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JPMorgan Nasdaq Equity Premium Income ETF

961 hedge funds and large institutions have $10.3B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 489 increasing their positions, 262 reducing their positions, and 64 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:

2% more funds holding in top 10

Funds holding in top 10: 4748 (+1)

1% more capital invested

Capital invested by funds: $10.2B → $10.3B (+$139M)

1.14% less ownership

Funds ownership: 31.63%30.5% (-1.1%)

Holders
961
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
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
Envestnet Portfolio Solutions
276
Envestnet Portfolio Solutions
Illinois
$2.54M
WA
277
Whipplewood Advisors
Colorado
$2.51M
BFP
278
Beacon Financial Planning
Massachusetts
$2.49M
FPGK
279
Financial Partners Group (Kansas)
Kansas
$2.49M
CGA
280
Crescent Grove Advisors
Illinois
$2.47M
PP
281
PDS Planning
Ohio
$2.46M
Koshinski Asset Management
282
Koshinski Asset Management
Illinois
$2.45M
LFS
283
Littlejohn Financial Services
Oregon
$2.44M
GCP
284
Gill Capital Partners
Colorado
$2.42M
TA
285
TrueWealth Advisors
Alabama
$2.42M
HA
286
Herold Advisors
New York
$2.42M
DOA
287
D'Orazio & Associates
Virginia
$2.41M
ASN
288
Advisory Services Network
Georgia
$2.39M
AT
289
American Trust
Kentucky
$2.37M
FA
290
Fiduciary Alliance
South Carolina
$2.36M
AAS
291
Ameritas Advisory Services
Nebraska
$2.36M
SCA
292
Sulzberger Capital Advisors
Florida
$2.36M
DWM
293
Drive Wealth Management
Utah
$2.35M
JSAM
294
J. Safra Asset Management
New York
$2.32M
OC
295
Oppenheimer & Co
New York
$2.32M
LAM
296
Lifestyle Asset Management
Texas
$2.26M
IPS
297
Investors Portfolio Services
Washington
$2.21M
KFP
298
KMG Fiduciary Partners
Ohio
$2.21M
SF
299
Slagle Financial
Illinois
$2.19M
SWIM
300
Smallwood Wealth Investment Management
New Jersey
$2.17M