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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
Lido Advisors
326
Lido Advisors
California
$1.86M
CG
327
Caprock Group
Idaho
$1.85M
SLWA
328
San Luis Wealth Advisors
California
$1.84M
NWA
329
Navis Wealth Advisors
New York
$1.83M
DWML
330
Decker Wealth Management LLC
Tennessee
$1.82M
CL
331
CPWA LLC
Oregon
$1.81M
HT
332
Headlands Technologies
Illinois
$1.81M
FH
333
FWG Holdings
Florida
$1.8M
CD
334
Chapin Davis
Maryland
$1.78M
FGG
335
Financial Guidance Group
Florida
$1.76M
MP
336
McDonald Partners
Ohio
$1.75M
WE
337
Wealth Effects
Massachusetts
$1.75M
CW
338
CreativeOne Wealth
Kansas
$1.72M
SCA
339
Snowden Capital Advisors
New York
$1.71M
LA
340
LexAurum Advisors
Kansas
$1.7M
PFPG
341
Pinnacle Financial Partners (Georgia)
Georgia
$1.7M
VT
342
Vise Technologies
New York
$1.69M
SFS
343
Sowell Financial Services
Arkansas
$1.68M
HTC
344
Haverford Trust Company
Pennsylvania
$1.68M
BAM
345
Bellevue Asset Management
Washington
$1.65M
EWA
346
Evolution Wealth Advisors
Florida
$1.65M
Mercer Global Advisors
347
Mercer Global Advisors
Colorado
$1.64M
AA
348
Advisory Advocates
Michigan
$1.64M
PFG
349
Putney Financial Group
California
$1.63M
EWA
350
EP Wealth Advisors
California
$1.62M