JEPQ icon

JPMorgan Nasdaq Equity Premium Income ETF

948 hedge funds and large institutions have $10.2B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 482 increasing their positions, 260 reducing their positions, and 63 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:

1% more capital invested

Capital invested by funds: $10.2B → $10.2B (+$71.7M)

1.26% less ownership

Funds ownership: 31.61%30.35% (-1.3%)

2% less funds holding in top 10

Funds holding in top 10: 4645 (-1)

Holders
948
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
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
RPGNY
176
Retirement Planning Group (New York)
New York
$4.81M
UIA
177
Ulland Investment Advisors
Minnesota
$4.77M
NA
178
NewEdge Advisors
Louisiana
$4.76M
HBFP
179
Henderson Brothers Financial Partners
Pennsylvania
$4.72M
LSPW
180
Lake Street Private Wealth
Illinois
$4.71M
PIA
181
Perennial Investment Advisors
California
$4.68M
KWM
182
KFG Wealth Management
Indiana
$4.61M
AC
183
Apella Capital
Connecticut
$4.6M
KCPT
184
Kingstone Capital Partners Texas
Texas
$4.54M
SA
185
Sanctuary Advisors
Indiana
$4.51M
SWP
186
Semus Wealth Partners
Florida
$4.47M
HCP
187
Hexagon Capital Partners
Arkansas
$4.42M
EIP
188
Ellis Investment Partners
Pennsylvania
$4.42M
Bank of New York Mellon
189
Bank of New York Mellon
New York
$4.38M
OBWG
190
Onyx Bridge Wealth Group
New York
$4.37M
FFWA
191
FRG Family Wealth Advisors
Washington
$4.34M
PWMAG
192
Pinnacle Wealth Management Advisory Group
New Jersey
$4.31M
DC
193
Davenport & Co
Virginia
$4.29M
WS
194
Wedbush Securities
California
$4.24M
KF
195
Krilogy Financial
Missouri
$4.23M
CIAS
196
Capital Investment Advisory Services
North Carolina
$4.19M
TW
197
Trajan Wealth
Arizona
$4.17M
SPC
198
Sigma Planning Corp
Michigan
$4.14M
AWM
199
Axxcess Wealth Management
California
$4.11M
PI
200
PFG Investments
New York
$4.05M