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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cherry Tree Wealth Management, Llc | Buy | +1,575 | +9.7% | 17,780 | $1.09M | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +228,842 | +122.1% | 416,331 | $25.59M | Q2 2026 | Sep 09, 2026 |
| Palogic Value Management, L.P. | Buy | +4,600 | +23.7% | 24,000 | $1.48M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +71,165 | +29.2% | 315,184 | $19.37M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +21,081 | +118.8% | 38,822 | $2.39M | Q2 2026 | Aug 27, 2026 |
| West Michigan Advisors, Llc | Sell | -2,737 | -10.2% | 23,986 | $1.47M | Q2 2026 | Aug 21, 2026 |
| Gill Capital Partners, Llc | Sell | -479 | -1.1% | 43,195 | $2.65M | Q2 2026 | Aug 20, 2026 |
| Kingsview Wealth Management, Llc | Buy | +88,708 | +23.3% | 469,715 | $28.87M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Buy | +3,272 | +11.0% | 32,898 | $2.02M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +245 | +41.5% | 835 | $51.32K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +33,046 | +19.8% | 199,609 | $12.27M | Q2 2026 | Aug 18, 2026 |
| Strait & Sound Wealth Management Llc | Buy | +1,074 | +17.8% | 7,104 | $436.63K | Q2 2026 | Aug 18, 2026 |
| Wny Asset Management, Llc | Buy | +45,717 | — | 45,717 | $2.81M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +38,247 | +18.0% | 250,359 | $15.39M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +13,899 | +13.8% | 114,630 | $7.04M | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +9,091 | +5.7% | 168,364 | $10.35M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -2,838 | -0.1% | 2,152,109 | $129.64M | Q2 2026 | Aug 17, 2026 |
| Melia Wealth Llc | Buy | +2,248 | +8.3% | 29,228 | $1.80M | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Buy | +1,379 | +66.0% | 3,467 | $213.08K | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Buy | +902 | +6.1% | 15,680 | $963.68K | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -519 | -2.4% | 21,031 | $1.29M | Q2 2026 | Aug 17, 2026 |
| Comprehensive Money Management Services Llc | Sell | -405 | -4.7% | 8,295 | $509.81K | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Buy | +287 | +7.8% | 3,983 | $244.79K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +5,524,865 | — | 5,524,865 | $339.51M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -980,500 | -90.1% | 108,200 | $6.65M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +673,180 | +4.9% | 14,550,868 | $894.30M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +631,198 | +16.9% | 4,365,130 | $268.33M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +612,630 | +6.7% | 9,691,459 | $595.64M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +452,001 | +21.0% | 2,605,719 | $154.83M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +259,266 | +5.6% | 4,865,661 | $299.04M | Q2 2026 | Aug 14, 2026 |
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.