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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 %
S
251
Sunpointe
Missouri
$2.16M +$19.6K +379 +0.9%
VA
252
VestGen Advisors
Illinois
$2.16M +$2.16M +41,639 New
IAS
253
Investment Advisory Services
Texas
$2.13M +$279K +5,386 +15%
CWIG
254
Chung Wu Investment Group
Texas
$2.13M +$14.5K +280 +0.7%
RMC
255
Ring Mountain Capital
California
$2.12M +$480K +9,276 +29%
IF
256
Intrua Financial
Texas
$2.11M +$128K +2,464 +6%
SAM
257
Smartleaf Asset Management
Massachusetts
$2.1M +$401K +7,732 +24%
SWP
258
Summit Wealth Partners
Florida
$2.1M +$158K +3,051 +8%
CGA
259
Crescent Grove Advisors
Illinois
$2.1M -$4.93M -95,197 -70%
SW
260
SteelPeak Wealth
California
$2.09M +$1.15M +22,174 +122%
SCA
261
Sulzberger Capital Advisors
Florida
$2.08M -$1.52M -29,421 -42%
BAM
262
Bellevue Asset Management
Washington
$2.05M -$12.7K -245 -0.6%
PD
263
Planning Directions
Pennsylvania
$2.04M +$327K +6,324 +19%
PP
264
PDS Planning
Ohio
$2.04M +$130K +2,511 +7%
KIM
265
Kane Investment Management
California
$2.03M +$199K +3,848 +11%
NL
266
NWAM LLC
Washington
$2.03M +$118K +2,281 +6%
WA
267
Whipplewood Advisors
Colorado
$2M -$24M -34,512 -92%
TA
268
TrueWealth Advisors
Alabama
$1.99M +$106K +2,044 +6%
AFS
269
Anderson Financial Strategies
Ohio
$1.99M +$1.99M +38,446 +961,150%
ACA
270
Aptus Capital Advisors
Alabama
$1.95M +$204K +3,938 +12%
RWPA
271
Richard W. Paul & Associates
Michigan
$1.94M +$64.2K +1,240 +3%
MA
272
Modus Advisors
Minnesota
$1.93M +$6.52K +126 +0.3%
JPLA
273
Joseph P. Lucia & Associates
New York
$1.92M +$141K +2,721 +8%
ACMG
274
Anchor Capital Management Group
California
$1.92M – – –
SWMG
275
Stillwater Wealth Management Group
Florida
$1.9M +$278K +5,375 +17%
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