JEPQ icon

JPMorgan Nasdaq Equity Premium Income ETF

934 hedge funds and large institutions have $10.2B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 456 increasing their positions, 227 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
934
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$105M
Puts
$47.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
751
Waller Financial Planning Group
Ohio
$244K
MHWM
752
Montz Harcus Wealth Management
Louisiana
$243K
DWT
753
Dorsey & Whitney Trust
South Dakota
$242K
WFP
754
Welch Financial Planning
Colorado
$241K
GHA
755
Granite Harbor Advisors
Texas
$239K
FM
756
Family Management
New York
$238K
RMF
757
Red Mountain Financial
Colorado
$238K
WFAG
758
Worth Financial Advisory Group
North Carolina
$237K
BWMG
759
Barnes Wealth Management Group
California
$236K
TPA
760
Trivium Point Advisory
Connecticut
$236K
FFM
761
Forum Financial Management
Illinois
$233K
RWP
762
Ridgecrest Wealth Partners
California
$232K
MWM
763
Mascoma Wealth Management
New Hampshire
$231K
OPWM
764
Oregon Pacific Wealth Management
Oregon
$231K
CA
765
Claro Advisors
Massachusetts
$230K
WP
766
WealthPLAN Partners
Nebraska
$230K
CG
767
CFO4Life Group
Texas
$230K
WG
768
Welch Group
Alabama
$230K
OSAM
769
O'Shaughnessy Asset Management
Connecticut
$229K
BRG
770
Bay Rivers Group
Virginia
$228K
SP
771
Sequent Planning
Nebraska
$226K
GWM
772
Goldenstone Wealth Management
California
$226K
CFP
773
Cascade Financial Partners
California
$226K
ML
774
McAdam LLC
Pennsylvania
$223K
HFA
775
High Falls Advisors
New York
$220K