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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
CAL
126
Capital Analysts LLC
Pennsylvania
$6.35M +$195K +3,786 +3%
TFS
127
Thoroughbred Financial Services
Tennessee
$6.28M +$1.57M +30,423 +36%
BCM
128
Beck Capital Management
Texas
$6.24M -$966K -18,745 -14%
GCWM
129
Guided Capital Wealth Management
Texas
$6.16M -$37.5K -727 -0.6%
FFA
130
Farther Finance Advisors
California
$6.11M +$320K +6,214 +6%
KIG
131
Kennedy Investment Group
New Jersey
$5.97M +$651K +12,631 +13%
IWC
132
Integrated Wealth Concepts
Massachusetts
$5.96M -$286K -5,553 -5%
FCMA
133
Foresight Capital Management Advisors
Michigan
$5.86M +$520K +10,084 +10%
EBWM
134
Eagle Bluffs Wealth Management
Missouri
$5.85M +$164K +3,172 +3%
MFG
135
MTM Financial Group
Pennsylvania
$5.8M +$5.49M +106,595 New
GSIAS
136
Garden State Investment Advisory Services
New Jersey
$5.69M +$70.2K +1,361 +1%
William Blair & Company
137
William Blair & Company
Illinois
$5.68M -$338K -6,550 -6%
DIM
138
Delta Investment Management
California
$5.59M -$201K -3,892 -4%
MAM
139
Milestone Asset Management
Pennsylvania
$5.5M +$569K +11,039 +12%
BPA
140
Beacon Pointe Advisors
California
$5.41M +$876K +16,992 +21%
BAM
141
Belpointe Asset Management
Nevada
$5.36M +$774K +15,023 +18%
2WWM
142
21 West Wealth Management
California
$5.32M +$5.04M +97,766 New
PFGIA
143
Patriot Financial Group Insurance Agency
Massachusetts
$5.32M -$322K -6,249 -6%
CF
144
Centaurus Financial
California
$5.15M +$687K +13,327 +16%
TLP
145
Trinity Legacy Partners
Texas
$5.13M +$228K +4,419 +5%
IFPG
146
Intrepid Financial Planning Group
Indiana
$5.11M +$427K +8,279 +10%
KF
147
Krilogy Financial
Missouri
$5.08M -$572K -11,096 -11%
BCM
148
Brookstone Capital Management
Illinois
$5.01M +$168K +3,260 +4%
SWM
149
StoneCrest Wealth Management
Arizona
$4.98M +$141K +2,737 +3%
EA
150
Ergawealth Advisors
Illinois
$4.98M +$346K +6,710 +8%

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.