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JPMorgan Nasdaq Equity Premium Income ETF

824 hedge funds and large institutions have $9.71B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 399 increasing their positions, 236 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$116M
Puts
$47.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
326
Sequent Planning
Nebraska
$1.58M
MW
327
Marks Wealth
Maryland
$1.57M
SW
328
Simplicity Wealth
New Jersey
$1.56M
SIAG
329
Safeguard Investment Advisory Group
California
$1.51M
SRA
330
Secured Retirement Advisors
Minnesota
$1.5M
Bank of New York Mellon
331
Bank of New York Mellon
New York
$1.5M
SF
332
Synovus Financial
Georgia
$1.47M
BFP
333
Beacon Financial Planning
Massachusetts
$1.45M
TWM
334
TCFG Wealth Management
California
$1.45M
CIA
335
Caerus Investment Advisors
Texas
$1.43M
KIA
336
Kraematon Investment Advisors
Massachusetts
$1.42M
HWM
337
HB Wealth Management
Georgia
$1.42M
DIM
338
Delta Investment Management
California
$1.42M
SW
339
SteelPeak Wealth
California
$1.4M
BMWM
340
Brown Miller Wealth Management
Virginia
$1.39M
WE
341
Wealth Effects
Massachusetts
$1.39M
EWA
342
Etesian Wealth Advisors
Oregon
$1.38M
HSA
343
HBK Sorce Advisory
Pennsylvania
$1.36M
Mercer Global Advisors
344
Mercer Global Advisors
Colorado
$1.35M
FAM
345
Frontier Asset Management
Wyoming
$1.32M
IAS
346
Insigneo Advisory Services
Florida
$1.32M
SCM
347
Steele Capital Management
Iowa
$1.31M
NCG
348
Newport Capital Group
New Jersey
$1.31M
Goldman Sachs
349
Goldman Sachs
New York
$1.3M
MSWA
350
Marshall & Sterling Wealth Advisors
New York
$1.28M