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JPMorgan Nasdaq Equity Premium Income ETF

948 hedge funds and large institutions have $10.2B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 482 increasing their positions, 260 reducing their positions, and 63 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:

1% more capital invested

Capital invested by funds: $10.2B → $10.2B (+$71.7M)

1.26% less ownership

Funds ownership: 31.61%30.35% (-1.3%)

2% less funds holding in top 10

Funds holding in top 10: 4645 (-1)

Holders
948
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
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
TGAM
251
TBH Global Asset Management
Tennessee
$2.85M
PPWM
252
Perissos Private Wealth Management
Oklahoma
$2.82M
WWM
253
Western Wealth Management
Colorado
$2.8M
MHS
254
M Holdings Securities
Oregon
$2.77M
PFO
255
PMG Family Office
Texas
$2.76M
NFG
256
Nations Financial Group
Iowa
$2.75M
CWA
257
Clarity Wealth Advisors
California
$2.75M
SWMG
258
Stillwater Wealth Management Group
Florida
$2.73M
PD
259
Planning Directions
Pennsylvania
$2.73M
IAS
260
Investment Advisory Services
Texas
$2.71M
T
261
TrustBank
Illinois
$2.67M
BWA
262
Beam Wealth Advisors
Louisiana
$2.64M
OPWM
263
Oxinas Partners Wealth Management
Indiana
$2.63M
VWA
264
Visionary Wealth Advisors
Illinois
$2.63M
VA
265
Valmark Advisers
Ohio
$2.57M
FIA
266
Foundations Investment Advisors
Arizona
$2.57M
CF
267
Concorde Financial
Texas
$2.55M
GCM
268
Generation Capital Management
New York
$2.54M
GFG
269
Goldstone Financial Group
Illinois
$2.54M
Envestnet Portfolio Solutions
270
Envestnet Portfolio Solutions
Illinois
$2.54M
WA
271
Whipplewood Advisors
Colorado
$2.51M
BFP
272
Beacon Financial Planning
Massachusetts
$2.49M
FPGK
273
Financial Partners Group (Kansas)
Kansas
$2.49M
CGA
274
Crescent Grove Advisors
Illinois
$2.47M
PP
275
PDS Planning
Ohio
$2.46M