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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 %
WMP
426
Wealth Management Partners
Arizona
$802K +$568K +10,519 +243%
CNWM
427
Clay Northam Wealth Management
California
$789K -$2.56K -47 -0.3%
SC
428
Soundwatch Capital
Connecticut
$789K +$789K +1,741 New
PPW
429
Pasadena Private Wealth
California
$784K -$85.9K -1,579 -10%
Bank of New York Mellon
430
Bank of New York Mellon
New York
$783K +$509K +9,354 +185%
NCM
431
Novare Capital Management
North Carolina
$778K -$320K -5,890 -29%
PTC
432
Private Trust Company
Ohio
$773K +$439K +8,064 +131%
CGH
433
Crossmark Global Holdings
Texas
$771K +$30.6K +562 +4%
CPL
434
CAP Partners LLC
Tennessee
$766K +$7.51K +138 +1%
KWS
435
Keystone Wealth Services
California
$762K -$449K -8,248 -37%
FFA
436
Florida Financial Advisors
Florida
$749K -$208K -3,823 -22%
BWM
437
BCS Wealth Management
Tennessee
$745K -$214K -3,937 -22%
HIA
438
Harbor Investment Advisory
Maryland
$744K +$92.3K +1,697 +14%
JF
439
JSF Financial
California
$741K -$103K -1,891 -12%
PIA
440
Panoramic Investment Advisors
Colorado
$739K +$49K +900 +7%
MIC
441
Means Investment Company
Maine
$733K -$46.8K -860 -6%
CCFM
442
Clear Creek Financial Management
Washington
$732K +$30K +552 +4%
CW
443
CreativeOne Wealth
Kansas
$732K -$457K -8,409 -38%
GWSA
444
Global Wealth Strategies & Associates
Colorado
$732K -$63.6K -1,169 -8%
EFG
445
Ehrlich Financial Group
California
$727K +$250K +4,587 +52%
JCM
446
Jacobi Capital Management
Pennsylvania
$726K +$225K +4,143 +45%
SFG
447
Socha Financial Group
New York
$725K -$1.79M -32,978 -71%
CCB
448
Country Club Bank
Missouri
$723K +$264K +4,857 +57%
IAA
449
Ironsides Asset Advisors
North Carolina
$718K -$563K -10,340 -44%
MW
450
Melia Wealth
Oklahoma
$713K +$227K +4,167 +47%