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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
LFS
251
Littlejohn Financial Services
Oregon
$2.22M +$95K +1,705 +4%
NFG
252
Nations Financial Group
Iowa
$2.21M -$211K -3,780 -8%
CIA
253
Concurrent Investment Advisors
Florida
$2.2M +$1.07M +19,270 +83%
DOA
254
D'Orazio & Associates
Virginia
$2.18M +$2.95K +53 +0.1%
WI
255
Westbourne Investments
Virginia
$2.16M -$79.1K -1,420 -3%
S
256
Sunpointe
Missouri
$2.16M +$21.1K +379 +0.9%
VA
257
VestGen Advisors
Illinois
$2.16M +$2.32M +41,639 New
IAS
258
Investment Advisory Services
Texas
$2.13M +$300K +5,386 +15%
CWIG
259
Chung Wu Investment Group
Texas
$2.13M +$15.6K +280 +0.7%
RMC
260
Ring Mountain Capital
California
$2.12M +$517K +9,276 +29%
IF
261
Intrua Financial
Texas
$2.11M +$137K +2,464 +6%
SAM
262
Smartleaf Asset Management
Massachusetts
$2.1M +$431K +7,732 +24%
SWP
263
Summit Wealth Partners
Florida
$2.1M +$170K +3,051 +8%
CGA
264
Crescent Grove Advisors
Illinois
$2.1M -$5.3M -95,197 -70%
SW
265
SteelPeak Wealth
California
$2.09M +$1.24M +22,174 +122%
SCA
266
Sulzberger Capital Advisors
Florida
$2.08M -$1.64M -29,421 -42%
BAM
267
Bellevue Asset Management
Washington
$2.05M -$13.6K -245 -0.6%
PD
268
Planning Directions
Pennsylvania
$2.04M +$352K +6,324 +19%
PP
269
PDS Planning
Ohio
$2.04M +$140K +2,511 +7%
KIM
270
Kane Investment Management
California
$2.03M +$214K +3,848 +11%
NL
271
NWAM LLC
Washington
$2.03M +$127K +2,281 +6%
WA
272
Whipplewood Advisors
Colorado
$2M -$1.92M -34,512 -92%
TA
273
TrueWealth Advisors
Alabama
$1.99M +$114K +2,044 +6%
AFS
274
Anderson Financial Strategies
Ohio
$1.99M +$2.14M +38,446 +961,150%
ACA
275
Aptus Capital Advisors
Alabama
$1.95M +$219K +3,938 +12%