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JPMorgan Nasdaq Equity Premium Income ETF

786 hedge funds and large institutions have $9.07B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 409 increasing their positions, 207 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+16
Holders Change %
+2.08%
% of All Funds
10.54%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.56%
New
103
Increased
409
Reduced
207
Closed
68
Calls
$73M
Puts
$35.6M
Net Calls
+$37.4M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Shares
Change %
YWM
351
Yukon Wealth Management
Kansas
$1.14M -$198K -3,647 -15%
SWM
352
Silverlake Wealth Management
Vermont
$1.14M +$169K +3,115 +17%
FAM
353
Frontier Asset Management
Wyoming
$1.14M -$126K -2,322 -10%
MA
354
MBA Advisors
Pennsylvania
$1.14M +$18.1K +333 +2%
CWP
355
Concord Wealth Partners
Virginia
$1.13M -$292K -5,365 -20%
CAMV
356
Concord Asset Management (Virginia)
Virginia
$1.13M +$1.13M +20,831 New
Brown Advisory
357
Brown Advisory
Maryland
$1.13M +$2.01K +37 +0.2%
TWP
358
Tempus Wealth Planning
California
$1.12M +$30.6K +563 +3%
PA
359
Procyon Advisors
Connecticut
$1.12M +$21.1K +387 +2%
BCM
360
Becker Capital Management
Oregon
$1.11M
HSA
361
HBK Sorce Advisory
Pennsylvania
$1.1M +$277K +5,091 +34%
BWM
362
BlackDiamond Wealth Management
New York
$1.08M +$1.08M +20,148 New
MC
363
Moors & Cabot
Massachusetts
$1.08M +$99.2K +1,824 +10%
IF
364
Intrua Financial
Texas
$1.07M -$1.15M -21,106 -52%
BWA
365
Beam Wealth Advisors
Louisiana
$1.06M +$167K +3,062 +19%
FWM
366
Focused Wealth Management
New York
$1.06M +$391K +7,182 +59%
CFA
367
Cahill Financial Advisors
Minnesota
$1.05M +$31K +569 +3%
NCM
368
NCM Capital Management
New Jersey
$1.05M +$177K +3,247 +20%
TA
369
Tactive Advisors
Florida
$1.05M +$1.05M +19,300 New
MT
370
Midwest Trust
Kansas
$1.05M +$1.05M +19,218 New
JIP
371
Jaffetilchin Investment Partners
Florida
$1.04M +$227K +4,165 +28%
CFG
372
Cooper Financial Group
California
$1.03M +$26.2K +481 +3%
EFS
373
Essex Financial Services
Connecticut
$1.03M +$24.2K +445 +2%
DWM
374
Diversify Wealth Management
Utah
$1.03M +$143K +2,566 +16%
AFP
375
Ausdal Financial Partners
Iowa
$1.02M +$96.8K +1,779 +10%