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, 489 increasing their positions, 262 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$111M
Puts
$80.1M
Net Calls
Net Calls Change

Top Buyers

1 +$115M
2 +$65.5M
3 +$62.9M
4
Morgan Stanley
Morgan Stanley
New York
+$62.7M
5
Two Sigma Investments
Two Sigma Investments
New York
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$7.13M
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$7.11M
AssetMark Inc
128
AssetMark Inc
California
$7.11M
MFG
129
MTM Financial Group
Pennsylvania
$7.08M
MAM
130
Milestone Asset Management
Pennsylvania
$7.01M
FFA
131
Farther Finance Advisors
California
$6.94M
DADC
132
D.A. Davidson & Co
Montana
$6.94M
IWM
133
IHT Wealth Management
Illinois
$6.91M
TFS
134
Thoroughbred Financial Services
Tennessee
$6.9M
NEPWA
135
New England Private Wealth Advisors
Massachusetts
$6.75M
IMC Chicago
136
IMC Chicago
Illinois
$6.73M
BCM
137
Brookstone Capital Management
Illinois
$6.72M
CPIG
138
Chicago Partners Investment Group
Illinois
$6.66M
GSIAS
139
Garden State Investment Advisory Services
New Jersey
$6.64M
CFG
140
Citizens Financial Group
Rhode Island
$6.61M
NFSG
141
Newbridge Financial Services Group
Florida
$6.55M
AF
142
Advisornet Financial
Minnesota
$6.47M
MS
143
Madden Securities
Texas
$6.42M
HNWAG
144
High Net Worth Advisory Group
Florida
$6.41M
FCMA
145
Foresight Capital Management Advisors
Michigan
$6.37M
PA
146
Pinnacle Associates
New York
$6.32M
ZCP
147
Z3 Capital Partners
Virginia
$6.3M
MCC
148
Money Concepts Capital
Florida
$6.26M
BCM
149
Beck Capital Management
Texas
$6.26M
ACM
150
AlphaStar Capital Management
North Carolina
$6.15M