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
HWM
826
Howard Wealth Management
Connecticut
$210K
XF
827
XML Financial
Maryland
$208K
FF
828
Friday Financial
Iowa
$207K
CJ
829
Caitlin John
Michigan
$205K
LWM
830
LJI Wealth Management
Indiana
$203K
CG
831
CFO4Life Group
Texas
$201K
CT
832
Colonial Trust
South Carolina
$200K
AW
833
Ankerstar Wealth
Texas
$196K
MSWA
834
Marshall & Sterling Wealth Advisors
New York
$195K
BL
835
BFSG LLC
California
$181K
CA
836
Centerpoint Advisors
Massachusetts
$171K
WTC
837
WhitTier Trust Company
Nevada
$166K
WAS
838
Winch Advisory Services
Wisconsin
$163K
VWA
839
VSM Wealth Advisory
Maryland
$159K
GSEP
840
Golden State Equity Partners
California
$130K
BWL
841
Bogart Wealth LLC
Virginia
$129K
RFA
842
Reyes Financial Architecture
California
$128K
MAS
843
MPWM Advisory Solutions
Georgia
$128K
MWA
844
Medallion Wealth Advisors
Connecticut
$126K
VCM
845
Versant Capital Management
Arizona
$124K
GI
846
GAMMA Investing
California
$121K
IAAG
847
Innovative Asset Advisors Group
Connecticut
$119K
Citigroup
848
Citigroup
New York
$118K
SFG
849
Strive Financial Group
Indiana
$116K
KFAS
850
Keating Financial Advisory Services
Kansas
$114K