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JPMorgan Nasdaq Equity Premium Income ETF

783 hedge funds and large institutions have $7.87B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 445 increasing their positions, 167 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 167

70% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 60

4% more funds holding in top 10

Funds holding in top 10: 4749 (+2)

4% more funds holding

Funds holding: 754783 (+29)

3% more call options, than puts

Call options by funds: $35.1M | Put options by funds: $34.1M

1.83% less ownership

Funds ownership: 36.69%34.85% (-1.8%)

10% less capital invested

Capital invested by funds: $8.75B → $7.87B (-$883M)

Holders
783
Holders Change
+29
Holders Change %
+3.85%
% of All Funds
10.5%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
0.66%
New
102
Increased
445
Reduced
167
Closed
60
Calls
$35.1M
Puts
$34.1M
Net Calls
+$963K
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
426
Renaissance Technologies
New York
$823K -$9.27M -166,400 -91%
GS
427
GTS Securities
New York
$813K +$875K +15,710 New
DWM
428
Diversify Wealth Management
Utah
$812K +$644K +11,561 +271%
JF
429
JSF Financial
California
$803K -$218K -3,905 -20%
HSA
430
HBK Sorce Advisory
Pennsylvania
$786K +$351K +6,294 +71%
AAS
431
Annex Advisory Services
Wisconsin
$786K +$1.28K +23 +0.2%
GI
432
GAMMA Investing
California
$781K +$128K +2,291 +18%
DFG
433
Delta Financial Group
New Jersey
$781K +$60.1K +1,079 +8%
JIP
434
Jaffetilchin Investment Partners
Florida
$777K -$153K -2,751 -15%
ZBNA
435
Zions Bancorporation, National Association
Utah
$777K +$836K +15,000 New
SIM
436
Stratos Investment Management
Ohio
$765K +$505K +9,059 +158%
GWSA
437
Global Wealth Strategies & Associates
Colorado
$757K +$33.6K +604 +4%
CNWM
438
Clay Northam Wealth Management
California
$754K +$811K +14,556 New
HCP
439
Hexagon Capital Partners
Arkansas
$751K +$227K +4,073 +39%
TWC
440
TD Waterhouse Canada
Ontario, Canada
$746K +$577K +10,358 +288%
LFAS
441
Level Four Advisory Services
Texas
$745K -$23.3K -418 -3%
PAS
442
PKS Advisory Services
New York
$744K +$7.07K +127 +0.9%
MIC
443
Means Investment Company
Maine
$742K -$69.3K -1,245 -8%
TW
444
TritonPoint Wealth
Maryland
$735K +$146K +2,617 +23%
GSWM
445
Golden State Wealth Management
California
$730K +$165K +2,968 +27%
GWMIA
446
Global Wealth Management Investment Advisory
Florida
$730K +$785K +14,090 New
CPL
447
CAP Partners LLC
Tennessee
$722K +$92.4K +1,658 +13%
ACM
448
Advance Capital Management
Michigan
$719K +$64K +1,149 +9%
Citadel Advisors
449
Citadel Advisors
Florida
$714K -$7.81M -140,233 -91%
CGH
450
Crossmark Global Holdings
Texas
$705K +$452K +8,111 +147%