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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
CWM
76
Centurion Wealth Management
Virginia
$12.7M +$2.12M +41,082 +21%
TWM
77
Tradition Wealth Management
Minnesota
$12.2M +$367K +7,119 +3%
EWS
78
Evergreen Wealth Solutions
Pennsylvania
$12M -$209K -4,061 -2%
PVI
79
Pine Valley Investments
New Jersey
$11.7M +$391K +7,579 +4%
WAM
80
WNY Asset Management
New York
$11.6M -$10.5M -202,803 -49%
KPWS
81
Kestra Private Wealth Services
Texas
$11.5M +$1.64M +31,733 +18%
PFS
82
Prospera Financial Services
Texas
$11M +$725K +14,069 +7%
RIL
83
Rothschild Investment LLC
Illinois
$10.9M +$6.86M +132,996 +195%
VAM
84
Vienna Asset Management
California
$10.8M +$1.54M +29,892 +18%
BFA
85
Beacon Financial Advisory
Ohio
$10.1M +$415K +8,050 +5%
CA
86
Cambridge Advisors
Nebraska
$9.88M -$124K -2,396 -1%
MCIA
87
Mountain Capital Investment Advisors
Colorado
$9.55M -$206K -3,994 -2%
AF
88
Apexium Financial
Texas
$9.47M +$2.82M +54,695 +46%
CFS
89
Compass Financial Services
Iowa
$9.45M -$2.39M -46,302 -21%
MOS
90
MGO One Seven
Ohio
$9.4M +$253K +4,911 +3%
USCWA
91
U.S. Capital Wealth Advisors
Texas
$9.27M -$697K -13,517 -7%
LF
92
Lighthouse Financial
Florida
$9.17M -$161K -3,122 -2%
VVP
93
Venture Visionary Partners
Ohio
$9.11M +$3.26M +63,184 +61%
BRWM
94
Blue Rock Wealth Management
North Carolina
$8.95M +$2.61M +50,596 +44%
WCP
95
Wick Capital Partners
Pennsylvania
$8.92M -$7.4M -143,569 -71%
AF
96
Advisornet Financial
Minnesota
$8.86M +$4.99M +96,815 +147%
KWM
97
Kingsview Wealth Management
Oregon
$8.77M +$1.45M +28,106 +21%
CBA
98
Coastal Bridge Advisors
Connecticut
$8.76M +$8.3M +161,006 New
SI
99
Stephens Inc
Arkansas
$8.68M +$909K +17,630 +12%
MW
100
MBL Wealth
North Carolina
$8.42M -$3.62M -70,240 -31%

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.