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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

770 hedge funds and large institutions have $7.82B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 440 increasing their positions, 164 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
770
Holders Change
+25
Holders Change %
+3.36%
% of All Funds
10.46%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.65%
New
100
Increased
440
Reduced
164
Closed
59
Calls
$35.1M
Puts
$34.1M
Net Calls
+$963K
Net Calls Change
-$6.99M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.01B
2
LPL Financial
LPL Financial
California
$562M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.15B
4
AF
Allworth Financial
California
$93.7M
5
Bank of America
Bank of America
North Carolina
$497M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$54.1M
2
Jane Street
Jane Street
New York
$0
3
MW
Marks Wealth
Maryland
$1.29M
4
WA
Whipplewood Advisors
Colorado
$2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
226
Caerus Investment Advisors
Texas
$2.58M -$19.3K -372 -0.7%
FZCM
227
Flynn Zito Capital Management
New York
$2.55M +$413K +7,977 +19%
WWM
228
Wagner Wealth Management
South Carolina
$2.53M +$344K +6,646 +16%
CAM
229
Cresset Asset Management
Illinois
$2.5M +$1.06M +20,518 +74%
4A
230
4Wealth Advisors
Illinois
$2.46M +$181K +3,497 +8%
SLWA
231
San Luis Wealth Advisors
California
$2.44M +$2.44M +47,189 New
GWA
232
GGM Wealth Advisors
Maryland
$2.43M -$319K -6,251 -12%
MBTD
233
Mechanics Bank - Trust Department
California
$2.4M +$378K +7,294 +19%
SFG
234
Socha Financial Group
New York
$2.4M -$2.09M -40,375 -47%
SDH
235
Sloy Dahl & Holst
Washington
$2.39M +$577K +11,141 +32%
TCWM
236
Total Clarity Wealth Management
Illinois
$2.35M – – –
RGF
237
Retirement Guys Formula
Ohio
$2.35M +$2.35M +45,405 New
CF
238
Concorde Financial
Texas
$2.33M +$64.8K +1,251 +3%
PWMAG
239
Pinnacle Wealth Management Advisory Group
New Jersey
$2.33M +$1.27M +24,520 +120%
GFG
240
Goldstone Financial Group
Illinois
$2.32M -$255K -4,930 -10%
PAG
241
Paladin Advisory Group
Iowa
$2.31M -$197K -3,802 -8%
TCA
242
Transcend Capital Advisors
New Jersey
$2.28M +$582K +11,246 +34%
SFS
243
Sowell Financial Services
Arkansas
$2.28M -$55.2K -1,067 -2%
ZI
244
ZEGA Investments
Florida
$2.25M +$2.25M +43,414 New
EWA
245
Evolution Wealth Advisors
Florida
$2.22M +$542K +10,459 +32%
LFS
246
Littlejohn Financial Services
Oregon
$2.22M +$88.3K +1,705 +4%
NFG
247
Nations Financial Group
Iowa
$2.21M -$196K -3,780 -8%
CIA
248
Concurrent Investment Advisors
Florida
$2.2M +$998K +19,270 +83%
DOA
249
D'Orazio & Associates
Virginia
$2.18M +$2.74K +53 +0.1%
WI
250
Westbourne Investments
Virginia
$2.16M -$73.5K -1,420 -3%
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