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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 %
OIA
401
OneDigital Investment Advisors
Kansas
$887K +$197K +3,624 +29%
CWA
402
Consilium Wealth Advisory
Texas
$883K +$13.8K +254 +2%
BB
403
Bell Bank
North Dakota
$881K -$16.1K -296 -2%
CF
404
Claris Financial
Virginia
$877K +$877K +16,118 New
TWM
405
TCFG Wealth Management
California
$876K +$876K +16,100 New
BRWA
406
B. Riley Wealth Advisors
Florida
$875K +$875K +16,094 New
Natixis Advisors
407
Natixis Advisors
Massachusetts
$874K +$874K +16,064 New
Citadel Advisors
408
Citadel Advisors
Florida
$867K +$116K +2,140 +16%
SFG
409
Stonebridge Financial Group
Pennsylvania
$866K -$23.9K -440 -3%
Jane Street
410
Jane Street
New York
$860K +$860K +15,813 New
GM
411
GeoWealth Management
Illinois
$860K -$32.8K -603 -4%
WB
412
WesBanco Bank
West Virginia
$858K +$640K +11,770 +294%
HA
413
Helium Advisors
Washington
$858K +$258K +4,744 +43%
RCWM
414
Red Crane Wealth Management
California
$851K -$170K -3,126 -17%
AUB
415
Atlantic Union Bankshares
Virginia
$851K +$851K +15,638 New
IWB
416
Innovative Wealth Building
Maryland
$845K +$167K +3,075 +25%
JIC
417
Johnson Investment Counsel
Ohio
$834K -$371K -6,824 -31%
AAS
418
Annex Advisory Services
Wisconsin
$825K -$54 -1 -0%
TWC
419
TD Waterhouse Canada
Ontario, Canada
$822K +$70.6K +1,313 +9%
IAS
420
Insigneo Advisory Services
Florida
$821K +$135K +2,480 +20%
GWM
421
Greenwich Wealth Management
Connecticut
$819K -$53.4K -981 -6%
WIA
422
World Investment Advisors
California
$818K -$90.8K -1,670 -10%
ZBNA
423
Zions Bancorporation, National Association
Utah
$816K
RFN
424
Redwood Financial Network
Ohio
$807K +$177K +3,256 +28%
TW
425
TritonPoint Wealth
Maryland
$806K +$33.9K +624 +4%