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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, 489 increasing their positions, 262 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$111M
Puts
$80.1M
Net Calls
Net Calls Change

Top Buyers

1 +$115M
2 +$65.5M
3 +$62.9M
4
Morgan Stanley
Morgan Stanley
New York
+$62.7M
5
Two Sigma Investments
Two Sigma Investments
New York
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SDH
251
Sloy Dahl & Holst
Washington
$2.92M
MT
252
Midwest Trust
Kansas
$2.91M
RMC
253
Ring Mountain Capital
California
$2.86M
4A
254
4Wealth Advisors
Illinois
$2.85M
FZCM
255
Flynn Zito Capital Management
New York
$2.85M
PWM
256
Purus Wealth Management
California
$2.85M
TGAM
257
TBH Global Asset Management
Tennessee
$2.85M
PPWM
258
Perissos Private Wealth Management
Oklahoma
$2.82M
WWM
259
Western Wealth Management
Colorado
$2.8M
MHS
260
M Holdings Securities
Oregon
$2.77M
PFO
261
PMG Family Office
Texas
$2.76M
NFG
262
Nations Financial Group
Iowa
$2.75M
CWA
263
Clarity Wealth Advisors
California
$2.75M
SWMG
264
Stillwater Wealth Management Group
Florida
$2.73M
PD
265
Planning Directions
Pennsylvania
$2.73M
IAS
266
Investment Advisory Services
Texas
$2.71M
T
267
TrustBank
Illinois
$2.67M
BWA
268
Beam Wealth Advisors
Louisiana
$2.64M
OPWM
269
Oxinas Partners Wealth Management
Indiana
$2.63M
VWA
270
Visionary Wealth Advisors
Illinois
$2.63M
VA
271
Valmark Advisers
Ohio
$2.57M
FIA
272
Foundations Investment Advisors
Arizona
$2.57M
CF
273
Concorde Financial
Texas
$2.55M
GCM
274
Generation Capital Management
New York
$2.54M
GFG
275
Goldstone Financial Group
Illinois
$2.54M