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JPMorgan Nasdaq Equity Premium Income ETF

961 hedge funds and large institutions have $10.3B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 490 increasing their positions, 261 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 261

66% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 64

39% more call options, than puts

Call options by funds: $111M | Put options by funds: $80.1M

3% more funds holding

Funds holding: 936961 (+25)

2% more funds holding in top 10

Funds holding in top 10: 4748 (+1)

1% more capital invested

Capital invested by funds: $10.2B → $10.3B (+$139M)

1.14% less ownership

Funds ownership: 31.63%30.5% (-1.1%)

Holders
961
Holders Change
+25
Holders Change %
+2.67%
% of All Funds
11.84%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.59%
New
106
Increased
490
Reduced
261
Closed
64
Calls
$111M
Puts
$80.1M
Net Calls
+$30.9M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.31B +$62.7M +1,083,805 +5%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.22B -$59.8M -1,033,750 -4%
LPL Financial
3
LPL Financial
California
$937M +$115M +1,993,383 +13%
Bank of America
4
Bank of America
North Carolina
$770M +$65.5M +1,132,270 +9%
Wells Fargo
5
Wells Fargo
California
$504M +$51.1M +883,464 +11%
Ameriprise
6
Ameriprise
Minnesota
$273M -$7.15M -123,634 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$256M +$29.9M +517,693 +13%
Raymond James Financial
8
Raymond James Financial
Florida
$237M +$19.4M +336,267 +9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$223M +$35.9M +620,468 +18%
Osaic Holdings
10
Osaic Holdings
Arizona
$207M -$8.13M -140,567 -4%
UBS Group
11
UBS Group
Switzerland
$194M +$3.88M +67,129 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$173M +$14.5M +250,082 +9%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$169M +$11.8M +204,154 +7%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$117M +$25.4M +439,562 +26%
AF
15
Allworth Financial
California
$115M +$1.59M +27,513 +1%
RIG
16
RiverFront Investment Group
Virginia
$113M +$4.65M +80,399 +4%
EH
17
Equitable Holdings
New York
$79M +$13.4M +232,391 +12%
CAI
18
Capital Advisors Inc
Oklahoma
$77.4M +$15.8M +273,153 +24%
Stifel Financial
19
Stifel Financial
Missouri
$72.1M +$1.51M +26,124 +2%
KAS
20
Kestra Advisory Services
Texas
$69.4M +$5.84M +100,914 +9%
MML Investors Services
21
MML Investors Services
Massachusetts
$66M -$9.01M -155,805 -12%
Mariner
22
Mariner
Kansas
$62.4M +$26.7M +461,614 +70%
Two Sigma Investments
23
Two Sigma Investments
New York
$60.4M +$62.5M +1,081,000 +14,039%
AAA
24
Adams Asset Advisors
Texas
$60.4M +$62.9M +1,087,055 New
HCM
25
Hilton Capital Management
New York
$60.3M +$948K +16,385 +2%