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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

785 hedge funds and large institutions have $9.07B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 409 increasing their positions, 206 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
+15
Holders Change %
+1.95%
% of All Funds
10.53%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.56%
New
103
Increased
409
Reduced
206
Closed
68
Calls
$73M
Puts
$35.6M
Net Calls
+$37.4M
Net Calls Change
+$36.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.59B
2
LPL Financial
LPL Financial
California
$713M
3
Bank of America
Bank of America
North Carolina
$606M
4
Wells Fargo
Wells Fargo
California
$412M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$208M

Top Sellers

1
RCM
Requisite Capital Management
Texas
$381K
2
Osaic Holdings
Osaic Holdings
Arizona
$156M
3
WCP
Wick Capital Partners
Pennsylvania
$8.92M
4
PA
PSI Advisors
Florida
$0
5
SHFP
Second Half Financial Partners
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VEA
776
Virtus ETF Advisers
New York
$1.74K +$1.74K +32 New
MHIP
777
Mountain Hill Investment Partners
New Jersey
$1.66K +$1.02K +19 +158%
SA
778
Scarborough Advisors
Maryland
$1.03K +$1.03K +19 New
TIM
779
Tortoise Investment Management
New York
$979 – – –
TRCT
780
Tower Research Capital (TRC)
New York
$925 +$925 +17 New
LB
781
Legacy Bridge
Iowa
$816 +$816 +15 New
OA
782
Operose Advisors
Wisconsin
$603 – – –
PWM
783
Proathlete Wealth Management
Florida
$559 +$391 +7 +233%
VWM
784
Vermillion Wealth Management
Minnesota
$490 – – –
AWM
785
Activest Wealth Management
Florida
$92 – – –
BCMIO
786
Beacon Capital Management Inc (Ohio)
Ohio
$18 +$18 +1 New
PA
787
PSI Advisors
Florida
– -$20.2M -390,008 Closed
SHFP
788
Second Half Financial Partners
Florida
– -$15.7M -302,891 Closed
BDWCC
789
B&D White Capital Company
Texas
– -$14.9M -287,752 Closed
MAM
790
Marquette Asset Management
Minnesota
– -$10.8M -208,738 Closed
TA
791
Tiptree Advisors
New York
– -$6.7M -129,350 Closed
FA
792
Fagan Associates
New York
– -$6.31M -121,940 Closed
CAM
793
Cobblestone Asset Management
Virginia
– -$4.81M -92,802 Closed
WC
794
Waterloo Capital
Texas
– -$4.77M -92,096 Closed
RFMS
795
RWQ Financial Management Services
Florida
– -$4.07M -78,675 Closed
WI
796
WBI Investments
New Jersey
– -$2.65M -51,162 Closed
KIM
797
Kane Investment Management
California
– -$2.03M -39,288 Closed
IP
798
Integras Partners
Georgia
– -$1.88M -36,271 Closed
BIP
799
Blue Investment Partners
California
– -$1.88M -36,213 Closed
FHC
800
First Heartland Consultants
Missouri
– -$1.81M -34,874 Closed
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