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JPMorgan Nasdaq Equity Premium Income ETF

783 hedge funds and large institutions have $7.87B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 445 increasing their positions, 167 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 167

70% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 60

4% more funds holding in top 10

Funds holding in top 10: 4749 (+2)

4% more funds holding

Funds holding: 754783 (+29)

3% more call options, than puts

Call options by funds: $35.1M | Put options by funds: $34.1M

1.83% less ownership

Funds ownership: 36.69%34.85% (-1.8%)

10% less capital invested

Capital invested by funds: $8.75B → $7.87B (-$883M)

Holders
783
Holders Change
+29
Holders Change %
+3.85%
% of All Funds
10.5%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
0.66%
New
102
Increased
445
Reduced
167
Closed
60
Calls
$35.1M
Puts
$34.1M
Net Calls
+$963K
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
NI
326
NCP Inc
California
$1.43M +$219K +3,934 +17%
CRI
327
Colonial River Investments
Virginia
$1.43M +$1.54M +27,654 New
ISFAN
328
Investor's Fiduciary Advisor Network
Washington
$1.42M +$149K +2,674 +11%
HNB
329
Huntington National Bank
Ohio
$1.41M
CCA
330
Cora Capital Advisors
New Jersey
$1.41M +$1.08M +19,307 +246%
IA
331
IFP Advisors
Florida
$1.4M -$687K -12,342 -31%
PI
332
PFG Investments
New York
$1.38M +$478K +8,589 +47%
PSIWM
333
Paradigm Strategies in Wealth Management
Minnesota
$1.36M +$468K +8,410 +47%
CWP
334
Concord Wealth Partners
Virginia
$1.36M +$32.1K +576 +2%
IA
335
Inspire Advisors
Idaho
$1.35M +$1.45M +26,045 New
5W
336
5T Wealth
California
$1.35M -$135K -2,419 -9%
IWM
337
IHT Wealth Management
Illinois
$1.33M +$296K +5,309 +26%
SCM
338
Steele Capital Management
Iowa
$1.33M +$236K +4,230 +20%
BFP
339
Beacon Financial Planning
Massachusetts
$1.32M +$577K +10,358 +69%
MW
340
Marks Wealth
Maryland
$1.29M -$27.6M -495,007 -95%
LI
341
LRI Investments
Florida
$1.29M +$106K +1,900 +8%
SCA
342
Snowden Capital Advisors
New York
$1.28M +$508K +9,127 +58%
CD
343
Chapin Davis
Maryland
$1.28M +$355K +6,379 +35%
YWM
344
Yukon Wealth Management
Kansas
$1.28M +$1.37M +24,650 New
SP
345
Sequent Planning
Nebraska
$1.26M -$14.6K -262 -1%
Group One Trading
346
Group One Trading
Illinois
$1.25M +$1.35M +24,223 New
KIA
347
Kraematon Investment Advisors
Massachusetts
$1.25M +$15.4K +276 +1%
ASN
348
Advisory Services Network
Georgia
$1.22M +$484K +8,683 +58%
IAA
349
Ironsides Asset Advisors
North Carolina
$1.22M +$315K +5,656 +32%
KFP
350
KMG Fiduciary Partners
Ohio
$1.22M +$1.31M +23,477 New