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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
JP Morgan Chase
1
JP Morgan Chase
New York
$1.59B +$362M +7,027,261 +32%
Morgan Stanley
2
Morgan Stanley
New York
$1.08B +$18.2M +353,695 +2%
LPL Financial
3
LPL Financial
California
$713M +$116M +2,258,381 +21%
Bank of America
4
Bank of America
North Carolina
$606M +$79M +1,533,280 +16%
Wells Fargo
5
Wells Fargo
California
$412M +$39.7M +771,113 +11%
Raymond James Financial
6
Raymond James Financial
Florida
$213M +$4.9M +94,985 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$208M +$37.9M +735,924 +24%
UBS Group
8
UBS Group
Switzerland
$205M +$5.02M +97,449 +3%
Ameriprise
9
Ameriprise
Minnesota
$201M +$25.6M +496,258 +16%
Osaic Holdings
10
Osaic Holdings
Arizona
$195M +$17M +329,963 +10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$191M +$6.35M +123,259 +4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$156M +$5.97M +115,912 +4%
RIG
13
RiverFront Investment Group
Virginia
$140M +$2.29M +44,331 +2%
AF
14
Allworth Financial
California
$105M +$4.15M +80,560 +4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$91.9M +$5.32M +103,290 +7%
Stifel Financial
16
Stifel Financial
Missouri
$70.8M +$19.4M +375,740 +41%
MML Investors Services
17
MML Investors Services
Massachusetts
$66.5M +$5.28M +102,489 +9%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$65.1M -$407K -7,902 -0.7%
HCM
19
Hilton Capital Management
New York
$62.2M +$10.7M +207,801 +22%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$60.2M +$1.18M +22,906 +2%
AAS
21
Avantax Advisory Services
Texas
$56M +$3.1M +60,193 +6%
PAG
22
Private Advisor Group
New Jersey
$52.4M -$4.22M -81,852 -8%
KAS
23
Kestra Advisory Services
Texas
$52.4M +$6.19M +120,073 +14%
CAI
24
Capital Advisors Inc
Oklahoma
$52.1M +$1.11M +21,462 +2%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$49.1M +$22.2M +430,970 +91%

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.