JPM NASDAQ EQUITY PREMIUM (JEPQ) Institutional Ownership Changes & 13F Activity

JPM NASDAQ EQUITY PREMIUM (JEPQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Two Sigma Investments, Lp, Bank Of America Corp, Osaic Holdings, Inc., and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cherry Tree Wealth Management, LlcBuy+1,575+9.7%17,780$1.09MQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+228,842+122.1%416,331$25.59MQ2 2026Sep 09, 2026
Palogic Value Management, L.P.Buy+4,600+23.7%24,000$1.48MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+71,165+29.2%315,184$19.37MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+21,081+118.8%38,822$2.39MQ2 2026Aug 27, 2026
West Michigan Advisors, LlcSell-2,737-10.2%23,986$1.47MQ2 2026Aug 21, 2026
Gill Capital Partners, LlcSell-479-1.1%43,195$2.65MQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcBuy+88,708+23.3%469,715$28.87MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+3,272+11.0%32,898$2.02MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+245+41.5%835$51.32KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+33,046+19.8%199,609$12.27MQ2 2026Aug 18, 2026
Strait & Sound Wealth Management LlcBuy+1,074+17.8%7,104$436.63KQ2 2026Aug 18, 2026
Wny Asset Management, LlcBuy+45,71745,717$2.81MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+38,247+18.0%250,359$15.39MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+13,899+13.8%114,630$7.04MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+9,091+5.7%168,364$10.35MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-2,838-0.1%2,152,109$129.64MQ2 2026Aug 17, 2026
Melia Wealth LlcBuy+2,248+8.3%29,228$1.80MQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+1,379+66.0%3,467$213.08KQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcBuy+902+6.1%15,680$963.68KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-519-2.4%21,031$1.29MQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcSell-405-4.7%8,295$509.81KQ2 2026Aug 17, 2026
Caitlin John, LlcBuy+287+7.8%3,983$244.79KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+5,524,8655,524,865$339.51MQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-980,500-90.1%108,200$6.65MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+673,180+4.9%14,550,868$894.30MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+631,198+16.9%4,365,130$268.33MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+612,630+6.7%9,691,459$595.64MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+452,001+21.0%2,605,719$154.83MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+259,266+5.6%4,865,661$299.04MQ2 2026Aug 14, 2026
Showing 30 of 985

Frequently asked questions about JEPQ activity

  • Which institutional owners are buying JEPQ?

    Institutional owners buying JEPQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JEPQ activity?

    "Buy" means an investor increased their reported position in JEPQ compared to the prior reporting period. This reflects growing exposure to JPM NASDAQ EQUITY PREMIUM (JEPQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JEPQ increasing?

    Institutional interest in JEPQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.