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JPMorgan Nasdaq Equity Premium Income ETF

906 hedge funds and large institutions have $10.1B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 454 increasing their positions, 224 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$105M
Puts
$47.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$48M
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$47.9M
SS
28
SBI Securities
Japan
$42.9M
Mariner
29
Mariner
Kansas
$38.5M
Baird Financial Group
30
Baird Financial Group
Wisconsin
$38.3M
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$38.2M
WAOI
32
Wealth Advisors of Iowa
Iowa
$36M
SPIA
33
Steward Partners Investment Advisory
New York
$35.6M
AWM
34
Apollon Wealth Management
South Carolina
$35.6M
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$35.4M
SEIA
36
Signature Estate & Investment Advisors
California
$34.3M
Franklin Resources
37
Franklin Resources
California
$34.2M
CSP
38
Cary Street Partners
Virginia
$34.2M
Truist Financial
39
Truist Financial
North Carolina
$33.6M
GVAG
40
Great Valley Advisor Group
Delaware
$30.6M
LGA
41
Lebenthal Global Advisors
New York
$30.1M
NA
42
NewEdge Advisors
Louisiana
$29.7M
PA
43
PSI Advisors
Florida
$28.9M
MFG
44
Magnus Financial Group
New York
$27.2M
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$26M
JRFS
46
James Reed Financial Services
Ohio
$25.6M
CA
47
Cornerstone Advisory
Maryland
$22.4M
SFG
48
SageGuard Financial Group
Tennessee
$21.3M
HIP
49
HUB Investment Partners
Texas
$20.9M
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$20.6M