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JPMorgan Nasdaq Equity Premium Income ETF

770 hedge funds and large institutions have $7.82B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 440 increasing their positions, 164 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
770
Holders Change
+25
Holders Change %
+3.36%
% of All Funds
10.46%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.65%
New
100
Increased
440
Reduced
164
Closed
59
Calls
$35.1M
Puts
$34.1M
Net Calls
+$963K
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Shares
Change %
IP
276
Integras Partners
Georgia
$1.88M +$184K +3,544 +11%
BIP
277
Blue Investment Partners
California
$1.88M +$45.7K +883 +2%
CWA
278
Clarity Wealth Advisors
California
$1.82M +$59.5K +1,149 +3%
CIA
279
Capital Investment Advisors
Georgia
$1.82M +$143K +2,762 +9%
PPWM
280
Perissos Private Wealth Management
Oklahoma
$1.81M +$71.7K +1,384 +4%
FHC
281
First Heartland Consultants
Missouri
$1.81M +$233K +4,507 +15%
BIP
282
Bouvel Investment Partners
Pennsylvania
$1.78M -$1.4M -25,445 -44%
IPA
283
Investment Planning Advisors
Georgia
$1.78M +$12.4K +239 +0.7%
EWA
284
EP Wealth Advisors
California
$1.77M +$384K +7,411 +28%
GCP
285
Gill Capital Partners
Colorado
$1.76M -$62.7K -1,211 -3%
NW
286
NewEdge Wealth
Pennsylvania
$1.75M -$2.55M -49,298 -59%
SRA
287
Secured Retirement Advisors
Minnesota
$1.74M -$348K -6,726 -17%
OL
288
Owen LaRue
Kentucky
$1.7M +$175K +3,386 +12%
SWA
289
Stratos Wealth Advisors
Ohio
$1.69M -$446K -8,609 -21%
FA
290
Fiduciary Alliance
South Carolina
$1.67M +$287K +5,542 +21%
SS
291
Sunbelt Securities
Texas
$1.67M +$356K +6,870 +27%
MSWA
292
Marshall & Sterling Wealth Advisors
New York
$1.67M +$20.9K +403 +1%
CWM
293
Congress Wealth Management
Massachusetts
$1.66M +$1.66M +31,539 New
MFG
294
MidWestOne Financial Group
Iowa
$1.65M +$1.65M +31,840 New
SCM
295
Saxony Capital Management
Missouri
$1.64M +$970K +18,741 +145%
KWM
296
KFG Wealth Management
Indiana
$1.63M +$498K +9,617 +44%
SSWM
297
Sheets Smith Wealth Management
North Carolina
$1.63M +$597K +11,521 +58%
WE
298
Wealth Effects
Massachusetts
$1.62M -$412K -7,955 -20%
OPWM
299
Oxinas Partners Wealth Management
Indiana
$1.61M +$34.8K +673 +2%
CA
300
Continuum Advisory
Idaho
$1.61M +$458K +8,848 +40%