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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
HNB
76
Huntington National Bank
Ohio
$13.8M +$331K +5,572 +5%
RIL
77
Rothschild Investment LLC
Illinois
$13.7M +$591K +9,964 +5%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$13.7M +$311K +5,245 +2%
BWP
79
Bernardo Wealth Planning
Pennsylvania
$13.7M +$366K +6,168 +3%
CWM
80
Centurion Wealth Management
Virginia
$13.6M -$2.63M -44,337 -17%
CA
81
Cambridge Advisors
Nebraska
$12.6M -$79K -1,332 -0.6%
BFA
82
Beacon Financial Advisory
Ohio
$12.4M +$354K +5,962 +3%
BPA
83
Beacon Pointe Advisors
California
$12.3M +$1.96M +33,046 +20%
PF
84
Prota Financial
Texas
$12.1M -$37.2K -627 -0.3%
NWWA
85
New Wave Wealth Advisors
Arkansas
$11.8M +$2.69M +45,323 +31%
EIA
86
Eldridge Investment Advisors
New Hampshire
$11.6M -$86.9K -1,465 -0.8%
MAM
87
Morse Asset Management
Connecticut
$11.6M +$697K +11,741 +7%
CIA
88
Caerus Investment Advisors
Texas
$11.6M +$2.81M +47,327 +34%
MCIA
89
Mountain Capital Investment Advisors
Colorado
$11.5M -$691K -11,642 -6%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$11.3M +$3.22M +54,295 +42%
SPC
91
Sigma Planning Corp
Michigan
$11.3M +$6.48M +109,265 +147%
KPWS
92
Kestra Private Wealth Services
Texas
$11.2M -$1.47M -24,724 -12%
BRWM
93
Blue Rock Wealth Management
North Carolina
$11.1M -$972K -16,382 -8%
CBA
94
Coastal Bridge Advisors
Connecticut
$10.3M +$539K +9,091 +6%
IP
95
Indivisible Partners
Florida
$10.3M -$1.21M -20,346 -11%
BCI
96
Brinker Capital Investments
Pennsylvania
$10.2M -$3.33M -56,172 -25%
SCS
97
Southern Capital Services
Alabama
$10.2M -$1.54M -25,975 -14%
Creative Planning
98
Creative Planning
Kansas
$10.2M +$1.15M +19,333 +13%
LFG
99
Larson Financial Group
Missouri
$10.2M +$798K +13,452 +9%
AWMG
100
ADG Wealth Management Group
Louisiana
$10M +$164K +2,766 +2%

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.