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JPMorgan Nasdaq Equity Premium Income ETF

770 hedge funds and large institutions have $7.82B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 440 increasing their positions, 164 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
770
Holders Change
+25
Holders Change %
+3.36%
% of All Funds
10.46%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.65%
New
100
Increased
440
Reduced
164
Closed
59
Calls
$35.1M
Puts
$34.1M
Net Calls
+$963K
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Shares
Change %
KWS
351
Keystone Wealth Services
California
$1.15M +$22.7K +438 +2%
JIC
352
Johnson Investment Counsel
Ohio
$1.15M -$249K -4,815 -18%
CW
353
CreativeOne Wealth
Kansas
$1.13M -$42.3K -817 -4%
Mercer Global Advisors
354
Mercer Global Advisors
Colorado
$1.12M -$156K -3,004 -12%
Koshinski Asset Management
355
Koshinski Asset Management
Illinois
$1.1M -$24.8K -479 -2%
Brown Advisory
356
Brown Advisory
Maryland
$1.07M +$81.2K +1,568 +8%
MA
357
MBA Advisors
Pennsylvania
$1.07M -$401K -7,736 -27%
BCM
358
Becker Capital Management
Oregon
$1.06M +$1.06M +20,494 New
NCM
359
Novare Capital Management
North Carolina
$1.05M
PA
360
Procyon Advisors
Connecticut
$1.04M
Fisher Asset Management
361
Fisher Asset Management
Washington
$1.04M +$1.04M +20,156 New
FIA
362
Foundations Investment Advisors
Arizona
$1.04M +$309K +5,958 +42%
TWP
363
Tempus Wealth Planning
California
$1.04M +$518K +10,000 +100%
Two Sigma Investments
364
Two Sigma Investments
New York
$1.03M -$12.2M -234,900 -92%
PWM
365
Perigon Wealth Management
California
$1.03M +$194K +3,756 +23%
SIAP
366
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.03M +$704K +13,595 +217%
WWM
367
Western Wealth Management
Colorado
$1.02M -$10.5K -202 -1%
GIA
368
Gladstone Institutional Advisory
Florida
$1.01M +$311K +6,015 +45%
Qube Research & Technologies (QRT)
369
Qube Research & Technologies (QRT)
United Kingdom
$999K +$100K +1,934 +11%
LA
370
LexAurum Advisors
Kansas
$996K +$360K +6,955 +57%
SFC
371
Strategic Financial Concepts
Texas
$975K -$38.1K -736 -4%
CFA
372
Cahill Financial Advisors
Minnesota
$972K -$215K -4,146 -18%
RCWM
373
Red Crane Wealth Management
California
$972K +$82K +1,584 +9%
FIA
374
FNY Investment Advisers
New York
$971K
VA
375
Valmark Advisers
Ohio
$971K -$338K -6,535 -26%