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JPMorgan Nasdaq Equity Premium Income ETF

783 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 102 funds opening new positions, 409 increasing their positions, 205 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+13
Holders Change %
+1.69%
% of All Funds
10.51%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.56%
New
102
Increased
409
Reduced
205
Closed
68
Calls
$73M
Puts
$35.6M
Net Calls
+$37.4M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
401
Consilium Wealth Advisory
Texas
$883K +$13.8K +254 +2%
BB
402
Bell Bank
North Dakota
$881K -$16.1K -296 -2%
CF
403
Claris Financial
Virginia
$877K +$877K +16,118 New
TWM
404
TCFG Wealth Management
California
$876K +$876K +16,100 New
BRWA
405
B. Riley Wealth Advisors
Florida
$875K +$875K +16,094 New
Natixis Advisors
406
Natixis Advisors
Massachusetts
$874K +$874K +16,064 New
Citadel Advisors
407
Citadel Advisors
Florida
$867K +$116K +2,140 +16%
SFG
408
Stonebridge Financial Group
Pennsylvania
$866K -$23.9K -440 -3%
Jane Street
409
Jane Street
New York
$860K +$860K +15,813 New
GM
410
GeoWealth Management
Illinois
$860K -$32.8K -603 -4%
WB
411
WesBanco Bank
West Virginia
$858K +$640K +11,770 +294%
HA
412
Helium Advisors
Washington
$858K +$258K +4,744 +43%
RCWM
413
Red Crane Wealth Management
California
$851K -$170K -3,126 -17%
AUB
414
Atlantic Union Bankshares
Virginia
$851K +$851K +15,638 New
IWB
415
Innovative Wealth Building
Maryland
$845K +$167K +3,075 +25%
JIC
416
Johnson Investment Counsel
Ohio
$834K -$371K -6,824 -31%
AAS
417
Annex Advisory Services
Wisconsin
$825K -$54 -1 -0%
TWC
418
TD Waterhouse Canada
Ontario, Canada
$822K +$70.6K +1,313 +9%
IAS
419
Insigneo Advisory Services
Florida
$821K +$135K +2,480 +20%
GWM
420
Greenwich Wealth Management
Connecticut
$819K -$53.4K -981 -6%
WIA
421
World Investment Advisors
California
$818K -$90.8K -1,670 -10%
ZBNA
422
Zions Bancorporation, National Association
Utah
$816K
RFN
423
Redwood Financial Network
Ohio
$807K +$177K +3,256 +28%
TW
424
TritonPoint Wealth
Maryland
$806K +$33.9K +624 +4%
LA
425
Latitude Advisors
Florida
$806K +$294K +5,413 +58%