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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
HW
451
Hancock Whitney
Mississippi
$917K
SRS
452
Strong Retirement Solutions
Washington
$913K
SWM
453
Steinberganna Wealth Management
New York
$909K
RPGK
454
Retirement Planning Group (Kansas)
Kansas
$908K
CTWM
455
Cherry Tree Wealth Management
Minnesota
$900K
RCWM
456
Red Crane Wealth Management
California
$891K
SFGP
457
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$888K
PTC
458
Private Trust Company
Ohio
$887K
AF
459
Arrow Financial
New York
$881K
SAI
460
Savvy Advisors Inc
New York
$880K
TSS
461
Two Sigma Securities
New York
$874K
CWS
462
Cypress Wealth Services
California
$865K
ACM
463
Advance Capital Management
Michigan
$865K
PCS
464
Private Client Services
Kentucky
$864K
SW
465
SteelPeak Wealth
California
$858K
OC
466
Optima Capital
Oregon
$857K
BB
467
Bell Bank
North Dakota
$851K
KCFA
468
Key Client Fiduciary Advisors
New Jersey
$851K
IA
469
Inspire Advisors
Idaho
$847K
AAS
470
Annex Advisory Services
Wisconsin
$844K
CCA
471
Corps Capital Advisors
Texas
$836K
ECM
472
Ethos Capital Management
Pennsylvania
$835K
SG
473
StoneX Group
New York
$835K
BWM
474
Base Wealth Management
Florida
$829K
CWIG
475
Chung Wu Investment Group
Texas
$828K