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JPMorgan Nasdaq Equity Premium Income ETF

948 hedge funds and large institutions have $10.2B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 482 increasing their positions, 260 reducing their positions, and 63 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:

1% more capital invested

Capital invested by funds: $10.2B → $10.2B (+$71.7M)

1.26% less ownership

Funds ownership: 31.61%30.35% (-1.3%)

2% less funds holding in top 10

Funds holding in top 10: 4645 (-1)

Holders
948
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
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
CA
301
Clearstead Advisors
Ohio
$2.07M
IP
302
Integras Partners
Georgia
$2.06M
TCM
303
Triumph Capital Management
Colorado
$2.06M
SFC
304
Strategic Financial Concepts
Texas
$2.06M
ACMG
305
Anchor Capital Management Group
California
$2.05M
ISFAN
306
Investor's Fiduciary Advisor Network
Washington
$2.01M
GSWM
307
Golden State Wealth Management
California
$2.01M
CSPIA
308
Cary Street Partners Investment Advisory
Virginia
$2.01M
MFGM
309
Marshall Financial Group (Maryland)
Maryland
$2M
JPLA
310
Joseph P. Lucia & Associates
New York
$1.99M
CIA
311
Capital Investment Advisors
Georgia
$1.98M
CRI
312
Colonial River Investments
Virginia
$1.98M
SWP
313
Significant Wealth Partners
Illinois
$1.97M
CWS
314
Confluence Wealth Services
Pennsylvania
$1.94M
US Bancorp
315
US Bancorp
Minnesota
$1.91M
DWM
316
Diversify Wealth Management
Utah
$1.91M
RFA
317
Resurgent Financial Advisors
Georgia
$1.91M
VA
318
VestGen Advisors
Illinois
$1.87M
CCFM
319
Clear Creek Financial Management
Washington
$1.86M
Lido Advisors
320
Lido Advisors
California
$1.86M
CG
321
Caprock Group
Idaho
$1.85M
SLWA
322
San Luis Wealth Advisors
California
$1.84M
NWA
323
Navis Wealth Advisors
New York
$1.83M
DWML
324
Decker Wealth Management LLC
Tennessee
$1.82M
CL
325
CPWA LLC
Oregon
$1.81M