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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
PA
51
PSI Advisors
Florida
$28.9M -$3.29M -55,449 -11%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$28.3M +$5.05M +85,054 +23%
JRFS
53
James Reed Financial Services
Ohio
$26.1M +$168K +2,833 +0.7%
CA
54
Cornerstone Advisory
Maryland
$24.2M +$389K +6,561 +2%
SFG
55
SageGuard Financial Group
Tennessee
$23.4M +$1.68M +28,389 +8%
Cerity Partners
56
Cerity Partners
New York
$22.5M +$3.53M +59,432 +19%
WA
57
Waverly Advisors
Alabama
$22.1M -$3.73M -62,821 -15%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$21.7M -$1.32M -22,171 -6%
IFG
59
Independent Financial Group
California
$21.6M +$2.5M +42,067 +14%
Wealthfront Advisers
60
Wealthfront Advisers
California
$21.3M +$881K +14,844 +4%
Citadel Advisors
61
Citadel Advisors
Florida
$19.4M +$4.22M +71,165 +29%
CSP
62
Cary Street Partners
Virginia
$19.3M -$18.6M -313,492 -50%
WHG
63
Westwood Holdings Group
Texas
$19.3M +$1.3M +21,936 +8%
PAM
64
PVG Asset Management
Colorado
$17.2M
PCIA
65
Prime Capital Investment Advisors
Kansas
$16.8M -$3.79M -63,840 -19%
P
66
&Partners
Tennessee
$16.3M -$1.72M -28,932 -10%
HWAM
67
Hennion & Walsh Asset Management
New Jersey
$15.7M +$622K +10,487 +4%
UCFA
68
United Capital Financial Advisors
Texas
$15.4M +$2.27M +38,247 +18%
AWM
69
Avior Wealth Management
Nebraska
$15.3M +$4.74M +79,851 +47%
APW
70
Aventura Private Wealth
Florida
$15M -$2.07M -34,889 -13%
KWA
71
Kingswood Wealth Advisors
California
$14.9M +$1.28M +21,606 +10%
EWS
72
Evergreen Wealth Solutions
Pennsylvania
$14.4M +$187K +3,149 +1%
CFS
73
Compass Financial Services
Iowa
$14.4M +$1.14M +19,256 +9%
ATC
74
Argent Trust Co
Tennessee
$14M +$728K +12,273 +6%
PFS
75
Prospera Financial Services
Texas
$13.8M +$629K +10,598 +5%

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.