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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
KAS
26
Kestra Advisory Services
Texas
$43.7M +$3.78M +67,859 +9%
HighTower Advisors
27
HighTower Advisors
Illinois
$43.3M +$2.19M +39,370 +5%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$37.4M +$1.84M +33,011 +5%
LGA
29
Lebenthal Global Advisors
New York
$37.3M +$4.29M +76,963 +12%
Truist Financial
30
Truist Financial
North Carolina
$35M +$8.93M +160,233 +31%
AWS
31
Atria Wealth Solutions
New York
$31.5M +$7.14M +128,145 +27%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$30.6M -$25.3M -453,344 -43%
SPIA
33
Steward Partners Investment Advisory
New York
$30.4M +$5.29M +94,950 +19%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$30.1M +$7.78M +139,620 +32%
EH
35
Equitable Holdings
New York
$29.5M +$4.98M +89,340 +19%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$29M +$5.27M +94,634 +20%
TFA
37
Teamwork Financial Advisors
Texas
$28.9M +$27M +484,990 +660%
SS
38
SBI Securities
Japan
$27.4M +$8.99M +161,307 +44%
Mariner
39
Mariner
Kansas
$27.4M +$6.85M +122,948 +30%
CSP
40
Cary Street Partners
Virginia
$26.6M -$520K -9,338 -2%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$25.3M +$14.7M +264,199 +118%
SEIA
42
Signature Estate & Investment Advisors
California
$25.1M -$576K -10,341 -2%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$24.5M +$26.4M +473,330 New
HWA
44
Hilltop Wealth Advisors
North Carolina
$22.6M +$1.01M +18,095 +4%
GVAG
45
Great Valley Advisor Group
Delaware
$22M +$3.2M +57,486 +16%
Franklin Resources
46
Franklin Resources
California
$21.9M +$553K +9,925 +2%
WAM
47
WNY Asset Management
New York
$21.5M -$4.68M -84,069 -17%
JRFS
48
James Reed Financial Services
Ohio
$20.4M -$83.4K -1,497 -0.4%
PA
49
PSI Advisors
Florida
$20.2M +$2.93M +52,629 +16%
HCM
50
Howard Capital Management
Georgia
$19.5M +$2.4M +43,049 +13%