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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
BSSFA
501
Baron Silver Stevens Financial Advisors
Florida
$534K
CAL
502
Capital Advisors Ltd
Ohio
$532K +$26.7K +480 +5%
RWA
503
Redhawk Wealth Advisors
Minnesota
$531K +$145K +2,598 +34%
GCM
504
Generation Capital Management
New York
$530K
FVWA
505
Foster Victor Wealth Advisors
South Carolina
$529K +$595K +10,675 New
PCFFS
506
Pacific Center for Financial Services
California
$528K +$249K +4,468 +78%
GWANC
507
Guardian Wealth Advisors (North Carolina)
North Carolina
$528K
MFP
508
Meridian Financial Partners
Virginia
$526K +$24.5K +439 +5%
QC
509
Quadrature Capital
United Kingdom
$521K +$561K +10,063 New
EFL
510
ERn Financial LLC
Wisconsin
$511K +$84.7K +1,520 +18%
IAP
511
Indie Asset Partners
Indiana
$508K +$7.24K +130 +1%
Bank of Montreal
512
Bank of Montreal
Ontario, Canada
$507K -$112K -2,002 -17%
WEG
513
World Equity Group
Illinois
$500K -$529K -9,497 -50%
FSBI
514
Fearless Solutions (Best Invest)
Texas
$497K -$36.2K -650 -6%
AI
515
Atria Investments
North Carolina
$492K -$30.3K -544 -5%
SFP
516
Shepherd Financial Partners
Massachusetts
$488K
TM
517
TigerOak Management
New Mexico
$487K +$43.4K +780 +9%
LA
518
Latitude Advisors
Florida
$487K +$194K +3,488 +59%
FPAS
519
Focus Partners Advisor Solutions
Missouri
$485K +$522K +9,366 New
PCM
520
Pennsylvania Capital Management
Pennsylvania
$484K +$315K +5,648 +153%
JCM
521
Jacobi Capital Management
Pennsylvania
$477K +$94.3K +1,693 +23%
CAM
522
Cozad Asset Management
Illinois
$476K +$58K +1,042 +13%
Corient Private Wealth
523
Corient Private Wealth
Florida
$472K +$103K +1,851 +25%
NRI
524
NFP Retirement Inc
California
$468K +$41.4K +743 +9%
SF
525
Synovus Financial
Georgia
$464K +$499K +8,959 New

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.