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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.

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
1
Morgan Stanley
New York
$1.01B
2
LPL Financial
2
LPL Financial
California
$562M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.15B
4
AF
4
Allworth Financial
California
$93.7M
5
Bank of America
5
Bank of America
North Carolina
$497M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$54.1M
2
Jane Street
2
Jane Street
New York
$0
3
MW
3
Marks Wealth
Maryland
$1.29M
4
WA
4
Whipplewood Advisors
Colorado
$2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$30.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.15B 22,135,873 +1,879,853 +9%
Morgan Stanley
2
Morgan Stanley
New York
$1.01B 19,517,902 +2,871,805 +17%
LPL Financial
3
LPL Financial
California
$562M 10,851,065 +1,936,707 +22%
Bank of America
4
Bank of America
North Carolina
$497M 9,603,531 +1,693,493 +21%
Wells Fargo
5
Wells Fargo
California
$352M 6,798,780 +1,103,075 +19%
Raymond James Financial
6
Raymond James Financial
Florida
$198M 3,818,537 +720,369 +23%
UBS Group
7
UBS Group
Switzerland
$190M 3,669,846 -29,805 -0.8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$175M 3,382,816 +141,724 +4%
Osaic Holdings
9
Osaic Holdings
Arizona
$169M 3,259,412 +553,733 +20%
Ameriprise
10
Ameriprise
Minnesota
$165M 3,196,909 +1,178,637 +58%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$160M 3,080,536 +66,929 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$142M 2,743,400 +667,648 +32%
RIG
13
RiverFront Investment Group
Virginia
$131M 2,530,980 +58,934 +2%
AF
14
Allworth Financial
California
$93.7M 1,851,606 +1,849,241 +78,192%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$82.1M 1,586,218 +80,656 +5%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$62.6M 1,209,337 +150,128 +14%
RCM
17
Requisite Capital Management
Texas
$60M 1,158,366 +76,455 +7%
MML Investors Services
18
MML Investors Services
Massachusetts
$57.9M 1,119,113 +99,243 +10%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$56.2M 1,084,435 +110,191 +11%
PAG
20
Private Advisor Group
New Jersey
$54.1M 1,045,756 -831,270 -44%
AWM
21
Apollon Wealth Management
South Carolina
$52.5M 1,013,022 +430,151 +74%
AAS
22
Avantax Advisory Services
Texas
$50.2M 969,244 +825,516 +574%
HCM
23
Hilton Capital Management
New York
$48.5M 936,210 +9,523 +1%
CAI
24
Capital Advisors Inc
Oklahoma
$48.4M 935,386 +62,399 +7%
Stifel Financial
25
Stifel Financial
Missouri
$47.9M 925,047 +128,677 +16%
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