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JPMorgan Nasdaq Equity Premium Income ETF

786 hedge funds and large institutions have $9.07B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 409 increasing their positions, 207 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+16
Holders Change %
+2.08%
% of All Funds
10.54%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.56%
New
103
Increased
409
Reduced
207
Closed
68
Calls
$73M
Puts
$35.6M
Net Calls
+$37.4M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CWS
301
Confluence Wealth Services
Pennsylvania
$1.7M +$84.9K +1,560 +5%
OPWM
302
Oxinas Partners Wealth Management
Indiana
$1.69M -$707 -13 -0%
OWA
303
ORBA Wealth Advisors
Illinois
$1.68M -$1.44M -26,457 -46%
EFMC
304
Empire Financial Management Company
New York
$1.68M
WE
305
Wealth Effects
Massachusetts
$1.67M -$35.2K -647 -2%
IWM
306
IHT Wealth Management
Illinois
$1.67M +$267K +4,902 +19%
SCA
307
Sulzberger Capital Advisors
Florida
$1.66M -$523K -9,621 -24%
CA
308
Continuum Advisory
Idaho
$1.65M -$36.5K -671 -2%
CD
309
Chapin Davis
Maryland
$1.64M +$299K +5,500 +22%
IA
310
IFG Advisory
Georgia
$1.62M +$9.79K +180 +0.6%
SWA
311
Stratos Wealth Advisors
Ohio
$1.61M -$162K -2,969 -9%
MSWA
312
Marshall & Sterling Wealth Advisors
New York
$1.6M -$144K -2,644 -8%
CCA
313
Cora Capital Advisors
New Jersey
$1.6M +$119K +2,180 +8%
IFWM
314
Institute for Wealth Management
Colorado
$1.6M +$1.02M +18,826 +179%
MP
315
McDonald Partners
Ohio
$1.59M +$13.5K +248 +0.9%
HTC
316
Haverford Trust Company
Pennsylvania
$1.55M
KFP
317
KMG Fiduciary Partners
Ohio
$1.54M +$267K +4,909 +21%
FIA
318
FNY Investment Advisers
New York
$1.54M +$522K +9,600 +51%
CPC
319
Consolidated Planning Corp
Georgia
$1.53M +$18.6K +342 +1%
SG
320
StoneX Group
New York
$1.52M +$276K +5,079 +22%
EWA
321
Evolution Wealth Advisors
Florida
$1.52M -$809K -14,869 -35%
LI
322
LRI Investments
Florida
$1.52M +$163K +3,000 +12%
FWP
323
FAS Wealth Partners
Kansas
$1.52M +$1.52M +27,885 New
SIAG
324
Safeguard Investment Advisory Group
California
$1.5M +$1.1M +20,145 +274%
SS
325
Sunbelt Securities
Texas
$1.48M -$342K -6,070 -19%