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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 %
NWA
401
Navis Wealth Advisors
New York
$855K +$566K +10,937 +196%
RRA
402
Round Rock Advisors
Connecticut
$853K +$112K +2,159 +15%
BB
403
Bell Bank
North Dakota
$853K +$15.3K +296 +2%
CFO
404
CVA Family Office
Colorado
$853K +$295K +5,703 +53%
JWWM
405
Johnson & White Wealth Management
Pennsylvania
$853K +$479K +9,249 +128%
KA
406
Kovack Advisors
Florida
$853K -$311K -6,002 -27%
BWA
407
Beam Wealth Advisors
Louisiana
$852K -$43.1K -832 -5%
GM
408
GeoWealth Management
Illinois
$850K -$46.7K -901 -5%
FFC
409
Frederick Financial Consultants
Maryland
$849K +$92.7K +1,791 +12%
HWP
410
Hibernia Wealth Partners
Louisiana
$847K -$112K -2,155 -12%
SFG
411
Stonebridge Financial Group
Pennsylvania
$847K +$45.4K +876 +6%
CFS
412
Coordinated Financial Services
Colorado
$843K +$101K +1,960 +14%
NCM
413
NCM Capital Management
New Jersey
$831K +$17.1K +331 +2%
GWM
414
Greenwich Wealth Management
Connecticut
$830K -$632K -12,211 -43%
PPW
415
Pasadena Private Wealth
California
$828K +$828K +15,995 New
NG
416
Novem Group
New York
$828K +$253K +4,893 +44%
CWA
417
Consilium Wealth Advisory
Texas
$827K +$9.27K +179 +1%
CFP
418
Comprehensive Financial Planning
Pennsylvania
$827K -$574K -11,077 -41%
Renaissance Technologies
419
Renaissance Technologies
New York
$823K -$8.62M -166,400 -91%
GS
420
GTS Securities
New York
$813K +$813K +15,710 New
DWM
421
Diversify Wealth Management
Utah
$812K +$593K +11,561 +271%
JF
422
JSF Financial
California
$803K -$202K -3,905 -20%
HSA
423
HBK Sorce Advisory
Pennsylvania
$786K +$326K +6,294 +71%
AAS
424
Annex Advisory Services
Wisconsin
$786K +$1.19K +23 +0.2%
GI
425
GAMMA Investing
California
$781K +$119K +2,291 +18%