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, 490 increasing their positions, 261 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 261

66% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 64

39% more call options, than puts

Call options by funds: $111M | Put options by funds: $80.1M

3% more funds holding

Funds holding: 936961 (+25)

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
+25
Holders Change %
+2.67%
% of All Funds
11.84%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.59%
New
106
Increased
490
Reduced
261
Closed
64
Calls
$111M
Puts
$80.1M
Net Calls
+$30.9M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
3IP
901
3Chopt Investment Partners
Virginia
$20.8K -$116 -2 -0.5%
SIC
902
SJS Investment Consulting
Ohio
$19.8K
PSB
903
Piscataqua Savings Bank
New Hampshire
$18.6K
MWA
904
Miller Wealth Advisors
Colorado
$18K
RFP
905
Root Financial Partners
California
$17.8K +$13.8K +239 +295%
EWM
906
Evermay Wealth Management
Virginia
$16.7K +$17.4K +300 New
AC
907
AlphaCore Capital
California
$16.4K -$4.34K -75 -20%
AWA
908
Acumen Wealth Advisors
Tennessee
$16.1K +$7.92K +137 +90%
ADL
909
Asset Dedication LLC
California
$14.7K
OCM
910
Osbon Capital Management
Massachusetts
$14.6K
VR
911
Vision Retirement
New Jersey
$14.4K
MWA
912
Merkkuri Wealth Advisors
New York
$14.3K +$14.9K +257 New
Allspring Global Investments
913
Allspring Global Investments
North Carolina
$13.8K
RF
914
Rossby Financial
Florida
$13.2K
UFPG
915
United Financial Planning Group
New York
$13.1K +$13.6K +236 New
MGI
916
Miller Global Investments
Texas
$11.4K +$11.9K +205 New
GPFA
917
Game Plan Financial Advisors
Ohio
$11.1K
CFSG
918
Community Financial Services Group
Vermont
$11.1K +$11.6K +200 New
TPWA
919
Twin Peaks Wealth Advisors
California
$11.1K +$11.6K +200 New
AW
920
Avion Wealth
Texas
$11K -$161K -2,781 -93%
GGI
921
Godsey & Gibb Inc
Virginia
$10.7K
PWA
922
Physician Wealth Advisors
Utah
$10.3K
Qube Research & Technologies (QRT)
923
Qube Research & Technologies (QRT)
United Kingdom
$9.94K -$90.7K -1,568 -90%
SC
924
Stance Capital
Massachusetts
$9.94K +$10.4K +179 New
DWA
925
Delos Wealth Advisors
Texas
$9.77K -$6.82K -118 -40%