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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 %
ZIM
801
Zacks Investment Management
Illinois
– -$213K -3,773 Closed
SW
802
SkyOak Wealth
Michigan
– -$211K -3,750 Closed
CWA
803
Canvas Wealth Advisors
Kansas
– -$212K -3,736 Closed
TL
804
Tradewinds LLC
North Carolina
– -$209K -3,629 Closed
RAS
805
RPS Advisory Solutions
Kentucky
– -$204K -3,616 Closed
SFG
806
Sovereign Financial Group
Connecticut
– -$202K -3,580 Closed
GP
807
Greenline Partners
New York
– -$131K -2,323 Closed
GGI
808
Godsey & Gibb Inc
Virginia
– -$85.5K -1,516 Closed
BBHC
809
Brown Brothers Harriman & Co
New York
– -$71K -1,260 Closed
FCAS
810
First Command Advisory Services
Texas
– -$61.7K -1,095 Closed
JFGIW
811
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$57.5K -1,000 Closed
SMAM
812
Sugar Maple Asset Management
Wisconsin
– -$40.8K -723 Closed
VWM
813
Venturi Wealth Management
Texas
– -$40.2K -713 Closed
OC
814
Oarsman Capital
Wisconsin
– -$40.2K -713 Closed
KIM
815
Kestra Investment Management
Texas
– -$33.4K -592 Closed
BF
816
BOK Financial
Oklahoma
– -$31.9K -570 Closed
MCM
817
Mainstream Capital Management
California
– -$28.2K -500 Closed
HPC
818
HM Payson & Co
Maine
– -$28.2K -500 Closed
MRP
819
Measured Risk Portfolios
California
– -$21.5K -382 Closed
CFB
820
Cullen/Frost Bankers
Texas
– -$19.7K -349 Closed
Fifth Third Bancorp
821
Fifth Third Bancorp
Ohio
– -$18.5K -328 Closed
RCM
822
Raleigh Capital Management
North Carolina
– -$16.9K -300 Closed
OAJ
823
Ogorek Anthony Joseph
New York
– -$14K -250 Closed
AFG
824
Albion Financial Group
Utah
– -$11.8K -210 Closed
NL
825
NVWM LLC
Pennsylvania
– -$5.36K -95 Closed
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