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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
NCG
351
Newport Capital Group
New Jersey
$1.23M -$29.6K -574 -2%
SC
352
Savant Capital
Illinois
$1.21M -$10.3K -200 -0.9%
MFG
353
Merit Financial Group
Georgia
$1.21M -$400K -7,760 -26%
SCM
354
Steele Capital Management
Iowa
$1.19M -$197K -3,825 -15%
PCM
355
Ping Capital Management
New York
$1.18M +$1.12M +21,700 New
Mercer Global Advisors
356
Mercer Global Advisors
Colorado
$1.16M -$13.9K -270 -1%
AQR Capital Management
357
AQR Capital Management
Connecticut
$1.16M +$727K +14,105 +197%
YWM
358
Yukon Wealth Management
Kansas
$1.14M -$188K -3,647 -15%
SWM
359
Silverlake Wealth Management
Vermont
$1.14M +$161K +3,115 +17%
FAM
360
Frontier Asset Management
Wyoming
$1.14M -$120K -2,322 -10%
MA
361
MBA Advisors
Pennsylvania
$1.14M +$17.2K +333 +2%
CWP
362
Concord Wealth Partners
Virginia
$1.13M -$277K -5,365 -20%
CAMV
363
Concord Asset Management (Virginia)
Virginia
$1.13M +$1.07M +20,831 New
Brown Advisory
364
Brown Advisory
Maryland
$1.13M +$1.91K +37 +0.2%
TWP
365
Tempus Wealth Planning
California
$1.12M +$29K +563 +3%
PA
366
Procyon Advisors
Connecticut
$1.12M +$19.9K +387 +2%
BCM
367
Becker Capital Management
Oregon
$1.11M
HSA
368
HBK Sorce Advisory
Pennsylvania
$1.1M +$262K +5,091 +34%
BWM
369
BlackDiamond Wealth Management
New York
$1.08M +$1.04M +20,148 New
MC
370
Moors & Cabot
Massachusetts
$1.08M +$94K +1,824 +10%
IF
371
Intrua Financial
Texas
$1.07M -$1.09M -21,106 -52%
BWA
372
Beam Wealth Advisors
Louisiana
$1.06M +$158K +3,062 +19%
FWM
373
Focused Wealth Management
New York
$1.06M +$370K +7,182 +59%
CFA
374
Cahill Financial Advisors
Minnesota
$1.05M +$29.3K +569 +3%
NCM
375
NCM Capital Management
New Jersey
$1.05M +$167K +3,247 +20%

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.