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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
KWM
301
KFG Wealth Management
Indiana
$1.63M +$536K +9,617 +44%
TAM
302
Tucker Asset Management
Colorado
$1.63M +$75K +1,346 +4%
SSWM
303
Sheets Smith Wealth Management
North Carolina
$1.63M +$642K +11,521 +58%
WE
304
Wealth Effects
Massachusetts
$1.62M -$443K -7,955 -20%
OPWM
305
Oxinas Partners Wealth Management
Indiana
$1.61M +$37.5K +673 +2%
CA
306
Continuum Advisory
Idaho
$1.61M +$493K +8,848 +40%
EFMC
307
Empire Financial Management Company
New York
$1.6M +$65.6K +1,177 +4%
JFG
308
Jefferies Financial Group
New York
$1.57M +$173K +3,098 +11%
MFG
309
Merit Financial Group
Georgia
$1.55M -$26.7K -480 -2%
IA
310
IFG Advisory
Georgia
$1.53M +$20.3K +364 +1%
MHS
311
M Holdings Securities
Oregon
$1.53M +$356K +6,390 +28%
AWE
312
Avidian Wealth Enterprises
Texas
$1.52M +$530K +9,511 +48%
DWM
313
Drive Wealth Management
Utah
$1.52M +$216K +3,881 +15%
MP
314
McDonald Partners
Ohio
$1.5M +$506K +9,076 +46%
US Bancorp
315
US Bancorp
Minnesota
$1.47M +$166K +2,978 +12%
EFS
316
Econ Financial Services
Pennsylvania
$1.47M +$778K +13,968 +96%
HTC
317
Haverford Trust Company
Pennsylvania
$1.47M +$1.58M +28,454 New
SNB
318
Security National Bank
Nebraska
$1.47M +$1.26M +22,559 +383%
CWS
319
Confluence Wealth Services
Pennsylvania
$1.47M +$545K +9,790 +49%
VAM
320
Verity Asset Management
North Carolina
$1.47M -$367K -6,589 -19%
HA
321
Herold Advisors
New York
$1.47M +$208K +3,737 +15%
RFA
322
Resurgent Financial Advisors
Georgia
$1.45M -$13.8K -248 -0.9%
Lido Advisors
323
Lido Advisors
California
$1.45M +$249K +4,462 +19%
CPC
324
Consolidated Planning Corp
Georgia
$1.44M -$23.8K -427 -2%
DWP
325
Daymark Wealth Partners
Ohio
$1.44M +$108K +1,930 +7%