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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
VCP
551
Verus Capital Partners
Arizona
$434K +$44.8K +869 +12%
SIC
552
Samalin Investment Counsel
New York
$434K +$120K +2,324 +41%
LPT
553
Legacy Private Trust
Wisconsin
$433K +$97.4K +1,890 +31%
CWA
554
Cascade Wealth Advisors
Washington
$432K -$3.55M -68,789 -90%
PCA
555
Private Capital Advisors
Connecticut
$429K +$406K +7,886 New
MWM
556
Modera Wealth Management
New Jersey
$428K +$3.61K +70 +0.9%
CWM
557
Cornerstone Wealth Management
Missouri
$425K +$57.2K +1,109 +17%
WIM
558
Westside Investment Management
California
$421K +$363K +7,040 +918%
CLA
559
Carnegie Lake Advisors
New Jersey
$418K +$9.02K +175 +2%
BCA
560
Bay Colony Advisors
Massachusetts
$418K +$396K +7,677 New
GWP
561
Gateway Wealth Partners
Wisconsin
$413K +$12.1K +235 +3%
AG
562
AmeriFlex Group
Nevada
$413K -$291K -5,638 -43%
TWP
563
Tyche Wealth Partners
Texas
$411K +$177K +3,434 +83%
SC
564
Searle & Co
Connecticut
$407K +$8.61K +167 +2%
NWA
565
Navis Wealth Advisors
New York
$404K -$468K -9,084 -55%
CAMG
566
CWA Asset Management Group
Florida
$404K +$383K +7,422 New
XF
567
XML Financial
Maryland
$400K +$68.3K +1,325 +22%
PCM
568
Pointe Capital Management
Michigan
$398K
ACG
569
Allen Capital Group
Nebraska
$397K +$7.63K +148 +2%
WP
570
WealthShield Partners
North Carolina
$393K -$73.2K -1,421 -16%
MMCM
571
Murphy & Mullick Capital Management
New York
$391K +$118K +2,285 +47%
SL
572
Sentinus LLC
Illinois
$384K +$364K +7,061 New
UB
573
UMB Bank
Missouri
$381K +$361K +7,000 New
RCM
574
Requisite Capital Management
Texas
$381K -$59.3M -1,151,370 -99%
FA
575
Fortis Advisors
Pennsylvania
$379K +$12.1K +234 +3%

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.