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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

850 hedge funds and large institutions have $9.9B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 407 increasing their positions, 244 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $116M | Put options by funds: $47.7M

116% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 51

67% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 244

8% more capital invested

Capital invested by funds: $9.18B → $9.9B (+$712M)

6% more funds holding

Funds holding: 804 → 850 (+46)

0.93% less ownership

Funds ownership: 33.26% → 32.33% (-0.93%)

11% less funds holding in top 10

Funds holding in top 10: 46 → 41 (-5)

Holders
850
Holders Change
+46
Holders Change %
+5.72%
% of All Funds
11.15%
Holding in Top 10
41
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.87%
% of All Funds
0.54%
New
110
Increased
407
Reduced
244
Closed
51
Calls
$116M
Puts
$47.7M
Net Calls
+$68.2M
Net Calls Change
+$30.8M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$68.1M
2
LPL Financial
LPL Financial
California
+$65.7M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$55.8M
4
Ameriprise
Ameriprise
Minnesota
+$41.5M
5
Bank of America
Bank of America
North Carolina
+$36.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$64.2M
2
HCM
Howard Capital Management
Georgia
-$24.9M
3
HWA
Hilltop Wealth Advisors
North Carolina
-$24.8M
4
QC
Quadrature Capital
United Kingdom
-$24.6M
5
TFA
Teamwork Financial Advisors
Texas
-$22M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
226
HBW Advisory Services
California
$2.98M -$236K -4,244 -8%
PWM
227
Purus Wealth Management
California
$2.95M +$3.61K +65 +0.1%
SWP
228
Summit Wealth Partners
Florida
$2.94M +$108K +1,951 +4%
SDH
229
Sloy Dahl & Holst
Washington
$2.93M +$55.8K +1,005 +2%
VAM
230
Verity Asset Management
North Carolina
$2.9M +$249K +4,488 +10%
FH
231
FWG Holdings
Florida
$2.89M +$466K +8,399 +21%
CWMGO
232
Capstone Wealth Management Group (Oregon)
Oregon
$2.86M +$29.3K +528 +1%
RSWM
233
Robertson Stephens Wealth Management
California
$2.86M -$55.5K -1,000 -2%
RMC
234
Ring Mountain Capital
California
$2.85M +$42.9K +772 +2%
GAA
235
Global Assets Advisory
Florida
$2.83M +$572K +10,306 +27%
TGAM
236
TBH Global Asset Management
Tennessee
$2.82M +$2.72M +48,955 New
GWMR
237
GC Wealth Management RIA
Massachusetts
$2.78M +$2.69M +48,394 New
Natixis Advisors
238
Natixis Advisors
Massachusetts
$2.72M +$1.73M +31,149 +194%
PFO
239
PMG Family Office
Texas
$2.71M +$2.61M +47,078 New
IAS
240
Investment Advisory Services
Texas
$2.7M +$287K +5,165 +12%
CFG
241
Citizens Financial Group
Rhode Island
$2.69M +$1.91M +34,498 +282%
SWMG
242
Stillwater Wealth Management Group
Florida
$2.63M +$2.54M +45,776 New
CF
243
Concorde Financial
Texas
$2.61M +$55.2K +994 +2%
PD
244
Planning Directions
Pennsylvania
$2.6M +$283K +5,101 +13%
GCP
245
Gill Capital Partners
Colorado
$2.57M +$201K +3,613 +9%
Koshinski Asset Management
246
Koshinski Asset Management
Illinois
$2.57M +$725K +13,070 +41%
LFS
247
Littlejohn Financial Services
Oregon
$2.56M +$119K +2,138 +5%
AWE
248
Avidian Wealth Enterprises
Texas
$2.52M +$224K +4,032 +10%
MEAC
249
M.E. Allison & Co
Texas
$2.49M +$169K +3,049 +8%
GFG
250
Goldstone Financial Group
Illinois
$2.48M -$182K -3,271 -7%
8 9
10
11 12

JEPQ Hedge Fund Activity: Q3 2025 in Review

850 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) for Q3 2025, worth a combined $9.9B — up 7.8% from $9.18B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new JEPQ positions and 51 closed out — a net gain of 59 holders — while 407 added to existing stakes and 244 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $68.1M. The largest seller was JP Morgan Chase, cutting an estimated $64.2M.

  • 850 institutional investors held JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as of Q3 2025, up from 804 in Q2 2025.
  • Funds reported $9.9B of JPMorgan Nasdaq Equity Premium Income ETF stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 110 funds opened new JPMorgan Nasdaq Equity Premium Income ETF positions in Q3 2025 and 51 closed out, a net change of +59 holders.
  • The largest JPMorgan Nasdaq Equity Premium Income ETF buyer in Q3 2025 was Morgan Stanley, an estimated $68.1M added.
  • The largest JPMorgan Nasdaq Equity Premium Income ETF seller in Q3 2025 was JP Morgan Chase, an estimated $64.2M sold.

Based on aggregated 13F filings for Q3 2025.