ETF

1,024 hedge funds and large institutions have $12.2B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2026 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 537 increasing their positions, 261 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $222M | Put options by funds: $81.3M

157% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 51

106% more repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 261

18% more capital invested

Capital invested by funds: $10.3B → $12.2B (+$1.88B)

6% more funds holding

Funds holding: 9651,024 (+59)

0.37% less ownership

Funds ownership: 30.5%30.14% (-0.37%)

19% less funds holding in top 10

Funds holding in top 10: 4839 (-9)

Holders
1,024
Holders Change
+59
Holders Change %
+6.11%
% of All Funds
12.37%
Holding in Top 10
39
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-18.75%
% of All Funds
0.47%
New
131
Increased
537
Reduced
261
Closed
51
Calls
$222M
Puts
$81.3M
Net Calls
+$141M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$54.2M -$14.4M -241,856 -22%
HighTower Advisors
27
HighTower Advisors
Illinois
$51.7M -$652K -10,990 -1%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$49.1M +$1.97M +33,116 +4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$49.1M -$5.57M -93,831 -11%
SS
30
SBI Securities
Japan
$46.4M -$885K -14,907 -2%
AWM
31
Apollon Wealth Management
South Carolina
$44.6M +$3.93M +66,222 +10%
AAP
32
Arax Advisory Partners
Colorado
$42.9M +$28M +471,829 +208%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$42.3M +$59.9K +1,010 +0.1%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$41.7M +$9.26M +156,060 +30%
WAOI
35
Wealth Advisors of Iowa
Iowa
$41.4M +$2.31M +38,926 +6%
SPIA
36
Steward Partners Investment Advisory
New York
$40.7M +$707K +11,909 +2%
IMC Chicago
37
IMC Chicago
Illinois
$40.3M +$31.7M +534,381 +441%
GVAG
38
Great Valley Advisor Group
Delaware
$39.1M +$2.83M +47,749 +8%
NA
39
NewEdge Advisors
Louisiana
$38.9M +$4.69M +79,116 +14%
Franklin Resources
40
Franklin Resources
California
$37.9M +$1.51M +25,478 +4%
Truist Financial
41
Truist Financial
North Carolina
$37.7M +$857K +14,438 +2%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$35.3M +$1.18M +19,872 +4%
TCM
43
Traynor Capital Management
Pennsylvania
$34.4M +$11.2M +188,718 +51%
MFG
44
Magnus Financial Group
New York
$33.2M +$2.07M +34,889 +7%
LGA
45
Lebenthal Global Advisors
New York
$32.3M +$160K +2,695 +0.5%
SEIA
46
Signature Estate & Investment Advisors
California
$32M -$2.84M -47,885 -8%
IWC
47
Integrated Wealth Concepts
Massachusetts
$30.6M +$18.4M +310,186 +165%
VVP
48
Venture Visionary Partners
Ohio
$29.8M +$16.8M +283,129 +140%
HIP
49
HUB Investment Partners
Texas
$29.8M +$1.12M +18,958 +4%
KWM
50
Kingsview Wealth Management
Oregon
$28.9M +$5.26M +88,708 +23%

JEPQ Hedge Fund Activity: Q2 2026 in Review

1,024 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) for Q2 2026, worth a combined $12.2B — up 18% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new JEPQ positions and 51 closed out — a net gain of 80 holders — while 537 added to existing stakes and 261 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $144M. The largest seller was Two Sigma Investments, cutting an estimated $58.2M.

  • 1,024 institutional investors held JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as of Q2 2026, up from 965 in Q1 2026.
  • Funds reported $12.2B of JPMorgan Nasdaq Equity Premium Income ETF stock for Q2 2026, up 18% quarter-over-quarter.
  • 131 funds opened new JPMorgan Nasdaq Equity Premium Income ETF positions in Q2 2026 and 51 closed out, a net change of +80 holders.
  • The largest JPMorgan Nasdaq Equity Premium Income ETF buyer in Q2 2026 was Morgan Stanley, an estimated $144M added.
  • The largest JPMorgan Nasdaq Equity Premium Income ETF seller in Q2 2026 was Two Sigma Investments, an estimated $58.2M sold.

Based on aggregated 13F filings for Q2 2026.