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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 %
CCA
826
Cooper Capital Advisors
California
– -$310K -5,980 Closed
CA
827
Claro Advisors
Massachusetts
– -$302K -5,837 Closed
AFG
828
Atomi Financial Group
New York
– -$299K -5,768 Closed
FPCP
829
Fort Point Capital Partners
California
– -$291K -5,617 Closed
SIM
830
Synergy Investment Management
Florida
– -$251K -4,852 Closed
M1FG
831
Mach-1 Financial Group
Arkansas
– -$249K -4,813 Closed
GT
832
Greenleaf Trust
Michigan
– -$248K -4,780 Closed
GSEP
833
Golden State Equity Partners
California
– -$236K -4,549 Closed
CAAS
834
Capital Asset Advisory Services
Michigan
– -$236K -4,545 Closed
SL
835
SWMG LLC
Texas
– -$218K -4,266 Closed
GKWIM
836
Gerber Kawasaki Wealth & Investment Management
California
– -$206K -3,973 Closed
CWC
837
Carolinas Wealth Consulting
North Carolina
– -$186K -3,595 Closed
NA
838
Nordwand Advisors
Pennsylvania
– -$146K -2,825 Closed
CA
839
Crewe Advisors
Utah
– -$131K -2,536 Closed
HCA
840
Heck Capital Advisors
Wisconsin
– -$105K -2,035 Closed
ACA
841
Atlas Capital Advisors
Wyoming
– -$93.2K -1,800 Closed
SC
842
SouthState Corp
Florida
– -$72.5K -1,400 Closed
SN
843
Sittner & Nelson
Oregon
– -$48.4K -934 Closed
SW
844
SVB Wealth
Massachusetts
– -$36.4K -703 Closed
FPF
845
First Pacific Financial
Washington
– -$24.6K -475 Closed
MSWM
846
Mowery & Schoenfeld Wealth Management
Illinois
– -$15.6K -301 Closed
CWM
847
Consultiva Wealth Management
Puerto Rico
– -$10.4K -200 Closed
MPWT
848
MassMutual Private Wealth & Trust
Connecticut
– -$7.15K -138 Closed
MG
849
Mather Group
Illinois
– -$6.52K -126 Closed
GC
850
Garde Capital
Washington
– -$5.18K -100 Closed
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