JEPQ

JPM Nasdaq Equity Premium

+$52.5M

Net Activity

Institutions Holding

950

Popularity Rank

#483

Avg Weight

0.45%

Total Value

$10.4B

Ownership Trend

950 institutions currently hold JEPQ, with 579 net buyers and 325 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

325

Net Buying Institutions

579

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$1.3B
JC
Jpmorgan Chase & Co
$1.2B
LF
LPL Financial LLC
$937.0M
BO
Bank Of America CORP /de/
$770.5M
WF
Wells Fargo & Company/mn
$504.1M

Top 5 by Conviction

WA
Wealth Advisors of Iowa, LLC
10.91%
PA
PSI Advisors, LLC
6.98%
HC
Hilton Capital Management, LLC
4.56%
LG
Lebenthal Global Advisors, LLC
4.22%
MF
Magnus Financial Group LLC
2.28%
View all 950 holding institutions

Quarterly Activity

Recent Activity

+$8.3B

Total Buy Value

$3.0B

Total Sell Value

New buy93
Trim261
Add486
Sold out64

579

Net Buyers

325

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding JPM NASDAQ EQUITY PREMIUM (JEPQ)?
Major stakeholders currently include Morgan Stanley ($1.3B), Jpmorgan Chase & Co ($1.2B), LPL Financial LLC ($937.0M). Based on the latest 13F filings, there are a total of 950 tracked investment funds and institutions maintaining positions in JEPQ.
What is the overall institutional sentiment toward JEPQ recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $52.5M, driven by 579 managers accumulating shares while 325 reduced their exposure.
Which institutions have been selling or reducing their JEPQ positions?
In the latest period, 261 funds trimmed their holdings, and 64 managers completely exited their positions. The aggregate reported sell value was $3.0B.
Are there any notable investors adding JEPQ to their portfolios?
Yes, buying activity remains notable. 93 institutions opened new positions in {ticker}, and 486 existing holders added to their shares. The total reported buy value for the quarter amounted to $8.3B.

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