JEPQ icon

JPMorgan Nasdaq Equity Premium Income ETF

948 hedge funds and large institutions have $10.2B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 482 increasing their positions, 260 reducing their positions, and 63 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:

1% more capital invested

Capital invested by funds: $10.2B → $10.2B (+$71.7M)

1.26% less ownership

Funds ownership: 31.61%30.35% (-1.3%)

2% less funds holding in top 10

Funds holding in top 10: 4645 (-1)

Holders
948
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
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
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$21.2M
KWM
52
Kingsview Wealth Management
Oregon
$21.2M
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$20.9M
TCM
54
Traynor Capital Management
Pennsylvania
$19.9M
SFG
55
SageGuard Financial Group
Tennessee
$19.6M
PCIA
56
Prime Capital Investment Advisors
Kansas
$18.7M
Wealthfront Advisers
57
Wealthfront Advisers
California
$18.4M
IFG
58
Independent Financial Group
California
$17.2M
Cerity Partners
59
Cerity Partners
New York
$17M
P
60
&Partners
Tennessee
$16.3M
WHG
61
Westwood Holdings Group
Texas
$16.2M
APW
62
Aventura Private Wealth
Florida
$15.4M
CWM
63
Centurion Wealth Management
Virginia
$14.8M
HWAM
64
Hennion & Walsh Asset Management
New Jersey
$13.6M
Citadel Advisors
65
Citadel Advisors
Florida
$13.5M
EWS
66
Evergreen Wealth Solutions
Pennsylvania
$13.1M
AAP
67
Arax Advisory Partners
Colorado
$12.6M
BCI
68
Brinker Capital Investments
Pennsylvania
$12.4M
KWA
69
Kingswood Wealth Advisors
California
$12.3M
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$12.1M
BWP
71
Bernardo Wealth Planning
Pennsylvania
$12M
ATC
72
Argent Trust Co
Tennessee
$12M
CFS
73
Compass Financial Services
Iowa
$12M
PFS
74
Prospera Financial Services
Texas
$11.9M
RIL
75
Rothschild Investment LLC
Illinois
$11.8M