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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
HI
201
Harbour Investments
Wisconsin
$3.5M +$451K +8,757 +16%
FA
202
Flagstar Advisors
New York
$3.48M +$237K +4,603 +8%
KCPT
203
Kingstone Capital Partners Texas
Texas
$3.46M -$1.16M -22,468 -26%
PI
204
PFG Investments
New York
$3.39M +$1.84M +35,632 +134%
OBWG
205
Onyx Bridge Wealth Group
New York
$3.39M +$282K +5,473 +10%
HG
206
Herbst Group
Connecticut
$3.38M +$129K +2,495 +4%
DC
207
Davenport & Co
Virginia
$3.31M -$295K -5,716 -9%
WWMSC
208
Wagner Wealth Management (South Carolina)
South Carolina
$3.29M +$600K +11,646 +24%
SMC
209
Smith, Moore & Co
Missouri
$3.2M -$196K -3,811 -6%
HWP
210
Hibernia Wealth Partners
Louisiana
$3.17M +$2.16M +41,889 +256%
MW
211
Maia Wealth
Colorado
$3.17M +$240K +4,660 +9%
OC
212
Oppenheimer & Co
New York
$3.16M -$101K -1,964 -3%
PIA
213
Perennial Investment Advisors
California
$3.12M +$177K +3,443 +6%
TSWM
214
Tyler-Stone Wealth Management
Ohio
$3.1M -$288K -5,585 -9%
S
215
Sunpointe
Missouri
$3.08M +$767K +14,880 +36%
TPW
216
Turn8 Private Wealth
$3.07M
JSL
217
JT Stratford LLC
Georgia
$3.07M +$133K +2,582 +5%
PWMAG
218
Pinnacle Wealth Management Advisory Group
New Jersey
$3.06M +$579K +11,229 +25%
HAS
219
HBW Advisory Services
California
$3.05M -$158K -3,065 -5%
CGA
220
Crescent Grove Advisors
Illinois
$2.99M +$752K +14,585 +36%
PFG
221
Prosperity Financial Group
California
$2.97M +$178K +3,461 +7%
FZCM
222
Flynn Zito Capital Management
New York
$2.93M +$237K +4,602 +9%
RGF
223
Retirement Guys Formula
Ohio
$2.9M +$407K +7,904 +17%
MCC
224
Money Concepts Capital
Florida
$2.86M -$303K -5,884 -10%
MHS
225
M Holdings Securities
Oregon
$2.82M +$1.15M +22,394 +76%

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.