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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
EWM
626
Evercore Wealth Management
New York
$272K +$258K +5,000 New
PP
627
Patron Partners
Texas
$267K +$979 +19 +0.4%
FWA
628
FSC Wealth Advisors
New York
$265K -$4.9K -95 -2%
C
629
Certuity
Florida
$265K +$30.9K +600 +14%
MHWM
630
Montz Harcus Wealth Management
Louisiana
$263K +$250K +4,842 New
CT
631
Clearstead Trust
Maine
$263K +$249K +4,833 New
FGG
632
Financial Guidance Group
Florida
$261K -$29.1K -565 -11%
CJ
633
Caitlin John
Michigan
$261K +$7.58K +147 +3%
RCA
634
Runnymede Capital Advisors
Ohio
$257K -$673K -13,058 -73%
PSFG
635
Park Square Financial Group
Georgia
$256K -$30.9K -600 -11%
M&T Bank
636
M&T Bank
New York
$255K
FFM
637
Forum Financial Management
Illinois
$255K +$10.8K +209 +5%
CG
638
CFO4Life Group
Texas
$254K +$2.73K +53 +1%
AAP
639
Arax Advisory Partners
Colorado
$254K
FA
640
Fountainhead AM
New Jersey
$253K
LPAM
641
Lodestar Private Asset Management
California
$252K
MSFS
642
Main Street Financial Solutions
Pennsylvania
$251K +$2.01K +39 +0.9%
RWMG
643
Redwood Wealth Management Group
New Jersey
$250K +$25.8K +500 +12%
LIG
644
Lokken Investment Group
Delaware
$248K -$27.8K -540 -11%
CMMS
645
Comprehensive Money Management Services
Florida
$244K +$231K +4,490 New
BlackRock
646
BlackRock
New York
$244K +$93.7K +1,818 +68%
GHA
647
Granite Harbor Advisors
Texas
$244K +$7.73K +150 +3%
CCM
648
Coldstream Capital Management
Washington
$243K -$619 -12 -0.3%
IWN
649
Independent Wealth Network
Iowa
$240K +$227K +4,408 New
WANY
650
Wealthspire Advisors (New York)
New York
$238K -$2.92M -56,721 -93%

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.