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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
TFM
701
TFC Financial Management
Massachusetts
$119K
POIA
702
Pin Oak Investment Advisors
Texas
$117K +$61.9K +1,201 +112%
BCMLT
703
Beacon Capital Management LLC (Tennessee)
Tennessee
$116K +$515 +10 +0.5%
VWA
704
VSM Wealth Advisory
Maryland
$111K +$8.97K +174 +9%
NB
705
NBT Bank
New York
$109K
FRA
706
Front Row Advisors
California
$105K +$42.3K +820 +74%
Bessemer Group
707
Bessemer Group
New Jersey
$104K +$3.76K +73 +4%
RWM
708
Rialto Wealth Management
New York
$102K
FDCDDQ
709
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98.4K -$86.3K -1,674 -48%
PFG
710
Putney Financial Group
California
$93.8K -$10.3K -200 -10%
CMA
711
Cedar Mountain Advisors
Oregon
$93.7K
CIA
712
Cape Investment Advisory
Georgia
$90.7K +$7.01K +136 +9%
DFA
713
DHJJ Financial Advisors
Illinois
$88.7K -$2.58K -50 -3%
HCM
714
Hollencrest Capital Management
California
$87.5K +$2.58K +50 +3%
MWM
715
Mascoma Wealth Management
New Hampshire
$83K +$45.1K +875 +135%
BTI
716
Blue Trust Inc
Georgia
$76.2K +$21.3K +413 +42%
GWSG
717
GPS Wealth Strategies Group
Colorado
$75.2K +$412 +8 +0.6%
CFB
718
Cullen/Frost Bankers
Texas
$72.5K +$68.7K +1,333 New
PB
719
Pinnacle Bancorp
Nebraska
$68.2K -$876 -17 -1%
NEWAS
720
N.E.W. Advisory Services
Wisconsin
$64.8K -$117K -2,262 -66%
FFA
721
Founders Financial Alliance
North Carolina
$64.3K
AGWCA
722
Annis Gardner Whiting Capital Advisors
Florida
$63.2K +$59.9K +1,162 New
CT
723
Colonial Trust
South Carolina
$59.4K +$1.8K +35 +3%
LAMC
724
Longview Asset Management (California)
California
$57.4K
BMC
725
Bear Mountain Capital
Washington
$57.2K

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.