JEPQ icon

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 %
MCC
201
Money Concepts Capital
Florida
$3.03M +$153K +2,961 +5%
OWA
202
ORBA Wealth Advisors
Illinois
$2.97M +$298K +5,759 +11%
AWA
203
Arkadios Wealth Advisors
Georgia
$2.97M +$419K +8,086 +16%
OBWG
204
Onyx Bridge Wealth Group
New York
$2.94M +$141K +2,717 +5%
TPW
205
Turn8 Private Wealth
$2.93M +$2.93M +56,500 New
HI
206
Harbour Investments
Wisconsin
$2.88M +$133K +2,565 +5%
CWMGO
207
Capstone Wealth Management Group (Oregon)
Oregon
$2.86M -$42K -811 -1%
SWM
208
SeaCrest Wealth Management
New York
$2.85M -$33.2K -641 -1%
DADC
209
D.A. Davidson & Co
Montana
$2.84M +$908K +17,532 +47%
MA
210
Mutual Advisors
Nebraska
$2.84M +$853K +16,705 +43%
PA
211
PFG Advisors
Arizona
$2.83M +$924K +17,842 +48%
PIA
212
Perennial Investment Advisors
California
$2.79M +$13.8K +266 +0.5%
JSL
213
JT Stratford LLC
Georgia
$2.79M +$218K +4,205 +8%
CB
214
Cadence Bank
Mississippi
$2.78M +$973K +18,790 +54%
FWM
215
Foguth Wealth Management
Michigan
$2.73M +$1.05M +20,229 +62%
AWM
216
AE Wealth Management
Kansas
$2.73M -$30.2K -584 -1%
Thrivent Financial for Lutherans
217
Thrivent Financial for Lutherans
Minnesota
$2.73M -$210K -3,709 -7%
SAW
218
Signal Advisors Wealth
Michigan
$2.72M +$2.26M +43,695 +498%
MPW
219
Monterey Private Wealth
California
$2.7M +$668K +12,904 +33%
MW
220
Maia Wealth
Colorado
$2.67M -$958K -19,180 -26%
PA
221
Pinnacle Associates
New York
$2.67M +$1.49M +28,780 +126%
CPIG
222
Chicago Partners Investment Group
Illinois
$2.65M +$2.65M +51,498 New
WI
223
WBI Investments
New Jersey
$2.65M -$187K -3,617 -7%
PFG
224
Prosperity Financial Group
California
$2.65M +$153K +2,950 +6%
PWM
225
Purus Wealth Management
California
$2.64M -$34.9K -674 -1%
7 8
9
10 11