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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
FAM
351
Frontier Asset Management
Wyoming
$1.21M -$29.1K -522 -2%
NCG
352
Newport Capital Group
New Jersey
$1.2M +$26.2K +471 +2%
SG
353
StoneX Group
New York
$1.19M +$163K +2,934 +15%
RFA
354
Reyes Financial Architecture
California
$1.16M +$78.6K +1,411 +7%
SC
355
Savant Capital
Illinois
$1.16M +$196K +3,516 +19%
AWA
356
Arete Wealth Advisors
Illinois
$1.16M +$49.7K +893 +4%
KWS
357
Keystone Wealth Services
California
$1.15M +$24.4K +438 +2%
JIC
358
Johnson Investment Counsel
Ohio
$1.15M -$268K -4,815 -18%
CW
359
CreativeOne Wealth
Kansas
$1.13M -$45.5K -817 -4%
Mercer Global Advisors
360
Mercer Global Advisors
Colorado
$1.12M -$167K -3,004 -12%
Koshinski Asset Management
361
Koshinski Asset Management
Illinois
$1.1M -$26.7K -479 -2%
Brown Advisory
362
Brown Advisory
Maryland
$1.07M +$87.3K +1,568 +8%
MA
363
MBA Advisors
Pennsylvania
$1.07M -$431K -7,736 -27%
BCM
364
Becker Capital Management
Oregon
$1.06M +$1.14M +20,494 New
NCM
365
Novare Capital Management
North Carolina
$1.05M
PA
366
Procyon Advisors
Connecticut
$1.04M
Fisher Asset Management
367
Fisher Asset Management
Washington
$1.04M +$1.12M +20,156 New
FIA
368
Foundations Investment Advisors
Arizona
$1.04M +$332K +5,958 +42%
TWP
369
Tempus Wealth Planning
California
$1.04M +$557K +10,000 +100%
Two Sigma Investments
370
Two Sigma Investments
New York
$1.03M -$13.1M -234,900 -92%
PWM
371
Perigon Wealth Management
California
$1.03M +$209K +3,756 +23%
SIAP
372
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.03M +$757K +13,595 +217%
WWM
373
Western Wealth Management
Colorado
$1.02M -$11.3K -202 -1%
GIA
374
Gladstone Institutional Advisory
Florida
$1.01M +$335K +6,015 +45%
Qube Research & Technologies (QRT)
375
Qube Research & Technologies (QRT)
United Kingdom
$999K +$108K +1,934 +11%