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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
CPIG
226
Chicago Partners Investment Group
Illinois
$2.65M +$2.87M +51,498 New
WI
227
WBI Investments
New Jersey
$2.65M -$201K -3,617 -7%
PFG
228
Prosperity Financial Group
California
$2.65M +$164K +2,950 +6%
PWM
229
Purus Wealth Management
California
$2.64M -$37.5K -674 -1%
CIA
230
Caerus Investment Advisors
Texas
$2.58M -$20.7K -372 -0.7%
FZCM
231
Flynn Zito Capital Management
New York
$2.55M +$444K +7,977 +19%
WWMSC
232
Wagner Wealth Management (South Carolina)
South Carolina
$2.53M +$370K +6,646 +16%
CAM
233
Cresset Asset Management
Illinois
$2.5M +$1.14M +20,518 +74%
4A
234
4Wealth Advisors
Illinois
$2.46M +$195K +3,497 +8%
SLWA
235
San Luis Wealth Advisors
California
$2.44M +$2.63M +47,189 New
GWA
236
GGM Wealth Advisors
Maryland
$2.43M -$348K -6,251 -12%
MBTD
237
Mechanics Bank - Trust Department
California
$2.4M +$406K +7,294 +19%
SFG
238
Socha Financial Group
New York
$2.4M -$2.25M -40,375 -47%
SDH
239
Sloy Dahl & Holst
Washington
$2.39M +$621K +11,141 +32%
HBFP
240
Henderson Brothers Financial Partners
Pennsylvania
$2.38M +$2.28M +40,976 New
TCWM
241
Total Clarity Wealth Management
Illinois
$2.35M
RGF
242
Retirement Guys Formula
Ohio
$2.35M +$2.53M +45,405 New
CF
243
Concorde Financial
Texas
$2.33M +$69.7K +1,251 +3%
PWMAG
244
Pinnacle Wealth Management Advisory Group
New Jersey
$2.33M +$1.37M +24,520 +120%
GFG
245
Goldstone Financial Group
Illinois
$2.32M -$275K -4,930 -10%
PAG
246
Paladin Advisory Group
Iowa
$2.31M -$212K -3,802 -8%
TCA
247
Transcend Capital Advisors
New Jersey
$2.28M +$626K +11,246 +34%
SFS
248
Sowell Financial Services
Arkansas
$2.28M -$59.4K -1,067 -2%
ZI
249
ZEGA Investments
Florida
$2.25M +$2.42M +43,414 New
EWA
250
Evolution Wealth Advisors
Florida
$2.22M +$583K +10,459 +32%