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JPMorgan Nasdaq Equity Premium Income ETF

948 hedge funds and large institutions have $10.2B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 482 increasing their positions, 260 reducing their positions, and 63 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:

1% more capital invested

Capital invested by funds: $10.2B → $10.2B (+$71.7M)

1.26% less ownership

Funds ownership: 31.61%30.35% (-1.3%)

2% less funds holding in top 10

Funds holding in top 10: 4645 (-1)

Holders
948
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
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
YWM
401
Yukon Wealth Management
Kansas
$1.14M
GWMIA
402
Global Wealth Management Investment Advisory
Florida
$1.14M
OWA
403
ORBA Wealth Advisors
Illinois
$1.13M
FI
404
Finivi Inc
Massachusetts
$1.13M
NPT
405
National Philanthropic Trust
Pennsylvania
$1.13M
Betterment LLC
406
Betterment LLC
New York
$1.12M
GAM
407
Gotham Asset Management
New York
$1.11M
TA
408
Tactive Advisors
Florida
$1.1M
XWM
409
Xcel Wealth Management
Florida
$1.1M
NW
410
NewEdge Wealth
Pennsylvania
$1.09M
JWBC
411
John W. Brooker & Co
California
$1.09M
GAG
412
GM Advisory Group
New York
$1.08M
MCA
413
Millennium Capital Advisors
Arkansas
$1.08M
PVM
414
Palogic Value Management
Texas
$1.08M
PA
415
PFG Advisors
Arizona
$1.08M
NCM
416
NCM Capital Management
New Jersey
$1.07M
WMP
417
Wealth Management Partners
Arizona
$1.07M
RI
418
Ruggiero Investments
Florida
$1.05M
FVWA
419
Foster Victor Wealth Advisors
South Carolina
$1.04M
FIA
420
FNY Investment Advisers
New York
$1.04M
PF
421
PlanVest Financial
Maryland
$1.04M
VAS
422
Vestmark Advisory Solutions
Massachusetts
$1.03M
MYIA
423
Mount Yale Investment Advisors
Colorado
$1.03M
EFS
424
Essex Financial Services
Connecticut
$1.03M
MFG
425
Merit Financial Group
Georgia
$1.02M