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
AP
651
Adero Partners
California
$220K +$8.91K +160 +4%
CP
652
Clarendon Private
Massachusetts
$220K
KPWG
653
KFA Private Wealth Group
Virginia
$219K +$236K +4,234 New
SL
654
SWMG LLC
Texas
$218K +$1.95K +35 +0.8%
FIC
655
Family Investment Center
Missouri
$217K -$50.2K -901 -18%
TWP
656
Tyche Wealth Partners
Texas
$213K
CPBTD
657
Central Pacific Bank - Trust Division
Hawaii
$212K
RWMG
658
Redwood Wealth Management Group
New Jersey
$212K
FM
659
Family Management
New York
$212K +$228K +4,100 New
SW
660
SMART Wealth
Nebraska
$212K +$228K +4,095 New
SAM
661
Secure Asset Management
Michigan
$212K +$3.17K +57 +1%
BWMG
662
Barnes Wealth Management Group
California
$212K +$228K +4,093 New
WIC
663
Woodmont Investment Counsel
Tennessee
$210K +$226K +4,054 New
CPRC
664
Consolidated Portfolio Review Corp
New York
$209K +$225K +4,037 New
DWA
665
Delos Wealth Advisors
Texas
$207K +$223K +4,006 New
RWP
666
Ridgecrest Wealth Partners
California
$207K +$5.57K +100 +3%
SAM
667
Selway Asset Management
$207K +$223K +4,000 New
WB
668
WesBanco Bank
West Virginia
$207K +$223K +4,000 New
GKWIM
669
Gerber Kawasaki Wealth & Investment Management
California
$206K +$221K +3,973 New
WG
670
Welch Group
Alabama
$205K -$72.4K -1,300 -25%
VAG
671
VisionPoint Advisory Group
Texas
$203K -$8.08K -145 -4%
SSB
672
Sandy Spring Bank
Maryland
$203K +$1.28K +23 +0.6%
CFP
673
Cascade Financial Partners
California
$201K +$13.6K +245 +7%
BRG
674
Bay Rivers Group
Virginia
$200K +$215K +3,865 New
CWC
675
Carolinas Wealth Consulting
North Carolina
$186K