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
HCM
701
Hollencrest Capital Management
California
$80.7K +$52.2K +938 +151%
CIA
702
Cape Investment Advisory
Georgia
$79.3K +$85.3K +1,532 New
CIBC Private Wealth Group
703
CIBC Private Wealth Group
Georgia
$75.3K -$171K -3,063 -65%
GTAM
704
Global Trust Asset Management
Florida
$75.1K -$95K -1,705 -54%
SC
705
SouthState Corp
Florida
$72.5K +$78K +1,400 New
GWSG
706
GPS Wealth Strategies Group
Colorado
$71.2K +$334 +6 +0.4%
PB
707
Pinnacle Bancorp
Nebraska
$65.8K +$40.1K +720 +131%
TCOV
708
Trust Company of Vermont
Vermont
$62.1K
FFA
709
Founders Financial Alliance
North Carolina
$61.2K
TPCW
710
TD Private Client Wealth
New York
$60.4K
FS
711
Financially Speaking
Colorado
$58.4K -$22.6M -404,837 -100%
FRA
712
Front Row Advisors
California
$57.7K
CT
713
Colonial Trust
South Carolina
$54.7K
LAMC
714
Longview Asset Management (California)
California
$54.7K
BMC
715
Bear Mountain Capital
Washington
$53.7K +$13.9K +250 +31%
RF
716
Roxbury Financial
New Jersey
$53.1K +$613 +11 +1%
WSC
717
Wellington Shields & Co
New York
$51.8K
BTI
718
Blue Trust Inc
Georgia
$51.1K +$43.8K +787 +394%
SN
719
Sittner & Nelson
Oregon
$48.4K
RBC
720
Roble Belko & Company
Pennsylvania
$48K +$1.39K +25 +3%
IHWM
721
Iron Horse Wealth Management
Iowa
$46.7K -$2.17K -39 -4%
WAS
722
Winch Advisory Services
Wisconsin
$40.1K
WIM
723
Westside Investment Management
California
$39.7K -$1K -18 -2%
T
724
Transce3nd
Texas
$38.9K -$19.4K -348 -32%
WSFS
725
Wilmington Savings Fund Society
Delaware
$37.9K +$18.5K +332 +83%