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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
JIC
426
Johnson Investment Counsel
Ohio
$834K -$352K -6,824 -31%
AAS
427
Annex Advisory Services
Wisconsin
$825K -$52 -1 -0%
TWC
428
TD Waterhouse Canada
Ontario, Canada
$822K +$67.7K +1,313 +9%
IAS
429
Insigneo Advisory Services
Florida
$821K +$128K +2,480 +20%
GWM
430
Greenwich Wealth Management
Connecticut
$819K -$50.6K -981 -6%
WIA
431
World Investment Advisors
California
$818K -$86.1K -1,670 -10%
ZBNA
432
Zions Bancorporation, National Association
Utah
$816K
RFN
433
Redwood Financial Network
Ohio
$807K +$168K +3,256 +28%
TW
434
TritonPoint Wealth
Maryland
$806K +$32.2K +624 +4%
LA
435
Latitude Advisors
Florida
$806K +$279K +5,413 +58%
WMP
436
Wealth Management Partners
Arizona
$802K +$542K +10,519 +243%
CNWM
437
Clay Northam Wealth Management
California
$789K -$2.42K -47 -0.3%
SC
438
Soundwatch Capital
Connecticut
$789K +$89.7K +1,741 New
PPW
439
Pasadena Private Wealth
California
$784K -$81.4K -1,579 -10%
Bank of New York Mellon
440
Bank of New York Mellon
New York
$783K +$482K +9,354 +185%
NCM
441
Novare Capital Management
North Carolina
$778K -$304K -5,890 -29%
PTC
442
Private Trust Company
Ohio
$773K +$416K +8,064 +131%
CGH
443
Crossmark Global Holdings
Texas
$771K +$29K +562 +4%
CPL
444
CAP Partners LLC
Tennessee
$766K +$7.11K +138 +1%
KWS
445
Keystone Wealth Services
California
$762K -$425K -8,248 -37%
FFA
446
Florida Financial Advisors
Florida
$749K -$197K -3,823 -22%
BWM
447
BCS Wealth Management
Tennessee
$745K -$203K -3,937 -22%
HIA
448
Harbor Investment Advisory
Maryland
$744K +$87.5K +1,697 +14%
JF
449
JSF Financial
California
$741K -$97.5K -1,891 -12%
PIA
450
Panoramic Investment Advisors
Colorado
$739K +$46.4K +900 +7%

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.