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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
CPSAC
501
Chas P. Smith & Associates (CPS)
Florida
$571K +$541K +10,491 New
CCA
502
Corps Capital Advisors
Texas
$569K +$296K +5,737 +121%
Betterment LLC
503
Betterment LLC
New York
$567K -$15.9K -309 -3%
BPW
504
BLVD Private Wealth
Kentucky
$566K +$537K +10,410 New
PCFFS
505
Pacific Center for Financial Services
California
$563K +$7.99K +155 +2%
CAL
506
Capital Advisors Ltd
Ohio
$561K +$2.11K +41 +0.4%
MWM
507
Mascagni Wealth Management
Mississippi
$555K -$84.2K -1,633 -14%
GWANC
508
Guardian Wealth Advisors (North Carolina)
North Carolina
$554K
MCM
509
MAI Capital Management
Ohio
$550K -$42.8K -830 -8%
RWA
510
Redhawk Wealth Advisors
Minnesota
$549K -$9.23K -179 -2%
BAM
511
BTS Asset Management
Massachusetts
$548K -$15.1K -292 -3%
BCM
512
Boreal Capital Management
Florida
$548K +$519K +10,065 New
CRWM
513
Castle Rock Wealth Management
California
$547K -$30.9K -599 -6%
CL
514
Choreo LLC
Illinois
$543K +$53.6K +1,039 +12%
SF
515
Synovus Financial
Georgia
$535K +$44.8K +869 +10%
SFP
516
Shepherd Financial Partners
Massachusetts
$534K +$20.6K +400 +4%
MWM
517
Marion Wealth Management
Pennsylvania
$532K -$73.6K -1,427 -13%
TM
518
TigerOak Management
New Mexico
$530K +$17.7K +343 +4%
NFP
519
Narus Financial Partners
Utah
$528K +$147K +2,850 +42%
Bank of Montreal
520
Bank of Montreal
Ontario, Canada
$528K -$4.59K -89 -0.9%
PCM
521
Pennsylvania Capital Management
Pennsylvania
$527K +$17.7K +343 +4%
SPWG
522
Syntegra Private Wealth Group
Missouri
$527K +$499K +9,680 New
CAM
523
Cozad Asset Management
Illinois
$526K +$24.4K +474 +5%
Northern Trust
524
Northern Trust
Illinois
$519K +$195K +3,780 +66%
FSBI
525
Fearless Solutions (Best Invest)
Texas
$518K -$4.12K -80 -0.8%

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.