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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
IAS
301
Insigneo Advisory Services
Florida
$2.16M
SNB
302
Security National Bank
Nebraska
$2.13M
HG
303
Herbst Group
Connecticut
$2.13M
QCM
304
Quantinno Capital Management
New York
$2.13M
MA
305
Modus Advisors
Minnesota
$2.11M
I
306
INVST
Indiana
$2.07M
CA
307
Clearstead Advisors
Ohio
$2.07M
IP
308
Integras Partners
Georgia
$2.06M
TCM
309
Triumph Capital Management
Colorado
$2.06M
SFC
310
Strategic Financial Concepts
Texas
$2.06M
ACMG
311
Anchor Capital Management Group
California
$2.05M
ISFAN
312
Investor's Fiduciary Advisor Network
Washington
$2.01M
GSWM
313
Golden State Wealth Management
California
$2.01M
CSPIA
314
Cary Street Partners Investment Advisory
Virginia
$2.01M
MFGM
315
Marshall Financial Group (Maryland)
Maryland
$2M
JPLA
316
Joseph P. Lucia & Associates
New York
$1.99M
CIA
317
Capital Investment Advisors
Georgia
$1.98M
CRI
318
Colonial River Investments
Virginia
$1.98M
SWP
319
Significant Wealth Partners
Illinois
$1.97M
CWS
320
Confluence Wealth Services
Pennsylvania
$1.94M
US Bancorp
321
US Bancorp
Minnesota
$1.91M
DWM
322
Diversify Wealth Management
Utah
$1.91M
RFA
323
Resurgent Financial Advisors
Georgia
$1.91M
VA
324
VestGen Advisors
Illinois
$1.87M
CCFM
325
Clear Creek Financial Management
Washington
$1.86M