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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
T
651
Tidemark
California
$237K +$112K +2,169 +99%
SW
652
SMART Wealth
Nebraska
$236K +$12.6K +245 +6%
DCM
653
Dudley Capital Management
Virginia
$235K -$2.58K -50 -1%
TF
654
Tompkins Financial
New York
$235K
AWA
655
Arete Wealth Advisors
Illinois
$234K -$931K -18,071 -81%
WSCM
656
Wellington Shields Capital Management
New York
$234K
SA
657
Strategic Advisors
New York
$234K +$222K +4,299 New
OPWM
658
Oregon Pacific Wealth Management
Oregon
$232K -$6.55K -127 -3%
HA
659
Hamel Associates
New Jersey
$231K +$219K +4,243 New
CP
660
Clarendon Private
Massachusetts
$231K
MC
661
Matisse Capital
Oregon
$228K +$216K +4,200 New
FLPIM
662
F.L. Putnam Investment Management
Massachusetts
$227K +$215K +4,180 New
TP
663
Tranquility Partners
Tennessee
$224K -$12.8K -249 -6%
OSAM
664
O'Shaughnessy Asset Management
Connecticut
$224K +$186K +3,608 +720%
CPBTD
665
Central Pacific Bank - Trust Division
Hawaii
$223K
FM
666
Family Management
New York
$223K
CB
667
Commerce Bank
Missouri
$223K +$211K +4,100 New
HWM
668
HighMark Wealth Management
Minnesota
$222K +$117K +2,261 +124%
VAG
669
VisionPoint Advisory Group
Texas
$222K +$8.35K +162 +4%
BWMG
670
Barnes Wealth Management Group
California
$222K -$773 -15 -0.4%
WIC
671
Woodmont Investment Counsel
Tennessee
$221K +$876 +17 +0.4%
WFS
672
Walker Financial Services
Kentucky
$219K +$207K +4,023 New
RWP
673
Ridgecrest Wealth Partners
California
$218K
S
674
SignatureFD
Georgia
$218K -$111K -2,150 -35%
LMKC
675
L.M. Kohn & Company
Ohio
$216K +$205K +3,971 New

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.