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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
SAM
301
Smartleaf Asset Management
Massachusetts
$1.76M -$421K -8,173 -20%
TAM
302
Tucker Asset Management
Colorado
$1.74M +$32.3K +626 +2%
PSIWM
303
Paradigm Strategies in Wealth Management
Minnesota
$1.73M +$282K +5,470 +21%
RA
304
RFG Advisory
Alabama
$1.72M +$722K +14,002 +79%
Koshinski Asset Management
305
Koshinski Asset Management
Illinois
$1.72M +$535K +10,379 +49%
DWP
306
Daymark Wealth Partners
Ohio
$1.71M +$187K +3,624 +13%
CWS
307
Confluence Wealth Services
Pennsylvania
$1.7M +$80.4K +1,560 +5%
OPWM
308
Oxinas Partners Wealth Management
Indiana
$1.69M -$670 -13 -0%
OWA
309
ORBA Wealth Advisors
Illinois
$1.68M -$1.36M -26,457 -46%
EFMC
310
Empire Financial Management Company
New York
$1.68M
WE
311
Wealth Effects
Massachusetts
$1.67M -$33.4K -647 -2%
IWM
312
IHT Wealth Management
Illinois
$1.67M +$253K +4,902 +19%
SCA
313
Sulzberger Capital Advisors
Florida
$1.66M -$496K -9,621 -24%
CAM
314
Cresset Asset Management
Illinois
$1.66M -$918K -17,811 -37%
CA
315
Continuum Advisory
Idaho
$1.65M -$34.6K -671 -2%
CD
316
Chapin Davis
Maryland
$1.64M +$284K +5,500 +22%
IA
317
IFG Advisory
Georgia
$1.62M +$9.28K +180 +0.6%
SWA
318
Stratos Wealth Advisors
Ohio
$1.61M -$153K -2,969 -9%
MSWA
319
Marshall & Sterling Wealth Advisors
New York
$1.6M -$136K -2,644 -8%
CCA
320
Cora Capital Advisors
New Jersey
$1.6M +$112K +2,180 +8%
IFWM
321
Institute for Wealth Management
Colorado
$1.6M +$970K +18,826 +179%
MP
322
McDonald Partners
Ohio
$1.59M +$12.8K +248 +0.9%
HTC
323
Haverford Trust Company
Pennsylvania
$1.55M
KFP
324
KMG Fiduciary Partners
Ohio
$1.54M +$253K +4,909 +21%
FIA
325
FNY Investment Advisers
New York
$1.54M +$495K +9,600 +51%

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.