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JPMorgan Nasdaq Equity Premium Income ETF

786 hedge funds and large institutions have $9.07B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 409 increasing their positions, 207 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+16
Holders Change %
+2.08%
% of All Funds
10.54%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.56%
New
103
Increased
409
Reduced
207
Closed
68
Calls
$73M
Puts
$35.6M
Net Calls
+$37.4M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PD
251
Planning Directions
Pennsylvania
$2.19M +$41.4K +761 +2%
MEAC
252
M.E. Allison & Co
Texas
$2.19M +$1.25M +22,935 +133%
RWPA
253
Richard W. Paul & Associates
Michigan
$2.17M +$133K +2,442 +7%
AWE
254
Avidian Wealth Enterprises
Texas
$2.17M +$568K +10,450 +36%
WA
255
Whipplewood Advisors
Colorado
$2.17M +$2.01M +36,928 +1,285%
BAM
256
Bellevue Asset Management
Washington
$2.15M -$3.54K -65 -0.2%
FA
257
Fiduciary Alliance
South Carolina
$2.13M +$373K +6,862 +21%
CWIG
258
Chung Wu Investment Group
Texas
$2.12M -$118K -2,160 -5%
CWA
259
Clarity Wealth Advisors
California
$2.12M +$203K +3,727 +11%
PAG
260
Paladin Advisory Group
Iowa
$2.11M -$313K -5,746 -13%
AFS
261
Anderson Financial Strategies
Ohio
$2.1M +$11.7K +216 +0.6%
MA
262
Modus Advisors
Minnesota
$2.1M +$67.9K +1,248 +3%
Cerity Partners
263
Cerity Partners
New York
$2.09M +$1.14M +20,946 +120%
GAA
264
Global Assets Advisory
Florida
$2.09M -$2.96M -55,027 -59%
VA
265
VestGen Advisors
Illinois
$2.09M -$176K -3,244 -8%
TCA
266
Transcend Capital Advisors
New Jersey
$2.07M -$327K -6,005 -14%
PPWM
267
Perissos Private Wealth Management
Oklahoma
$2.07M +$168K +3,095 +9%
GRP
268
Global Retirement Partners
California
$2.07M +$2.07M +38,025 New
LFAS
269
Level Four Advisory Services
Texas
$2.05M +$1.27M +23,255 +162%
LA
270
Lifeworks Advisors
Michigan
$2.03M +$1.58M +29,109 +355%
ACMG
271
Anchor Capital Management Group
California
$2.01M
QCM
272
Quantinno Capital Management
New York
$2M +$2M +36,770 New
ACA
273
Aptus Capital Advisors
Alabama
$1.99M -$64.6K -1,188 -3%
MW
274
Marks Wealth
Maryland
$1.97M +$611K +11,238 +45%
JPLA
275
Joseph P. Lucia & Associates
New York
$1.96M -$62.5K -1,148 -3%