JPM NASDAQ EQUITY PREMIUM (JEPQ) Institutional Ownership and Insiders Activity
JPM NASDAQ EQUITY PREMIUM (JEPQ) is widely held by institutional investors, with 1018 firms reporting positions valued at approximately $12.06B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $1.60B in JEPQ holdings in its latest filing.
Institutional Holders
1,018
Total Reported Value
$12.06B
Largest Holder
Morgan Stanley
Largest Position
$1.60B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
131
Funds Exiting Positions
85
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$1.60B
- Jpmorgan Chase & Co$1.40B
- Lpl Financial Llc$1.14B
- Bank Of America Corp$894.30M
- Wells Fargo & Company/Mn$595.64M
JEPQ News
All news- Lee Johnson Capital Management Q2 Activity: Focus on Technology and ETF Holdings
Aug 10, 2026 · valut.ai
- Hilton Capital Management Investor Activity Analysis: Q2 Insights
Aug 7, 2026 · valut.ai
- Psi Advisors LLC Strategic Portfolio Adjustments in Q2 2026
Aug 5, 2026 · valut.ai
- Three Magnolias Financial Advisors Q2 2026 Portfolio Activity
Aug 4, 2026 · valut.ai
- Adg Wealth Management Group Q2 2026 Portfolio Activity: Focus on Core ETFs and Technology
Jul 29, 2026 · valut.ai
- Sageguard Financial Group Portfolio Shifts in Q2 2026: Key Buys and Sells
Jul 29, 2026 · valut.ai
- Southern Capital Services Q2 Portfolio Activity: Focus on ETFs
Jul 24, 2026 · valut.ai
- PMG Family Office Llc Increases Holdings in Financial Services Funds During Q2 2026
Jul 19, 2026 · valut.ai