§ EQUITY
USDJEPQ
JPM NASDAQ EQUITY PREMIUM
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
666 increased/new, 264 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley | 23.6M | 0.1% | n/a |
| JPMORGAN CHASE & CO | 22.6M | n/a | −4% |
| LPL Financial LLC | 16.9M | 0.2% | +13% |
| Bank of America Corp | 13.9M | 0.1% | +9% |
| Wells Fargo & Company | 9.1M | n/a | +11% |
| AMERIPRISE FINANCIAL INC | 4.9M | n/a | −2% |
◇ AC INTELLIGENCE
Top institutional owners for JEPQ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER53.9% · 884 holders
DEALER / BANK42.2% · 43 holders
QUALITY / COMPOUNDER3.0% · 7 holders
TACTICAL / MACRO0.4% · 1 holder
INCOME / DEFENSIVE0.4% · 8 holders
SYSTEMATIC / QUANT0.1% · 3 holders
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for JEPQ in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention JEPQ yet.