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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.

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

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$54.1M
2
Jane Street
Jane Street
New York
$0
3
MW
Marks Wealth
Maryland
$1.29M
4
WA
Whipplewood Advisors
Colorado
$2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNWAG
151
High Net Worth Advisory Group
Florida
$4.5M -$252K -4,875 -5%
KCPT
152
Kingstone Capital Partners Texas
Texas
$4.46M +$4.46M +86,163 New
LSPW
153
Lake Street Private Wealth
Illinois
$4.44M +$196K +3,791 +5%
IFPG
154
Intrepid Financial Planning Group
Indiana
$4.43M +$401K +7,737 +10%
TFS
155
Thoroughbred Financial Services
Tennessee
$4.41M +$101K +1,946 +2%
EA
156
Ergawealth Advisors
Illinois
$4.39M +$630K +12,173 +17%
BAM
157
Belpointe Asset Management
Nevada
$4.33M +$1.73M +33,391 +67%
BPA
158
Beacon Pointe Advisors
California
$4.27M +$1.48M +28,614 +53%
CF
159
Centaurus Financial
California
$4.21M +$314K +6,071 +8%
Envestnet Portfolio Solutions
160
Envestnet Portfolio Solutions
Illinois
$4.2M -$79.7K -1,539 -2%
FWM
161
Forefront Wealth Management
Pennsylvania
$4.18M +$334K +6,457 +9%
LFG
162
Larson Financial Group
Missouri
$4.11M +$1.01M +19,457 +32%
ARG
163
Advisory Resource Group
Oklahoma
$4.08M +$306K +5,914 +8%
RFMS
164
RWQ Financial Management Services
Florida
$4.07M -$1.68M -32,537 -29%
MAG
165
Mayfair Advisory Group
Alabama
$4.05M +$1.19M +22,941 +41%
UIA
166
Ulland Investment Advisors
Minnesota
$3.95M +$3.89M +75,077 +6,225%
TW
167
Trajan Wealth
Arizona
$3.84M +$3.84M +74,194 New
CWA
168
Cascade Wealth Advisors
Washington
$3.83M -$490K -9,800 -11%
BEI
169
Benjamin Edwards Inc
Missouri
$3.71M +$502K +9,698 +16%
WAOI
170
Wealth Advisors of Iowa
Iowa
$3.69M -$3.41M -65,862 -48%
CIAS
171
Capital Investment Advisory Services
North Carolina
$3.65M +$1.11M +21,527 +44%
MFG
172
Magnus Financial Group
New York
$3.64M +$685K +13,221 +23%
SWM
173
Spire Wealth Management
Virginia
$3.61M +$623K +12,037 +21%
SOS
174
Silver Oak Securities
Tennessee
$3.61M +$257K +4,958 +8%
SPC
175
Sigma Planning Corp
Michigan
$3.59M +$596K +11,504 +20%
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