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. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC and Sequoia Financial Advisors.

Related JEPQ Institutional Insights

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCBuy86,714102,614$5,697,129
Q1 2026Sequoia Financial AdvisorsBuy2,8459,089$504,610
Q3 2025Sequoia Financial AdvisorsBuy1,2246,244$359,170
Q2 2025Sequoia Financial AdvisorsSell-8,3355,020$273,066
Q1 2025Renaissance Technologies LLCSell-166,40015,900$823,302
Q1 2025Sequoia Financial AdvisorsBuy6,70113,355$691,503
Q4 2024Renaissance Technologies LLCBuy30,264182,300$10,278,074
Q3 2024Sequoia Financial AdvisorsSell-3,8396,654$365,505
Q2 2024Renaissance Technologies LLCBuy30,536152,036$8,437,998
Q2 2024Sequoia Financial AdvisorsSell-2,79010,493$582,362
Q1 2024Renaissance Technologies LLCSell-62,800121,500$6,590
Q1 2024Sequoia Financial AdvisorsBuy13,28313,283$720,451
Q4 2023Renaissance Technologies LLCSell-48,400184,300$9,202
Q2 2023Renaissance Technologies LLCBuy143,900232,700$11,256
Q1 2023Renaissance Technologies LLCBuy21,01488,800$4,004
Q4 2022Renaissance Technologies LLCSell-2,91467,786$2,766
Q3 2022Renaissance Technologies LLCBuy70,70070,700$2,945

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.