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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 %
LA
426
Latitude Advisors
Florida
$806K +$294K +5,413 +58%
WMP
427
Wealth Management Partners
Arizona
$802K +$568K +10,519 +243%
CNWM
428
Clay Northam Wealth Management
California
$789K -$2.56K -47 -0.3%
SC
429
Soundwatch Capital
Connecticut
$789K +$789K +1,741 New
PPW
430
Pasadena Private Wealth
California
$784K -$85.9K -1,579 -10%
Bank of New York Mellon
431
Bank of New York Mellon
New York
$783K +$509K +9,354 +185%
NCM
432
Novare Capital Management
North Carolina
$778K -$320K -5,890 -29%
PTC
433
Private Trust Company
Ohio
$773K +$439K +8,064 +131%
CGH
434
Crossmark Global Holdings
Texas
$771K +$30.6K +562 +4%
CPL
435
CAP Partners LLC
Tennessee
$766K +$7.51K +138 +1%
KWS
436
Keystone Wealth Services
California
$762K -$449K -8,248 -37%
FFA
437
Florida Financial Advisors
Florida
$749K -$208K -3,823 -22%
BWM
438
BCS Wealth Management
Tennessee
$745K -$214K -3,937 -22%
HIA
439
Harbor Investment Advisory
Maryland
$744K +$92.3K +1,697 +14%
JF
440
JSF Financial
California
$741K -$103K -1,891 -12%
PIA
441
Panoramic Investment Advisors
Colorado
$739K +$49K +900 +7%
MIC
442
Means Investment Company
Maine
$733K -$46.8K -860 -6%
CCFM
443
Clear Creek Financial Management
Washington
$732K +$30K +552 +4%
CW
444
CreativeOne Wealth
Kansas
$732K -$457K -8,409 -38%
GWSA
445
Global Wealth Strategies & Associates
Colorado
$732K -$63.6K -1,169 -8%
EFG
446
Ehrlich Financial Group
California
$727K +$250K +4,587 +52%
JCM
447
Jacobi Capital Management
Pennsylvania
$726K +$225K +4,143 +45%
SFG
448
Socha Financial Group
New York
$725K -$1.79M -32,978 -71%
CCB
449
Country Club Bank
Missouri
$723K +$264K +4,857 +57%
IAA
450
Ironsides Asset Advisors
North Carolina
$718K -$563K -10,340 -44%