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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
DADC
101
D.A. Davidson & Co
Montana
$9.89M +$2.13M +35,924 +29%
SWM
102
Spire Wealth Management
Virginia
$9.82M +$1.13M +19,111 +14%
SAM
103
Smartleaf Asset Management
Massachusetts
$9.68M
GWM
104
Geneos Wealth Management
Colorado
$9.66M +$1.71M +28,802 +22%
PWP
105
Principle Wealth Partners
Connecticut
$9.62M +$273K +4,597 +3%
CIA
106
Concurrent Investment Advisors
Florida
$9.61M +$2.96M +49,921 +47%
KIG
107
Kennedy Investment Group
New Jersey
$9.61M +$339K +5,720 +4%
FFA
108
Farther Finance Advisors
California
$9.55M +$1.8M +30,284 +24%
SI
109
Stephens Inc
Arkansas
$9.52M +$598K +10,076 +7%
MBTD
110
Mechanics Bank - Trust Department
California
$9.48M +$671K +11,312 +8%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$9.39M -$273K -4,598 -3%
IWA
112
IVC Wealth Advisors
Pennsylvania
$9.32M +$9.61K +162 +0.1%
SF
113
Summit Financial
New Jersey
$9.32M +$764K +12,880 +9%
MOS
114
MGO One Seven
Ohio
$9.19M -$1.43M -24,053 -14%
IWM
115
IHT Wealth Management
Illinois
$8.93M +$1.24M +20,817 +17%
ARG
116
Advisory Resource Group
Oklahoma
$8.89M +$55.5K +936 +0.7%
SSWM
117
Sheets Smith Wealth Management
North Carolina
$8.87M +$20.9K +353 +0.2%
PAS
118
Park Avenue Securities
New York
$8.74M +$8.43M +142,136 New
CFG
119
Carr Financial Group
Massachusetts
$8.73M -$600K -10,104 -7%
LJCM
120
Lee Johnson Capital Management
Texas
$8.54M +$2.45M +41,356 +42%
CWM
121
Cornerstone Wealth Management
Missouri
$8.51M -$1.36M -22,891 -14%
CCA
122
Childress Capital Advisors
Texas
$8.51M +$18.6K +314 +0.2%
MFG
123
MTM Financial Group
Pennsylvania
$8.5M +$635K +10,696 +8%
CPIG
124
Chicago Partners Investment Group
Illinois
$8.43M +$1.84M +30,936 +27%
BCM
125
Brookstone Capital Management
Illinois
$8.23M +$757K +12,755 +11%

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.