We are live on ! Find out more
JEPQ icon

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
CL
526
Choreo LLC
Illinois
$463K +$3.96K +71 +0.8%
MW
527
Melia Wealth
Oklahoma
$463K +$125K +2,238 +33%
MFA
528
Mayflower Financial Advisors
Massachusetts
$462K +$218K +3,914 +78%
CAPTRUST Financial Advisors
529
CAPTRUST Financial Advisors
North Carolina
$458K +$126K +2,261 +34%
CAM
530
Columbia Asset Management
Michigan
$458K
EFG
531
Ehrlich Financial Group
California
$455K +$7.74K +139 +2%
WP
532
WealthShield Partners
North Carolina
$448K +$11.5K +207 +2%
ATS
533
Ashton Thomas Securities
New York
$447K -$50.3K -903 -9%
MBT
534
Montecito Bank & Trust
California
$442K
CCB
535
Country Club Bank
Missouri
$439K -$143K -2,560 -23%
FA
536
Fermata Advisors
California
$434K +$112K +2,017 +32%
KFA
537
Kapstone Financial Advisors
Ohio
$434K +$245K +4,400 +111%
AGP
538
Autumn Glory Partners
Texas
$432K
CFG
539
Citizens Financial Group
Rhode Island
$428K +$461K +8,268 New
ML
540
McAdam LLC
Pennsylvania
$427K +$29.9K +537 +7%
KCFA
541
Key Client Fiduciary Advisors
New Jersey
$426K +$158K +2,843 +53%
LA
542
Lifeworks Advisors
Michigan
$425K -$1.11K -20 -0.2%
BWP
543
Balboa Wealth Partners
Arizona
$422K +$28.5K +511 +7%
SIS
544
Sound Income Strategies
Florida
$414K +$156K +2,808 +54%
SEP
545
Southland Equity Partners
Missouri
$414K -$262K -4,696 -37%
YWS
546
Yarger Wealth Strategies
Ohio
$412K +$443K +7,957 New
IIA
547
IPG Investment Advisors
California
$409K +$79.9K +1,435 +22%
MCM
548
Mendel Capital Management
Arkansas
$407K
MWM
549
Modera Wealth Management
New Jersey
$403K +$434K +7,790 New
CAM
550
Concorde Asset Management
Michigan
$403K +$107K +1,920 +32%