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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
SWIM
451
Smallwood Wealth Investment Management
New Jersey
$700K +$254K +4,558 +51%
TCM
452
Triumph Capital Management
Colorado
$694K -$30.5K -547 -4%
SFA
453
Sequoia Financial Advisors
Ohio
$692K +$373K +6,701 +101%
AG
454
AmeriFlex Group
Nevada
$687K +$177K +3,171 +31%
GPWM
455
Grant Private Wealth Management
California
$681K +$361K +6,486 +97%
CCFM
456
Clear Creek Financial Management
Washington
$669K +$145K +2,604 +25%
CA
457
Clearstead Advisors
Ohio
$663K +$256K +4,601 +56%
FPWM
458
FSB Premier Wealth Management
Iowa
$662K +$25.3K +455 +4%
AFC
459
AFT Forsyth & Company
Florida
$661K +$89.7K +1,610 +14%
PIA
460
Panoramic Investment Advisors
Colorado
$657K
OIA
461
OneDigital Investment Advisors
Kansas
$656K -$2.77M -49,813 -80%
IAS
462
Insigneo Advisory Services
Florida
$653K +$90.3K +1,622 +15%
ACM
463
Absolute Capital Management
Pennsylvania
$647K -$98.8K -1,774 -12%
IWB
464
Innovative Wealth Building
Maryland
$645K +$217K +3,902 +46%
SBIA
465
Sheaff Brock Investment Advisors
Indiana
$644K -$81.7K -1,466 -11%
FFB
466
First Financial Bankshares
Texas
$642K +$691K +12,408 New
SA
467
Skyline Advisors
Washington
$640K +$146K +2,627 +27%
HFS
468
Howard Financial Services
Texas
$635K -$109K -1,964 -14%
FWM
469
Focused Wealth Management
New York
$634K +$54.1K +972 +9%
KFS
470
Kelly Financial Services
Massachusetts
$624K -$537K -9,636 -44%
CA
471
Calton & Associates
Florida
$622K +$669K +12,012 New
Mirae Asset Global Investments
472
Mirae Asset Global Investments
South Korea
$622K +$55.7K +1,000 +9%
HIA
473
Harbor Investment Advisory
Maryland
$620K -$167 -3 -0%
MWM
474
Mascagni Wealth Management
Mississippi
$613K
AT
475
American Trust
Kentucky
$610K -$24.2M -434,281 -97%