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JPMorgan Nasdaq Equity Premium Income ETF

836 hedge funds and large institutions have $9.86B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 402 increasing their positions, 240 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
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
CPC
326
Consolidated Planning Corp
Georgia
$1.61M
CA
327
Continuum Advisory
Idaho
$1.6M
LI
328
LRI Investments
Florida
$1.6M
MP
329
McDonald Partners
Ohio
$1.6M
KA
330
Kovack Advisors
Florida
$1.6M
MC
331
Moors & Cabot
Massachusetts
$1.59M
SWIM
332
Smallwood Wealth Investment Management
New Jersey
$1.59M
SP
333
Sequent Planning
Nebraska
$1.58M
MW
334
Marks Wealth
Maryland
$1.57M
SW
335
Simplicity Wealth
New Jersey
$1.56M
SIAG
336
Safeguard Investment Advisory Group
California
$1.51M
SRA
337
Secured Retirement Advisors
Minnesota
$1.5M
Bank of New York Mellon
338
Bank of New York Mellon
New York
$1.5M
SF
339
Synovus Financial
Georgia
$1.47M
BFP
340
Beacon Financial Planning
Massachusetts
$1.45M
TWM
341
TCFG Wealth Management
California
$1.45M
CIA
342
Caerus Investment Advisors
Texas
$1.43M
KIA
343
Kraematon Investment Advisors
Massachusetts
$1.42M
HWM
344
HB Wealth Management
Georgia
$1.42M
DIM
345
Delta Investment Management
California
$1.42M
SW
346
SteelPeak Wealth
California
$1.4M
BMWM
347
Brown Miller Wealth Management
Virginia
$1.39M
WE
348
Wealth Effects
Massachusetts
$1.39M
EWA
349
Etesian Wealth Advisors
Oregon
$1.38M
HSA
350
HBK Sorce Advisory
Pennsylvania
$1.36M