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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
AWM
176
Axxcess Wealth Management
California
$4.1M +$674K +13,084 +21%
DADC
177
D.A. Davidson & Co
Montana
$4.06M +$1.02M +19,750 +36%
AssetMark Inc
178
AssetMark Inc
California
$4.02M +$653K +12,665 +21%
CIA
179
Concurrent Investment Advisors
Florida
$4.01M +$1.61M +31,238 +74%
SOS
180
Silver Oak Securities
Tennessee
$4.01M +$209K +4,062 +6%
MA
181
Mutual Advisors
Nebraska
$4.01M +$880K +17,075 +31%
GF
182
Gries Financial
Ohio
$4M +$310K +6,005 +9%
NAS
183
NWF Advisory Services
California
$4M -$1.52M -29,427 -29%
AWM
184
Avior Wealth Management
Nebraska
$3.97M +$724K +14,040 +24%
GWM
185
Geneos Wealth Management
Colorado
$3.96M -$2.15M -41,628 -36%
CB
186
Cadence Bank
Mississippi
$3.96M +$984K +19,080 +36%
FHA
187
Flagship Harbor Advisors
Massachusetts
$3.95M +$3.47M +67,305 +1,248%
AWA
188
Arkadios Wealth Advisors
Georgia
$3.95M +$793K +15,386 +27%
RFWA
189
RPg Family Wealth Advisory
Massachusetts
$3.93M +$3.73M +72,316 New
MBTD
190
Mechanics Bank - Trust Department
California
$3.91M +$1.32M +25,528 +55%
TW
191
Trajan Wealth
Arizona
$3.85M -$178K -3,452 -5%
PGAM
192
Princeton Global Asset Management
New Jersey
$3.76M +$94.1K +1,826 +3%
PIWA
193
Prevail Innovative Wealth Advisors
Kansas
$3.74M -$1.4M -27,075 -28%
PA
194
Pinnacle Associates
New York
$3.73M +$875K +16,969 +33%
SWP
195
Semus Wealth Partners
Florida
$3.68M +$138K +2,670 +4%
SSWM
196
Sheets Smith Wealth Management
North Carolina
$3.65M +$1.84M +35,746 +114%
SPC
197
Sigma Planning Corp
Michigan
$3.62M -$143K -2,780 -4%
SW
198
SlateStone Wealth
Florida
$3.62M +$10.3K +199 +0.3%
SWM
199
SeaCrest Wealth Management
New York
$3.57M +$542K +10,518 +19%
SWM
200
Spire Wealth Management
Virginia
$3.56M -$220K -4,266 -6%

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.