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JPMorgan Nasdaq Equity Premium Income ETF

850 hedge funds and large institutions have $9.9B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 407 increasing their positions, 244 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $116M | Put options by funds: $47.7M

116% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 51

67% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 244

8% more capital invested

Capital invested by funds: $9.18B → $9.9B (+$712M)

6% more funds holding

Funds holding: 804850 (+46)

0.93% less ownership

Funds ownership: 33.26%32.33% (-0.93%)

11% less funds holding in top 10

Funds holding in top 10: 4641 (-5)

Holders
850
Holders Change
+46
Holders Change %
+5.72%
% of All Funds
11.16%
Holding in Top 10
41
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.87%
% of All Funds
0.54%
New
110
Increased
407
Reduced
244
Closed
51
Calls
$116M
Puts
$47.7M
Net Calls
+$68.2M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$47.9M -$20.3M -366,543 -31%
WAM
27
WNY Asset Management
New York
$45.6M +$32.2M +579,624 +273%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$44.7M +$3.97M +71,488 +10%
SS
29
SBI Securities
Japan
$41.7M +$2.29M +41,273 +6%
EH
30
Equitable Holdings
New York
$39.7M +$3.19M +57,485 +9%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$38M +$1.82M +32,726 +5%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$37.4M +$630K +11,347 +2%
Franklin Resources
33
Franklin Resources
California
$35.6M -$4.65M -83,796 -12%
AWM
34
Apollon Wealth Management
South Carolina
$35.2M -$8.99M -161,904 -21%
CSP
35
Cary Street Partners
Virginia
$34.6M +$3.22M +58,034 +11%
WAOI
36
Wealth Advisors of Iowa
Iowa
$34.4M +$8.02M +144,405 +32%
SPIA
37
Steward Partners Investment Advisory
New York
$33.9M +$2.86M +51,564 +10%
Truist Financial
38
Truist Financial
North Carolina
$33.8M +$2.1M +37,905 +7%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$33.8M -$1.03M -18,495 -3%
SEIA
40
Signature Estate & Investment Advisors
California
$33.6M -$59.4K -1,071 -0.2%
Mariner
41
Mariner
Kansas
$31.8M -$1.19M -21,439 -4%
NA
42
NewEdge Advisors
Louisiana
$30.1M +$2.64M +47,521 +10%
LGA
43
Lebenthal Global Advisors
New York
$29.3M -$18.8M -339,484 -40%
GVAG
44
Great Valley Advisor Group
Delaware
$29M +$860K +15,493 +3%
PA
45
PSI Advisors
Florida
$27M +$26M +468,632 New
MFG
46
Magnus Financial Group
New York
$26.4M +$477K +8,594 +2%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$24.2M +$2.14M +38,498 +10%
JRFS
48
James Reed Financial Services
Ohio
$23.8M -$821K -14,790 -3%
CA
49
Cornerstone Advisory
Maryland
$21.7M +$62.4K +1,124 +0.3%
WHG
50
Westwood Holdings Group
Texas
$19.2M +$786K +14,159 +4%

JEPQ Hedge Fund Activity: Q3 2025 in Review

850 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) for Q3 2025, worth a combined $9.9B — up 7.8% from $9.18B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new JEPQ positions and 51 closed out — a net gain of 59 holders — while 407 added to existing stakes and 244 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $68.1M. The largest seller was JP Morgan Chase, cutting an estimated $64.2M.

  • 850 institutional investors held JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as of Q3 2025, up from 804 in Q2 2025.
  • Funds reported $9.9B of JPMorgan Nasdaq Equity Premium Income ETF stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 110 funds opened new JPMorgan Nasdaq Equity Premium Income ETF positions in Q3 2025 and 51 closed out, a net change of +59 holders.
  • The largest JPMorgan Nasdaq Equity Premium Income ETF buyer in Q3 2025 was Morgan Stanley, an estimated $68.1M added.
  • The largest JPMorgan Nasdaq Equity Premium Income ETF seller in Q3 2025 was JP Morgan Chase, an estimated $64.2M sold.

Based on aggregated 13F filings for Q3 2025.