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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
EWA
401
Etesian Wealth Advisors
Oregon
$896K +$106K +1,911 +12%
AFP
402
Ausdal Financial Partners
Iowa
$878K +$423K +7,603 +81%
AAS
403
Asset Allocation Strategies
Michigan
$877K +$7.46K +134 +0.8%
NC
404
Napatree Capital
Rhode Island
$876K -$365K -6,546 -28%
WIA
405
World Investment Advisors
California
$865K +$211K +3,792 +29%
TF
406
Tandem Financial
Colorado
$858K +$209K +3,756 +29%
PA
407
Parallel Advisors
California
$857K -$160K -2,877 -15%
NWA
408
Navis Wealth Advisors
New York
$855K +$609K +10,937 +196%
RRA
409
Round Rock Advisors
Connecticut
$853K +$120K +2,159 +15%
BB
410
Bell Bank
North Dakota
$853K +$16.5K +296 +2%
CFO
411
CVA Family Office
Colorado
$853K +$318K +5,703 +53%
JWWM
412
Johnson & White Wealth Management
Pennsylvania
$853K +$515K +9,249 +128%
KA
413
Kovack Advisors
Florida
$853K -$334K -6,002 -27%
BWA
414
Beam Wealth Advisors
Louisiana
$852K -$46.3K -832 -5%
GM
415
GeoWealth Management
Illinois
$850K -$50.2K -901 -5%
FFC
416
Frederick Financial Consultants
Maryland
$849K +$99.8K +1,791 +12%
HWP
417
Hibernia Wealth Partners
Louisiana
$847K -$120K -2,155 -12%
SFGP
418
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$847K +$48.8K +876 +6%
CFS
419
Coordinated Financial Services
Colorado
$843K +$109K +1,960 +14%
NCM
420
NCM Capital Management
New Jersey
$831K +$18.4K +331 +2%
GWM
421
Greenwich Wealth Management
Connecticut
$830K -$680K -12,211 -43%
PPW
422
Pasadena Private Wealth
California
$828K +$891K +15,995 New
NG
423
Novem Group
New York
$828K +$273K +4,893 +44%
CWA
424
Consilium Wealth Advisory
Texas
$827K +$9.97K +179 +1%
CFP
425
Comprehensive Financial Planning
Pennsylvania
$827K -$617K -11,077 -41%

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.