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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

785 hedge funds and large institutions have $9.07B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 409 increasing their positions, 206 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
+15
Holders Change %
+1.95%
% of All Funds
10.53%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.56%
New
103
Increased
409
Reduced
206
Closed
68
Calls
$73M
Puts
$35.6M
Net Calls
+$37.4M
Net Calls Change
+$36.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.59B
2
LPL Financial
LPL Financial
California
$713M
3
Bank of America
Bank of America
North Carolina
$606M
4
Wells Fargo
Wells Fargo
California
$412M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$208M

Top Sellers

1
RCM
Requisite Capital Management
Texas
$381K
2
Osaic Holdings
Osaic Holdings
Arizona
$156M
3
WCP
Wick Capital Partners
Pennsylvania
$8.92M
4
PA
PSI Advisors
Florida
$0
5
SHFP
Second Half Financial Partners
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPBTD
651
Central Pacific Bank - Trust Division
Hawaii
$223K – – –
FM
652
Family Management
New York
$223K – – –
CB
653
Commerce Bank
Missouri
$223K +$223K +4,100 New
HWM
654
HighMark Wealth Management
Minnesota
$222K +$123K +2,261 +124%
VAG
655
VisionPoint Advisory Group
Texas
$222K +$8.81K +162 +4%
BWMG
656
Barnes Wealth Management Group
California
$222K -$816 -15 -0.4%
WIC
657
Woodmont Investment Counsel
Tennessee
$221K +$925 +17 +0.4%
WFS
658
Walker Financial Services
Kentucky
$219K +$219K +4,023 New
RWP
659
Ridgecrest Wealth Partners
California
$218K – – –
S
660
SignatureFD
Georgia
$218K -$117K -2,150 -35%
LMKC
661
L.M. Kohn & Company
Ohio
$216K +$216K +3,971 New
SFG
662
Sovereign Financial Group
Connecticut
$216K +$216K +3,970 New
WG
663
Welch Group
Alabama
$215K – – –
BRG
664
Bay Rivers Group
Virginia
$213K +$2.72K +50 +1%
BFG
665
Berger Financial Group
Minnesota
$213K -$29.1K -535 -12%
CFP
666
Cascade Financial Partners
California
$211K – – –
OWM
667
Orgel Wealth Management
Wisconsin
$209K +$209K +3,843 New
MQWP
668
Morey & Quinn Wealth Partners
Nebraska
$209K +$209K +3,840 New
DWT
669
Dorsey & Whitney Trust
South Dakota
$207K +$207K +3,804 New
TYCC
670
Texas Yale Capital Corp
Florida
$207K +$207K +3,800 New
SAM
671
Secure Asset Management
Michigan
$206K -$16.9K -311 -8%
WTC
672
WhitTier Trust Company
Nevada
$205K +$205K +3,770 New
SW
673
SkyOak Wealth
Michigan
$204K +$204K +3,750 New
FMN
674
Financial Management Network
California
$203K +$203K +3,757 New
IC
675
IEQ Capital
California
$201K +$201K +3,700 New
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