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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

850 hedge funds and large institutions have $9.9B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 407 increasing their positions, 244 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $116M | Put options by funds: $47.7M

116% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 51

67% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 244

8% more capital invested

Capital invested by funds: $9.18B → $9.9B (+$712M)

6% more funds holding

Funds holding: 804 → 850 (+46)

0.93% less ownership

Funds ownership: 33.26% → 32.33% (-0.93%)

11% less funds holding in top 10

Funds holding in top 10: 46 → 41 (-5)

Holders
850
Holders Change
+46
Holders Change %
+5.72%
% of All Funds
11.16%
Holding in Top 10
41
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.87%
% of All Funds
0.54%
New
110
Increased
407
Reduced
244
Closed
51
Calls
$116M
Puts
$47.7M
Net Calls
+$68.2M
Net Calls Change
+$30.8M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$68.1M
2
LPL Financial
LPL Financial
California
+$65.7M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$55.8M
4
Ameriprise
Ameriprise
Minnesota
+$41.5M
5
Bank of America
Bank of America
North Carolina
+$36.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$64.2M
2
HCM
Howard Capital Management
Georgia
-$24.9M
3
HWA
Hilltop Wealth Advisors
North Carolina
-$24.8M
4
QC
Quadrature Capital
United Kingdom
-$24.6M
5
TFA
Teamwork Financial Advisors
Texas
-$22M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
826
Wilmington Savings Fund Society
Delaware
$5.75K -$35.9K -646 -87%
AP
827
Aspect Partners
Virginia
$5.75K – – –
TCM
828
Tradewinds Capital Management
Washington
$5.75K – – –
AA
829
Ancora Advisors
Ohio
$5.75K +$5.55K +100 New
FC
830
Financial Consulate
Maryland
$5.75K +$5.55K +100 New
MSFP
831
Mark Sheptoff Financial Planning
Connecticut
$5.75K +$5.55K +100 New
LFA
832
LGT Financial Advisors
Texas
$5.64K -$3.27K -59 -38%
CSB
833
City State Bank
Iowa
$5.46K – – –
EWM
834
Evolution Wealth Management
Florida
$5.35K -$7.11K -128 -58%
CAM
835
Chesapeake Asset Management
New York
$5.07K +$167 +3 +4%
ABWM
836
Alpine Bank Wealth Management
Colorado
$4.89K – – –
FS
837
Financially Speaking
Colorado
$4.26K – – –
PAG
838
Paladin Advisory Group
Iowa
$3.45K -$2.15M -38,792 -100%
TFA
839
Transamerica Financial Advisors
Florida
$3.12K +$3.05K +55 New
MG
840
Mather Group
Illinois
$2.88K +$2.77K +50 New
VEA
841
Virtus ETF Advisers
New York
$2.19K +$333 +6 +19%
CMP
842
Coston McIsaac & Partners
Maine
$2K – – –
MHIP
843
Mountain Hill Investment Partners
New Jersey
$1.8K – – –
SA
844
Scarborough Advisors
Maryland
$1.09K – – –
SC
845
Swan Capital
Florida
$1.03K -$4.55K -82 -82%
TIM
846
Tortoise Investment Management
New York
$1.03K – – –
LB
847
Legacy Bridge
Iowa
$863 – – –
PWM
848
Proathlete Wealth Management
Florida
$723 +$111 +2 +20%
SC
849
SouthState Corp
Florida
$691 +$666 +12 New
TRCT
850
Tower Research Capital (TRC)
New York
$460 -$500 -9 -53%
32 33
34
35 36

JEPQ Hedge Fund Activity: Q3 2025 in Review

850 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) for Q3 2025, worth a combined $9.9B — up 7.8% from $9.18B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new JEPQ positions and 51 closed out — a net gain of 59 holders — while 407 added to existing stakes and 244 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $68.1M. The largest seller was JP Morgan Chase, cutting an estimated $64.2M.

  • 850 institutional investors held JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as of Q3 2025, up from 804 in Q2 2025.
  • Funds reported $9.9B of JPMorgan Nasdaq Equity Premium Income ETF stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 110 funds opened new JPMorgan Nasdaq Equity Premium Income ETF positions in Q3 2025 and 51 closed out, a net change of +59 holders.
  • The largest JPMorgan Nasdaq Equity Premium Income ETF buyer in Q3 2025 was Morgan Stanley, an estimated $68.1M added.
  • The largest JPMorgan Nasdaq Equity Premium Income ETF seller in Q3 2025 was JP Morgan Chase, an estimated $64.2M sold.

Based on aggregated 13F filings for Q3 2025.