We are live on ! Find out more
JEPQ icon

JPMorgan Nasdaq Equity Premium Income ETF

783 hedge funds and large institutions have $7.87B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 445 increasing their positions, 167 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 167

70% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 60

4% more funds holding in top 10

Funds holding in top 10: 4749 (+2)

4% more funds holding

Funds holding: 754783 (+29)

3% more call options, than puts

Call options by funds: $35.1M | Put options by funds: $34.1M

1.83% less ownership

Funds ownership: 36.69%34.85% (-1.8%)

10% less capital invested

Capital invested by funds: $8.75B → $7.87B (-$883M)

Holders
783
Holders Change
+29
Holders Change %
+3.85%
% of All Funds
10.5%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
0.66%
New
102
Increased
445
Reduced
167
Closed
60
Calls
$35.1M
Puts
$34.1M
Net Calls
+$963K
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
AWMG
101
ADG Wealth Management Group
Louisiana
$6.96M -$1.17M -20,972 -13%
DAS
102
Dynamic Advisor Solutions
Arizona
$6.95M +$36.9K +662 +0.5%
BCM
103
Beck Capital Management
Texas
$6.91M +$1.07M +19,255 +17%
KWM
104
Kingsview Wealth Management
Oregon
$6.89M +$1.63M +29,280 +28%
SFP
105
Sandbox Financial Partners
Maryland
$6.86M +$506K +9,076 +7%
AIA
106
Armor Investment Advisors
North Carolina
$6.81M +$657K +11,803 +10%
CFG
107
Carr Financial Group
Massachusetts
$6.78M +$1.29M +23,134 +21%
TA
108
Tiptree Advisors
New York
$6.7M +$2.23M +40,000 +45%
Comerica Bank
109
Comerica Bank
Texas
$6.53M +$1.23M +21,997 +21%
NEPWA
110
New England Private Wealth Advisors
Massachusetts
$6.46M +$399K +7,156 +6%
SWP
111
Stratos Wealth Partners
Ohio
$6.33M +$249K +4,475 +4%
FA
112
Fagan Associates
New York
$6.31M +$377K +6,768 +6%
PS
113
Principal Securities
Iowa
$6.26M
HWAM
114
Hennion & Walsh Asset Management
New Jersey
$6.26M +$429K +7,693 +7%
AF
115
Apexium Financial
Texas
$6.19M +$3.51M +63,009 +112%
MAG
116
Members Advisory Group
New York
$6.11M +$121K +2,181 +2%
PWP
117
Principle Wealth Partners
Connecticut
$6.09M +$1.78M +32,037 +37%
FFWA
118
FRG Family Wealth Advisors
Washington
$6.07M +$1.16M +20,772 +22%
IWC
119
Integrated Wealth Concepts
Massachusetts
$5.96M +$1.43M +25,754 +29%
GWM
120
Geneos Wealth Management
Colorado
$5.92M +$3.92M +70,453 +160%
GCWM
121
Guided Capital Wealth Management
Texas
$5.9M +$492K +8,836 +8%
BRWM
122
Blue Rock Wealth Management
North Carolina
$5.9M +$6.34M +113,899 New
CAL
123
Capital Analysts LLC
Pennsylvania
$5.85M -$38.5K -691 -0.6%
William Blair & Company
124
William Blair & Company
Illinois
$5.75M +$1.69M +30,289 +38%
NWWA
125
New Wave Wealth Advisors
Arkansas
$5.59M +$2.06M +37,071 +52%