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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
RWPA
276
Richard W. Paul & Associates
Michigan
$1.94M +$69.1K +1,240 +3%
MA
277
Modus Advisors
Minnesota
$1.93M +$7.02K +126 +0.3%
JPLA
278
Joseph P. Lucia & Associates
New York
$1.92M +$152K +2,721 +8%
ACMG
279
Anchor Capital Management Group
California
$1.92M
SWMG
280
Stillwater Wealth Management Group
Florida
$1.9M +$299K +5,375 +17%
IP
281
Integras Partners
Georgia
$1.88M +$197K +3,544 +11%
BIP
282
Blue Investment Partners
California
$1.88M +$49.2K +883 +2%
CWA
283
Clarity Wealth Advisors
California
$1.82M +$64K +1,149 +3%
CIA
284
Capital Investment Advisors
Georgia
$1.82M +$154K +2,762 +9%
PPWM
285
Perissos Private Wealth Management
Oklahoma
$1.81M +$77.1K +1,384 +4%
FHC
286
First Heartland Consultants
Missouri
$1.81M +$251K +4,507 +15%
BIP
287
Bouvel Investment Partners
Pennsylvania
$1.78M -$1.42M -25,445 -44%
IPA
288
Investment Planning Advisors
Georgia
$1.78M +$13.3K +239 +0.7%
EWA
289
EP Wealth Advisors
California
$1.77M +$413K +7,411 +28%
GCP
290
Gill Capital Partners
Colorado
$1.76M -$67.5K -1,211 -3%
NW
291
NewEdge Wealth
Pennsylvania
$1.75M -$2.75M -49,298 -59%
SRA
292
Secured Retirement Advisors
Minnesota
$1.74M -$375K -6,726 -17%
OL
293
Owen LaRue
Kentucky
$1.7M +$189K +3,386 +12%
SWA
294
Stratos Wealth Advisors
Ohio
$1.69M -$480K -8,609 -21%
FA
295
Fiduciary Alliance
South Carolina
$1.67M +$309K +5,542 +21%
SS
296
Sunbelt Securities
Texas
$1.67M +$383K +6,870 +27%
MSWA
297
Marshall & Sterling Wealth Advisors
New York
$1.67M +$22.4K +403 +1%
CWM
298
Congress Wealth Management
Massachusetts
$1.66M +$1.76M +31,539 New
MFG
299
MidWestOne Financial Group
Iowa
$1.65M +$1.77M +31,840 New
SCM
300
Saxony Capital Management
Missouri
$1.64M +$1.04M +18,741 +145%