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JPMorgan Nasdaq Equity Premium Income ETF

804 hedge funds and large institutions have $9.18B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 419 increasing their positions, 210 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $73M | Put options by funds: $35.5M

100% more repeat investments, than reductions

Existing positions increased: 419 | Existing positions reduced: 210

53% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 68

17% more capital invested

Capital invested by funds: $7.87B → $9.18B (+$1.31B)

3% more funds holding

Funds holding: 783804 (+21)

1.6% less ownership

Funds ownership: 34.85%33.26% (-1.6%)

6% less funds holding in top 10

Funds holding in top 10: 4946 (-3)

Holders
804
Holders Change
+21
Holders Change %
+2.68%
% of All Funds
10.59%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
0.61%
New
104
Increased
419
Reduced
210
Closed
68
Calls
$73M
Puts
$35.5M
Net Calls
+$37.4M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Purus Wealth Management
California
$2.78M +$6.34K +123 +0.2%
IA
227
Integrity Alliance
Iowa
$2.76M -$944K -18,315 -26%
RSWM
228
Robertson Stephens Wealth Management
California
$2.76M -$530K -10,287 -17%
SLWA
229
San Luis Wealth Advisors
California
$2.73M +$157K +3,047 +6%
SDH
230
Sloy Dahl & Holst
Washington
$2.72M +$192K +3,730 +8%
CWMGO
231
Capstone Wealth Management Group (Oregon)
Oregon
$2.68M -$314K -6,091 -11%
SWP
232
Summit Wealth Partners
Florida
$2.68M +$448K +8,693 +21%
RMC
233
Ring Mountain Capital
California
$2.67M +$402K +7,794 +19%
4A
234
4Wealth Advisors
Illinois
$2.6M +$20.6K +400 +0.8%
SFS
235
Sowell Financial Services
Arkansas
$2.6M +$193K +3,750 +9%
GFG
236
Goldstone Financial Group
Illinois
$2.51M +$75.3K +1,460 +3%
VAM
237
Verity Asset Management
North Carolina
$2.5M +$902K +17,504 +62%
WI
238
Westbourne Investments
Virginia
$2.44M +$163K +3,170 +8%
ZI
239
ZEGA Investments
Florida
$2.41M +$48.3K +937 +2%
CF
240
Concorde Financial
Texas
$2.41M -$33.5K -649 -1%
MSAM
241
Moloney Securities Asset Management
Missouri
$2.4M +$2.27M +44,056 New
LAM
242
Lifestyle Asset Management
Texas
$2.36M -$873K -16,927 -28%
NFG
243
Nations Financial Group
Iowa
$2.32M -$3.76K -73 -0.2%
AT
244
American Trust
Kentucky
$2.31M +$1.58M +30,715 +261%
LFS
245
Littlejohn Financial Services
Oregon
$2.31M -$19.8K -384 -0.9%
HNB
246
Huntington National Bank
Ohio
$2.3M
DOA
247
D'Orazio & Associates
Virginia
$2.29M +$2.32K +45 +0.1%
AAS
248
Ameritas Advisory Services
Nebraska
$2.28M -$2.47M -47,995 -53%
IAS
249
Investment Advisory Services
Texas
$2.27M +$32K +621 +2%
SW
250
SteelPeak Wealth
California
$2.26M +$62.1K +1,205 +3%

JEPQ Hedge Fund Activity: Q2 2025 in Review

804 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) for Q2 2025, worth a combined $9.18B — up 17% from $7.87B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new JEPQ positions and 68 closed out — a net gain of 36 holders — while 419 added to existing stakes and 210 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $362M. The largest seller was Requisite Capital Management, cutting an estimated $59.3M.

  • 804 institutional investors held JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as of Q2 2025, up from 783 in Q1 2025.
  • Funds reported $9.18B of JPMorgan Nasdaq Equity Premium Income ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 104 funds opened new JPMorgan Nasdaq Equity Premium Income ETF positions in Q2 2025 and 68 closed out, a net change of +36 holders.
  • The largest JPMorgan Nasdaq Equity Premium Income ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $362M added.
  • The largest JPMorgan Nasdaq Equity Premium Income ETF seller in Q2 2025 was Requisite Capital Management, an estimated $59.3M sold.

Based on aggregated 13F filings for Q2 2025.