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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
LJCM
51
Lee Johnson Capital Management
Texas
$21.8M +$5.4M +104,817 +35%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$21.1M -$5.18M -100,558 -21%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$20.8M +$4.04M +78,377 +26%
MS
54
Madden Securities
Texas
$20.5M +$230K +4,467 +1%
CA
55
Cornerstone Advisory
Maryland
$20.5M +$1.25M +24,159 +7%
AWS
56
Atria Wealth Solutions
New York
$18.1M -$14.2M -275,325 -45%
PCIA
57
Prime Capital Investment Advisors
Kansas
$17.6M -$2.27M -44,108 -12%
APW
58
Aventura Private Wealth
Florida
$17.5M +$3.98M +77,143 +32%
WHG
59
Westwood Holdings Group
Texas
$17.4M +$1.14M +22,135 +7%
MFGM
60
Marshall Financial Group (Maryland)
Maryland
$17M +$769K +14,923 +5%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$15.6M +$1.42M +27,604 +11%
IFG
62
Independent Financial Group
California
$15.4M -$709K -13,747 -5%
Wealthfront Advisers
63
Wealthfront Advisers
California
$14.9M +$3.02M +58,555 +27%
Marshall Wace
64
Marshall Wace
United Kingdom
$14.8M +$14M +271,414 New
EIP
65
Ellis Investment Partners
Pennsylvania
$14.6M +$275K +5,344 +2%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$14.6M +$5.76M +111,776 +71%
GL
67
Graypoint LLC
New York
$14.1M -$2.34M -45,308 -15%
BCI
68
Brinker Capital Investments
Pennsylvania
$13.8M +$174K +3,369 +1%
EIA
69
Eldridge Investment Advisors
New Hampshire
$13.7M +$465K +9,018 +4%
P
70
&Partners
Tennessee
$13.7M +$3.24M +62,939 +33%
FPGK
71
Financial Partners Group (Kansas)
Kansas
$13.7M +$1.59M +30,914 +14%
ATC
72
Argent Trust Co
Tennessee
$13.5M +$532K +10,314 +4%
WA
73
Waverly Advisors
Alabama
$13.4M +$521K +10,102 +4%
HIP
74
HUB Investment Partners
Texas
$13.4M +$1.45M +28,153 +13%
TCM
75
Traynor Capital Management
Pennsylvania
$13M +$8.93M +173,169 +253%

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.