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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

770 hedge funds and large institutions have $7.82B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 440 increasing their positions, 164 reducing their positions, and 59 closing their positions.

Holders
770
Holders Change
+25
Holders Change %
+3.36%
% of All Funds
10.46%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.65%
New
100
Increased
440
Reduced
164
Closed
59
Calls
$35.1M
Puts
$34.1M
Net Calls
+$963K
Net Calls Change
-$6.99M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.01B
2
LPL Financial
2
LPL Financial
California
$562M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.15B
4
AF
4
Allworth Financial
California
$93.7M
5
Bank of America
5
Bank of America
North Carolina
$497M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$54.1M
2
Jane Street
2
Jane Street
New York
$0
3
MW
3
Marks Wealth
Maryland
$1.29M
4
WA
4
Whipplewood Advisors
Colorado
$2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
101
Kingsview Wealth Management
Oregon
$6.89M +$1.52M +29,280 +28%
SFP
102
Sandbox Financial Partners
Maryland
$6.86M +$470K +9,076 +7%
AIA
103
Armor Investment Advisors
North Carolina
$6.81M +$611K +11,803 +10%
CFG
104
Carr Financial Group
Massachusetts
$6.78M +$1.2M +23,134 +21%
TA
105
Tiptree Advisors
New York
$6.7M +$2.07M +40,000 +45%
Comerica Bank
106
Comerica Bank
Texas
$6.53M +$1.14M +21,997 +21%
NEPWA
107
New England Private Wealth Advisors
Massachusetts
$6.46M +$371K +7,156 +6%
SWP
108
Stratos Wealth Partners
Ohio
$6.33M +$232K +4,475 +4%
FA
109
Fagan Associates
New York
$6.31M +$350K +6,768 +6%
PS
110
Principal Securities
Iowa
$6.26M – – –
HWAM
111
Hennion & Walsh Asset Management
New Jersey
$6.26M +$398K +7,693 +7%
AF
112
Apexium Financial
Texas
$6.19M +$3.26M +63,009 +112%
MAG
113
Members Advisory Group
New York
$6.11M +$113K +2,181 +2%
PWP
114
Principle Wealth Partners
Connecticut
$6.09M +$1.66M +32,037 +37%
FFWA
115
FRG Family Wealth Advisors
Washington
$6.07M +$1.08M +20,772 +22%
IWC
116
Integrated Wealth Concepts
Massachusetts
$5.96M +$1.33M +25,754 +29%
GWM
117
Geneos Wealth Management
Colorado
$5.92M +$3.65M +70,453 +160%
GCWM
118
Guided Capital Wealth Management
Texas
$5.9M +$458K +8,836 +8%
BRWM
119
Blue Rock Wealth Management
North Carolina
$5.9M +$5.9M +113,899 New
CAL
120
Capital Analysts LLC
Pennsylvania
$5.85M -$35.8K -691 -0.6%
William Blair & Company
121
William Blair & Company
Illinois
$5.75M +$1.57M +30,289 +38%
NWWA
122
New Wave Wealth Advisors
Arkansas
$5.59M +$1.92M +37,071 +52%
DIM
123
Delta Investment Management
California
$5.52M +$138K +2,670 +3%
FFA
124
Farther Finance Advisors
California
$5.48M +$4.91M +95,040 +855%
KF
125
Krilogy Financial
Missouri
$5.41M +$73.3K +1,416 +1%
3 4
5
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