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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
RWMG
1051
Redwood Wealth Management Group
New Jersey
– -$255K -4,600 Closed
PWAM
1052
Private Wealth Asset Management
Iowa
– -$246K -4,436 Closed
NPFS
1053
Novak & Powell Financial Services
Florida
– -$238K -4,290 Closed
QFA
1054
Quattro Financial Advisors
Texas
– -$232K -4,180 Closed
LWAM
1055
Legacy Wealth Asset Management
Minnesota
– -$229K -4,119 Closed
XF
1056
XML Financial
Maryland
– -$208K -3,750 Closed
LWM
1057
LJI Wealth Management
Indiana
– -$203K -3,665 Closed
VCM
1058
Versant Capital Management
Arizona
– -$124K -2,237 Closed
SWA
1059
SOA Wealth Advisors
New York
– -$93.2K -1,678 Closed
PMFA
1060
Plante Moran Financial Advisors
Michigan
– -$92.6K -1,667 Closed
AGWCA
1061
Annis Gardner Whiting Capital Advisors
Florida
– -$80.3K -1,447 Closed
POIA
1062
Pin Oak Investment Advisors
Texas
– -$79K -1,415 Closed
WOSD
1063
WFA of San Diego
California
– -$25.5K -460 Closed
RFP
1064
Root Financial Partners
California
– -$17.8K -320 Closed
EWM
1065
Evermay Wealth Management
Virginia
– -$16.7K -300 Closed
OCM
1066
Osbon Capital Management
Massachusetts
– -$14.6K -263 Closed
MWA
1067
Merkkuri Wealth Advisors
New York
– -$14.3K -257 Closed
UFPG
1068
United Financial Planning Group
New York
– -$13.1K -236 Closed
TPWA
1069
Twin Peaks Wealth Advisors
California
– -$11.1K -200 Closed
Qube Research & Technologies (QRT)
1070
Qube Research & Technologies (QRT)
United Kingdom
– -$9.94K -179 Closed
SC
1071
Stance Capital
Massachusetts
– -$9.94K -179 Closed
RF
1072
Robinswood Financial
Washington
– -$8.55K -154 Closed
FPB
1073
First PREMIER Bank
South Dakota
– -$8K -144 Closed
MSFP
1074
Mark Sheptoff Financial Planning
Connecticut
– -$6.25K -106 Closed
LAM
1075
Lummis Asset Management
Texas
– -$3.33K -60 Closed
40 41 42
43
44

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.