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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
PS
101
Principal Securities
Iowa
$8.31M +$2.15M +41,715 +38%
Comerica Bank
102
Comerica Bank
Texas
$8.29M +$1.35M +26,137 +21%
AWMG
103
ADG Wealth Management Group
Louisiana
$8.28M +$918K +17,817 +13%
CCA
104
Childress Capital Advisors
Texas
$8.03M -$1.64M -31,844 -18%
WMA
105
West Michigan Advisors
Michigan
$7.86M +$434K +8,425 +6%
LFG
106
Larson Financial Group
Missouri
$7.84M +$3.33M +64,615 +81%
BWP
107
Bernardo Wealth Planning
Pennsylvania
$7.8M +$392K +7,602 +6%
MAM
108
Morse Asset Management
Connecticut
$7.8M +$2.27M +44,078 +44%
PWP
109
Principle Wealth Partners
Connecticut
$7.73M +$1.26M +24,515 +21%
SFP
110
Sandbox Financial Partners
Maryland
$7.59M +$364K +7,063 +5%
NWWA
111
New Wave Wealth Advisors
Arkansas
$7.34M +$1.39M +26,985 +25%
SWP
112
Stratos Wealth Partners
Ohio
$7.27M +$583K +11,314 +9%
HWAM
113
Hennion & Walsh Asset Management
New Jersey
$7.16M +$554K +10,754 +9%
NEPWA
114
New England Private Wealth Advisors
Massachusetts
$7.12M +$215K +4,167 +3%
NFSG
115
Newbridge Financial Services Group
Florida
$7.08M -$1.22M -23,649 -15%
DAS
116
Dynamic Advisor Solutions
Arizona
$7.06M -$229K -4,436 -3%
GIA
117
Gladstone Institutional Advisory
Florida
$6.97M +$5.59M +108,532 +556%
AIA
118
Armor Investment Advisors
North Carolina
$6.96M -$187K -3,634 -3%
FFWA
119
FRG Family Wealth Advisors
Washington
$6.81M +$409K +7,933 +7%
ACM
120
AlphaStar Capital Management
North Carolina
$6.75M +$6.16M +119,552 +2,614%
MAG
121
Members Advisory Group
New York
$6.63M +$206K +3,997 +3%
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$6.55M +$835K +16,194 +16%
CFG
123
Carr Financial Group
Massachusetts
$6.51M -$584K -11,339 -9%
IWA
124
IVC Wealth Advisors
Pennsylvania
$6.43M +$900K +17,469 +17%
FWM
125
Forefront Wealth Management
Pennsylvania
$6.4M +$1.91M +36,987 +46%

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.