We are live on ! Find out more
JEPQ icon

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
CFO
401
CVA Family Office
Colorado
$930K +$31.6K +614 +4%
JSAM
402
J. Safra Asset Management
New York
$929K +$880K +17,070 New
CFP
403
Comprehensive Financial Planning
Pennsylvania
$927K +$55.2K +1,071 +7%
NA
404
Nautilus Advisors
California
$919K -$68.8K -1,334 -7%
NG
405
Novem Group
New York
$916K +$44K +853 +5%
JWWM
406
Johnson & White Wealth Management
Pennsylvania
$902K +$5.88K +114 +0.7%
WWM
407
Western Wealth Management
Colorado
$890K -$168K -3,266 -17%
AFC
408
AFT Forsyth & Company
Florida
$889K +$184K +3,568 +28%
TF
409
Tandem Financial
Colorado
$887K -$14.1K -273 -2%
OIA
410
OneDigital Investment Advisors
Kansas
$887K +$187K +3,624 +29%
CWA
411
Consilium Wealth Advisory
Texas
$883K +$13.1K +254 +2%
BB
412
Bell Bank
North Dakota
$881K -$15.3K -296 -2%
CF
413
Claris Financial
Virginia
$877K +$831K +16,118 New
TWM
414
TCFG Wealth Management
California
$876K +$830K +16,100 New
BRWA
415
B. Riley Wealth Advisors
Florida
$875K +$830K +16,094 New
Natixis Advisors
416
Natixis Advisors
Massachusetts
$874K +$828K +16,064 New
Citadel Advisors
417
Citadel Advisors
Florida
$867K +$110K +2,140 +16%
SFGP
418
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$866K -$22.7K -440 -3%
Jane Street
419
Jane Street
New York
$860K +$815K +15,813 New
GM
420
GeoWealth Management
Illinois
$860K -$31.1K -603 -4%
WB
421
WesBanco Bank
West Virginia
$858K +$607K +11,770 +294%
HA
422
Helium Advisors
Washington
$858K +$245K +4,744 +43%
RCWM
423
Red Crane Wealth Management
California
$851K -$161K -3,126 -17%
AUB
424
Atlantic Union Bankshares
Virginia
$851K +$806K +15,638 New
IWB
425
Innovative Wealth Building
Maryland
$845K +$159K +3,075 +25%

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.