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JPMorgan Nasdaq Equity Premium Income ETF

961 hedge funds and large institutions have $10.3B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 489 increasing their positions, 262 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

2% more funds holding in top 10

Funds holding in top 10: 4748 (+1)

1% more capital invested

Capital invested by funds: $10.2B → $10.3B (+$139M)

1.14% less ownership

Funds ownership: 31.63%30.5% (-1.1%)

Holders
961
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$111M
Puts
$80.1M
Net Calls
Net Calls Change

Top Buyers

1 +$115M
2 +$65.5M
3 +$62.9M
4
Morgan Stanley
Morgan Stanley
New York
+$62.7M
5
Two Sigma Investments
Two Sigma Investments
New York
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
401
Bank of Montreal
Ontario, Canada
$1.18M
NA
402
Nautilus Advisors
California
$1.18M
CAM
403
Cozad Asset Management
Illinois
$1.18M
QWM
404
QP Wealth Management
New Jersey
$1.17M
IF
405
Intrua Financial
Texas
$1.16M
SIAP
406
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.16M
HA
407
Helium Advisors
Washington
$1.16M
YWM
408
Yukon Wealth Management
Kansas
$1.14M
GWMIA
409
Global Wealth Management Investment Advisory
Florida
$1.14M
OWA
410
ORBA Wealth Advisors
Illinois
$1.13M
FI
411
Finivi Inc
Massachusetts
$1.13M
NPT
412
National Philanthropic Trust
Pennsylvania
$1.13M
Betterment LLC
413
Betterment LLC
New York
$1.12M
GAM
414
Gotham Asset Management
New York
$1.11M
TA
415
Tactive Advisors
Florida
$1.1M
XWM
416
Xcel Wealth Management
Florida
$1.1M
NW
417
NewEdge Wealth
Pennsylvania
$1.09M
JWBC
418
John W. Brooker & Co
California
$1.09M
GAG
419
GM Advisory Group
New York
$1.08M
MCA
420
Millennium Capital Advisors
Arkansas
$1.08M
PVM
421
Palogic Value Management
Texas
$1.08M
PA
422
PFG Advisors
Arizona
$1.08M
NCM
423
NCM Capital Management
New Jersey
$1.07M
WMP
424
Wealth Management Partners
Arizona
$1.07M
RI
425
Ruggiero Investments
Florida
$1.05M