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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
OA
801
Operose Advisors
Wisconsin
$603
PWM
802
Proathlete Wealth Management
Florida
$559 +$361 +7 +233%
VWM
803
Vermillion Wealth Management
Minnesota
$490
AWM
804
Activest Wealth Management
Florida
$92
BCMIO
805
Beacon Capital Management Inc (Ohio)
Ohio
$18 +$52 +1 New
PA
806
PSI Advisors
Florida
-$20.2M -390,008 Closed
SHFP
807
Second Half Financial Partners
Florida
-$15.7M -302,891 Closed
BDWCC
808
B&D White Capital Company
Texas
-$14.9M -287,752 Closed
MAM
809
Marquette Asset Management
Minnesota
-$10.8M -208,738 Closed
TA
810
Tiptree Advisors
New York
-$6.7M -129,350 Closed
FA
811
Fagan Associates
New York
-$6.31M -121,940 Closed
CAM
812
Cobblestone Asset Management
Virginia
-$4.81M -92,802 Closed
WC
813
Waterloo Capital
Texas
-$4.77M -92,096 Closed
RFMS
814
RWQ Financial Management Services
Florida
-$4.07M -78,675 Closed
WI
815
WBI Investments
New Jersey
-$2.65M -51,162 Closed
KIM
816
Kane Investment Management
California
-$2.03M -39,288 Closed
IP
817
Integras Partners
Georgia
-$1.88M -36,271 Closed
BIP
818
Blue Investment Partners
California
-$1.88M -36,213 Closed
FHC
819
First Heartland Consultants
Missouri
-$1.81M -34,874 Closed
BIP
820
Bouvel Investment Partners
Pennsylvania
-$1.78M -32,399 Closed
JFG
821
Jefferies Financial Group
New York
-$1.57M -30,233 Closed
EFS
822
Econ Financial Services
Pennsylvania
-$1.47M -28,458 Closed
IA
823
Inspire Advisors
Idaho
-$1.35M -26,045 Closed
SP
824
Sequent Planning
Nebraska
-$1.26M -24,372 Closed
Group One Trading
825
Group One Trading
Illinois
-$1.25M -24,223 Closed

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.