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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
SFG
676
Sovereign Financial Group
Connecticut
$216K +$205K +3,970 New
WG
677
Welch Group
Alabama
$215K
BRG
678
Bay Rivers Group
Virginia
$213K +$2.58K +50 +1%
BFG
679
Berger Financial Group
Minnesota
$213K -$27.6K -535 -12%
CFP
680
Cascade Financial Partners
California
$211K
OWM
681
Orgel Wealth Management
Wisconsin
$209K +$198K +3,843 New
MQWP
682
Morey & Quinn Wealth Partners
Nebraska
$209K +$198K +3,840 New
DWT
683
Dorsey & Whitney Trust
South Dakota
$207K +$196K +3,804 New
TYCC
684
Texas Yale Capital Corp
Florida
$207K +$196K +3,800 New
SAM
685
Secure Asset Management
Michigan
$206K -$16K -311 -8%
WTC
686
WhitTier Trust Company
Nevada
$205K +$194K +3,770 New
SW
687
SkyOak Wealth
Michigan
$204K +$193K +3,750 New
FMN
688
Financial Management Network
California
$203K +$194K +3,757 New
PFPT
689
Pinnacle Financial Partners (Tennessee)
Tennessee
$203K +$192K +3,734 New
IC
690
IEQ Capital
California
$201K +$191K +3,700 New
WKSWA
691
White Knight Strategic Wealth Advisors
New Jersey
$201K +$191K +3,699 New
BL
692
BFSG LLC
California
$181K +$2.17K +42 +1%
GEA
693
Glen Eagle Advisors
New Jersey
$178K +$9.79K +190 +6%
CIBC Private Wealth Group
694
CIBC Private Wealth Group
Georgia
$169K +$75.9K +1,473 +90%
CA
695
Centerpoint Advisors
Massachusetts
$154K +$4.02K +78 +3%
SSA
696
SSA Swiss Advisors
$154K +$144K +2,799 New
FGC
697
Financial Gravity Companies
Texas
$133K +$126K +2,437 New
RFA
698
Reyes Financial Architecture
California
$126K -$1.04M -20,159 -90%
MWA
699
Medallion Wealth Advisors
Connecticut
$122K
National Bank of Canada
700
National Bank of Canada
Quebec, Canada
$121K

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.