We are live on ! Find out more
JEPQ icon

JPMorgan Nasdaq Equity Premium Income ETF

783 hedge funds and large institutions have $7.87B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 445 increasing their positions, 167 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 167

70% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 60

4% more funds holding in top 10

Funds holding in top 10: 4749 (+2)

4% more funds holding

Funds holding: 754783 (+29)

3% more call options, than puts

Call options by funds: $35.1M | Put options by funds: $34.1M

1.83% less ownership

Funds ownership: 36.69%34.85% (-1.8%)

10% less capital invested

Capital invested by funds: $8.75B → $7.87B (-$883M)

Holders
783
Holders Change
+29
Holders Change %
+3.85%
% of All Funds
10.5%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
0.66%
New
102
Increased
445
Reduced
167
Closed
60
Calls
$35.1M
Puts
$34.1M
Net Calls
+$963K
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.15B +$105M +1,879,853 +9%
Morgan Stanley
2
Morgan Stanley
New York
$1.01B +$160M +2,871,805 +17%
LPL Financial
3
LPL Financial
California
$562M +$108M +1,936,707 +22%
Bank of America
4
Bank of America
North Carolina
$497M +$94.3M +1,693,493 +21%
Wells Fargo
5
Wells Fargo
California
$352M +$61.4M +1,103,075 +19%
Raymond James Financial
6
Raymond James Financial
Florida
$198M +$40.1M +720,369 +23%
UBS Group
7
UBS Group
Switzerland
$190M -$1.66M -29,805 -0.8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$175M +$7.89M +141,724 +4%
Osaic Holdings
9
Osaic Holdings
Arizona
$169M +$30.8M +553,733 +20%
Ameriprise
10
Ameriprise
Minnesota
$165M +$65.7M +1,178,637 +58%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$160M +$3.73M +66,929 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$142M +$37.2M +667,648 +32%
RIG
13
RiverFront Investment Group
Virginia
$131M +$3.28M +58,934 +2%
AF
14
Allworth Financial
California
$93.7M +$103M +1,849,241 +78,192%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$82.1M +$4.49M +80,656 +5%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$62.6M +$8.36M +150,128 +14%
RCM
17
Requisite Capital Management
Texas
$60M +$4.26M +76,455 +7%
MML Investors Services
18
MML Investors Services
Massachusetts
$57.9M +$5.53M +99,243 +10%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$56.2M +$6.14M +110,191 +11%
PAG
20
Private Advisor Group
New Jersey
$54.1M -$46.3M -831,270 -44%
AWM
21
Apollon Wealth Management
South Carolina
$52.5M +$24M +430,151 +74%
AAS
22
Avantax Advisory Services
Texas
$50.2M +$46M +825,516 +574%
HCM
23
Hilton Capital Management
New York
$48.5M +$530K +9,523 +1%
CAI
24
Capital Advisors Inc
Oklahoma
$48.4M +$3.48M +62,399 +7%
Stifel Financial
25
Stifel Financial
Missouri
$47.9M +$7.17M +128,677 +16%