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JPMorgan Nasdaq Equity Premium Income ETF

783 hedge funds and large institutions have $7.87B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 445 increasing their positions, 167 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 167

70% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 60

4% more funds holding in top 10

Funds holding in top 10: 4749 (+2)

4% more funds holding

Funds holding: 754783 (+29)

3% more call options, than puts

Call options by funds: $35.1M | Put options by funds: $34.1M

1.83% less ownership

Funds ownership: 36.69%34.85% (-1.8%)

10% less capital invested

Capital invested by funds: $8.75B → $7.87B (-$883M)

Holders
783
Holders Change
+29
Holders Change %
+3.85%
% of All Funds
10.5%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
0.66%
New
102
Increased
445
Reduced
167
Closed
60
Calls
$35.1M
Puts
$34.1M
Net Calls
+$963K
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
376
LexAurum Advisors
Kansas
$996K +$387K +6,955 +57%
SFC
377
Strategic Financial Concepts
Texas
$975K -$41K -736 -4%
CFA
378
Cahill Financial Advisors
Minnesota
$972K -$231K -4,146 -18%
RCWM
379
Red Crane Wealth Management
California
$972K +$88.2K +1,584 +9%
FIA
380
FNY Investment Advisers
New York
$971K
VA
381
Valmark Advisers
Ohio
$971K -$364K -6,535 -26%
SC
382
Scotia Capital
Ontario, Canada
$967K -$436K -7,827 -30%
HWM
383
HB Wealth Management
Georgia
$964K +$1.04M +18,616 New
EFS
384
Essex Financial Services
Connecticut
$954K +$365K +6,545 +55%
CFG
385
Cooper Financial Group
California
$952K +$109K +1,965 +12%
NA
386
Nautilus Advisors
California
$944K -$68.9K -1,237 -6%
MEAC
387
M.E. Allison & Co
Texas
$943K +$528K +9,482 +122%
MC
388
Moors & Cabot
Massachusetts
$934K +$456K +8,183 +83%
SWM
389
Silverlake Wealth Management
Vermont
$926K -$35.4K -635 -3%
MCA
390
Millennium Capital Advisors
Arkansas
$924K +$148K +2,654 +17%
BMWM
391
Brown Miller Wealth Management
Virginia
$921K +$140K +2,506 +16%
RCA
392
Runnymede Capital Advisors
Ohio
$921K -$13.4K -240 -1%
IAN
393
Integrated Advisors Network
Texas
$918K +$232K +4,169 +31%
RA
394
RFG Advisory
Alabama
$915K +$26.3K +472 +3%
BWM
395
BCS Wealth Management
Tennessee
$913K +$982K +17,623 New
TC
396
TownSquare Capital
Utah
$912K +$732K +13,135 +294%
FFA
397
Florida Financial Advisors
Florida
$910K -$473K -8,497 -33%
CTWM
398
Cherry Tree Wealth Management
Minnesota
$909K +$644K +11,563 +193%
GGS
399
Galvin Gaustad & Stein
Arizona
$906K +$279K +5,000 +40%
Cerity Partners
400
Cerity Partners
New York
$906K +$736K +13,214 +309%

JEPQ Hedge Fund Activity: Q1 2025 in Review

783 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) for Q1 2025, worth a combined $7.87B — down 10% from $8.75B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new JEPQ positions and 60 closed out — a net gain of 42 holders — while 445 added to existing stakes and 167 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $160M. The largest seller was Private Advisor Group, cutting an estimated $46.3M.

  • 783 institutional investors held JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as of Q1 2025, up from 754 in Q4 2024.
  • Funds reported $7.87B of JPMorgan Nasdaq Equity Premium Income ETF stock for Q1 2025, down 10% quarter-over-quarter.
  • 102 funds opened new JPMorgan Nasdaq Equity Premium Income ETF positions in Q1 2025 and 60 closed out, a net change of +42 holders.
  • The largest JPMorgan Nasdaq Equity Premium Income ETF buyer in Q1 2025 was Morgan Stanley, an estimated $160M added.
  • The largest JPMorgan Nasdaq Equity Premium Income ETF seller in Q1 2025 was Private Advisor Group, an estimated $46.3M sold.

Based on aggregated 13F filings for Q1 2025.