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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
MIC
451
Means Investment Company
Maine
$733K -$44.3K -860 -6%
CCFM
452
Clear Creek Financial Management
Washington
$732K +$28.5K +552 +4%
CW
453
CreativeOne Wealth
Kansas
$732K -$433K -8,409 -38%
GWSA
454
Global Wealth Strategies & Associates
Colorado
$732K -$60.3K -1,169 -8%
EFG
455
Ehrlich Financial Group
California
$727K +$236K +4,587 +52%
JCM
456
Jacobi Capital Management
Pennsylvania
$726K +$214K +4,143 +45%
SFG
457
Socha Financial Group
New York
$725K -$1.7M -32,978 -71%
CCB
458
Country Club Bank
Missouri
$723K +$250K +4,857 +57%
IAA
459
Ironsides Asset Advisors
North Carolina
$718K -$533K -10,340 -44%
MW
460
Melia Wealth
Oklahoma
$713K +$215K +4,167 +47%
AI
461
Atria Investments
North Carolina
$712K +$185K +3,581 +38%
TCM
462
Triumph Capital Management
Colorado
$710K -$17.9K -347 -3%
LAM
463
Lewis Asset Management
California
$704K +$667K +12,939 New
AFM
464
Abbot Financial Management
Massachusetts
$703K +$667K +12,932 New
GAM
465
Gotham Asset Management
New York
$701K +$664K +12,888 New
DA
466
Dover Advisors
Virginia
$689K +$86.3K +1,674 +15%
XWM
467
Xcel Wealth Management
Florida
$689K +$102K +1,984 +19%
TCWM
468
Total Clarity Wealth Management
Illinois
$686K -$1.5M -29,160 -70%
SA
469
Skyline Advisors
Washington
$682K +$8.97K +174 +1%
GWMIA
470
Global Wealth Management Investment Advisory
Florida
$681K -$81K -1,572 -11%
ATS
471
Ashton Thomas Securities
New York
$681K +$200K +3,879 +45%
MFP
472
Meridian Financial Partners
Virginia
$679K +$119K +2,312 +23%
5W
473
5T Wealth
California
$675K -$702K -13,615 -52%
HFS
474
Howard Financial Services
Texas
$670K +$2.63K +51 +0.4%
FFN
475
Focus Financial Network
Minnesota
$668K +$97.7K +1,895 +18%

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.