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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

770 hedge funds and large institutions have $7.82B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 440 increasing their positions, 164 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
770
Holders Change
+25
Holders Change %
+3.36%
% of All Funds
10.46%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.65%
New
100
Increased
440
Reduced
164
Closed
59
Calls
$35.1M
Puts
$34.1M
Net Calls
+$963K
Net Calls Change
-$6.99M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.01B
2
LPL Financial
LPL Financial
California
$562M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.15B
4
AF
Allworth Financial
California
$93.7M
5
Bank of America
Bank of America
North Carolina
$497M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$54.1M
2
Jane Street
Jane Street
New York
$0
3
MW
Marks Wealth
Maryland
$1.29M
4
WA
Whipplewood Advisors
Colorado
$2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
751
Aspect Partners
Virginia
$5.18K +$5.18K +100 New
GC
752
Garde Capital
Washington
$5.18K +$5.18K +100 New
OP
753
ORG Partners
Indiana
$5.16K +$5.16K +100 New
AW
754
Avion Wealth
Texas
$5K – – –
CSB
755
City State Bank
Iowa
$4.92K – – –
BHWM
756
Beaird Harris Wealth Management
Texas
$4.87K +$4.87K +94 New
CWM
757
Centricity Wealth Management
Ohio
$4.66K – – –
ABWM
758
Alpine Bank Wealth Management
Colorado
$4.4K +$4.4K +85 New
GA
759
GoalVest Advisory
New York
$4.35K – – –
FMP
760
Financial Management Professionals
Texas
$3.73K – – –
SFA
761
Semmax Financial Advisors
North Carolina
$2.62K +$103 +2 +4%
CMP
762
Coston McIsaac & Partners
Maine
$2K +$2K +46 New
Kayne Anderson Rudnick Investment Management
763
Kayne Anderson Rudnick Investment Management
California
$1.85K +$1.85K +35 New
TC
764
Truvestments Capital
Florida
$1.76K – – –
CWM
765
Cranbrook Wealth Management
Michigan
$1.04K -$3.78K -73 -78%
TIM
766
Tortoise Investment Management
New York
$932 – – –
MHIP
767
Mountain Hill Investment Partners
New Jersey
$608 +$51 +1 +9%
OA
768
Operose Advisors
Wisconsin
$555 +$555 +11 New
VWM
769
Vermillion Wealth Management
Minnesota
$466 +$52 +1 +13%
PWM
770
Proathlete Wealth Management
Florida
$157 +$157 +3 New
AWM
771
Activest Wealth Management
Florida
$86 – – –
Jane Street
772
Jane Street
New York
– -$32.6M -578,999 Closed
IAA
773
Independent Advisor Alliance
North Carolina
– -$13.1M -231,669 Closed
CBA
774
Coastal Bridge Advisors
Connecticut
– -$9M -159,583 Closed
BWG
775
Beta Wealth Group
California
– -$7.98M -141,580 Closed
29 30
31
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