JEPQ icon

JPMorgan Nasdaq Equity Premium Income ETF

934 hedge funds and large institutions have $10.2B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 456 increasing their positions, 227 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
934
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$105M
Puts
$47.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
101
Members Advisory Group
New York
$8.31M
CCA
102
Childress Capital Advisors
Texas
$8.3M
CFG
103
Carr Financial Group
Massachusetts
$8.17M
SFP
104
Sandbox Financial Partners
Maryland
$8.13M
KIG
105
Kennedy Investment Group
New Jersey
$8.09M
ARG
106
Advisory Resource Group
Oklahoma
$8.03M
SWM
107
SHP Wealth Management
Massachusetts
$8.02M
LFG
108
Larson Financial Group
Missouri
$7.99M
SSWM
109
Sheets Smith Wealth Management
North Carolina
$7.95M
IWA
110
IVC Wealth Advisors
Pennsylvania
$7.83M
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$7.55M
NWWA
112
New Wave Wealth Advisors
Arkansas
$7.48M
Creative Planning
113
Creative Planning
Kansas
$7.42M
MBTD
114
Mechanics Bank - Trust Department
California
$7.35M
SWP
115
Stratos Wealth Partners
Ohio
$7.3M
TFS
116
Thoroughbred Financial Services
Tennessee
$7.27M
NEPWA
117
New England Private Wealth Advisors
Massachusetts
$7.24M
SAM
118
Smartleaf Asset Management
Massachusetts
$7.12M
IP
119
Indivisible Partners
Florida
$7.11M
BPA
120
Beacon Pointe Advisors
California
$7.06M
MAM
121
Milestone Asset Management
Pennsylvania
$7.05M
NFSG
122
Newbridge Financial Services Group
Florida
$6.97M
FWM
123
Forefront Wealth Management
Pennsylvania
$6.86M
BCM
124
Beck Capital Management
Texas
$6.79M
GSIAS
125
Garden State Investment Advisory Services
New Jersey
$6.78M