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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

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: 965 → 1,024 (+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: 48 → 39 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$144M
2
LPL Financial
LPL Financial
California
+$102M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$74.6M
4
Bank of America
Bank of America
North Carolina
+$39.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$37.5M

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$58.2M
2
IAA
Independent Advisor Alliance
North Carolina
-$31.6M
3
AF
Allworth Financial
California
-$20.3M
4
CSP
Cary Street Partners
Virginia
-$18.6M
5
UBS Group
UBS Group
Switzerland
-$17.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MG
851
Marex Group
$234K +$226K +3,804 New
WFA
852
Websterrogers Financial Advisors
South Carolina
$233K – – –
MA
853
MONECO Advisors
Connecticut
$229K -$22K -370 -9%
IIA
854
IPG Investment Advisors
California
$226K +$218K +3,675 New
CT
855
Colonial Trust
South Carolina
$224K +$2.55K +43 +1%
AWM
856
Angeles Wealth Management
California
$224K +$216K +3,648 New
MC
857
Matisse Capital
Oregon
$224K -$361K -6,080 -63%
CG
858
CFO4Life Group
Texas
$224K +$1.3K +22 +0.6%
AW
859
Ankerstar Wealth
Texas
$223K +$5.58K +94 +3%
SWMP
860
Signature Wealth Management Partners
New Jersey
$222K +$214K +3,611 New
BB
861
Burford Brothers
Texas
$220K +$213K +3,587 New
VFG
862
Victory Financial Group
Texas
$220K -$158K -2,657 -43%
TNA
863
True North Advisors
Texas
$218K +$210K +3,544 New
WAM
864
WealthTrust Asset Management
Florida
$217K -$57.9K -975 -22%
VWA
865
VSM Wealth Advisory
Maryland
$217K +$40.2K +677 +24%
AWC
866
Adamsbrown Wealth Consultants
Kansas
$216K +$208K +3,508 New
WF
867
WoodTrust Financial
Wisconsin
$215K +$208K +3,500 New
SVWAG
868
Sound View Wealth Advisors Group
Georgia
$214K +$207K +3,485 New
OBWA
869
Oak Barrel Wealth Advisory
Virginia
$214K +$206K +3,476 New
MAG
870
MRA Advisory Group
New Jersey
$213K +$206K +3,473 New
GWM
871
Goldenstone Wealth Management
California
$213K -$27.5K -464 -12%
RWM
872
Ritholtz Wealth Management
New York
$213K +$206K +3,468 New
SFG
873
Strive Financial Group
Indiana
$213K +$81.8K +1,379 +66%
CFP
874
Cypress Financial Planning
New Jersey
$213K +$205K +3,463 New
SG
875
Sherry Group
Arkansas
$212K +$208K +3,500 New
33 34
35
36 37

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.