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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
UIA
151
Ulland Investment Advisors
Minnesota
$4.97M +$778K +15,089 +20%
FWM
152
Foguth Wealth Management
Michigan
$4.96M +$1.98M +38,341 +73%
HSBC Holdings
153
HSBC Holdings
United Kingdom
$4.94M +$4.68M +90,873 New
SAW
154
Signal Advisors Wealth
Michigan
$4.89M +$1.93M +37,402 +71%
IP
155
Ignite Planners
California
$4.87M -$71.3K -1,384 -2%
KWA
156
Kingswood Wealth Advisors
California
$4.81M -$49K -950 -1%
LSPW
157
Lake Street Private Wealth
Illinois
$4.81M +$135K +2,618 +3%
CPIG
158
Chicago Partners Investment Group
Illinois
$4.78M +$1.83M +35,529 +69%
JWCA
159
J.W. Cole Advisors
Florida
$4.74M +$1.06M +20,613 +31%
Creative Planning
160
Creative Planning
Kansas
$4.71M -$882K -17,119 -17%
ARG
161
Advisory Resource Group
Oklahoma
$4.69M +$384K +7,453 +9%
Envestnet Portfolio Solutions
162
Envestnet Portfolio Solutions
Illinois
$4.68M +$251K +4,864 +6%
VWA
163
Visionary Wealth Advisors
Illinois
$4.61M -$801K -15,544 -16%
SSIM
164
Sheets Smith Investment Management
Texas
$4.56M +$4.32M +83,771 New
HNWAG
165
High Net Worth Advisory Group
Florida
$4.54M -$178K -3,451 -4%
SA
166
Sanctuary Advisors
Indiana
$4.53M +$494K +9,589 +13%
BEI
167
Benjamin Edwards Inc
Missouri
$4.46M +$534K +10,353 +14%
WS
168
Wedbush Securities
California
$4.37M -$687K -13,328 -14%
PWM
169
Palacios Wealth Management
Florida
$4.35M -$638K -12,381 -13%
GMFG
170
Greater Midwest Financial Group
Minnesota
$4.34M +$4.11M +79,819 New
IAIM
171
International Assets Investment Management
Florida
$4.32M +$551K +10,687 +16%
GLA
172
Good Life Advisors
Pennsylvania
$4.3M +$917K +17,797 +29%
PAS
173
Park Avenue Securities
New York
$4.29M +$864K +16,768 +27%
CIAS
174
Capital Investment Advisory Services
North Carolina
$4.27M +$408K +7,910 +11%
MAG
175
Mayfair Advisory Group
Alabama
$4.15M -$170K -3,302 -4%

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.