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JPMorgan Nasdaq Equity Premium Income ETF

785 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, 206 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
+15
Holders Change %
+1.95%
% of All Funds
10.53%
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
206
Closed
68
Calls
$73M
Puts
$35.6M
Net Calls
+$37.4M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$48.9M +$3.44M +63,311 +8%
LGA
27
Lebenthal Global Advisors
New York
$46.2M +$7.06M +129,826 +18%
AWM
28
Apollon Wealth Management
South Carolina
$42.1M -$13M -238,990 -24%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$38.4M -$935K -17,185 -2%
Franklin Resources
30
Franklin Resources
California
$38.2M +$15.2M +279,209 +66%
SS
31
SBI Securities
Japan
$37.2M +$8.44M +155,220 +29%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$34.8M +$4.29M +78,863 +14%
EH
33
Equitable Holdings
New York
$34.4M +$3.49M +64,123 +11%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$34.2M +$2.02M +37,063 +6%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$33.5M +$1.34M +24,186 +4%
SEIA
36
Signature Estate & Investment Advisors
California
$31.8M +$5.43M +99,882 +21%
Mariner
37
Mariner
Kansas
$31.3M +$2.51M +46,167 +9%
Truist Financial
38
Truist Financial
North Carolina
$29.9M -$6.84M -125,669 -19%
CSP
39
Cary Street Partners
Virginia
$29.5M +$1.6M +29,361 +6%
SPIA
40
Steward Partners Investment Advisory
New York
$29.2M -$2.75M -50,491 -9%
GVAG
41
Great Valley Advisor Group
Delaware
$26.6M +$3.51M +64,492 +15%
NA
42
NewEdge Advisors
Louisiana
$25.9M +$9.89M +181,778 +62%
HWA
43
Hilltop Wealth Advisors
North Carolina
$25.3M +$1.6M +29,492 +7%
HCM
44
Howard Capital Management
Georgia
$24.9M +$4.44M +81,610 +22%
WAOI
45
Wealth Advisors of Iowa
Iowa
$24.6M +$20.8M +381,812 +536%
QC
46
Quadrature Capital
United Kingdom
$24.6M +$24M +442,025 +4,393%
TFA
47
Teamwork Financial Advisors
Texas
$24.5M -$5.84M -107,404 -19%
MFG
48
Magnus Financial Group
New York
$24.5M +$20.7M +380,495 +541%
JRFS
49
James Reed Financial Services
Ohio
$23.3M +$1.81M +33,275 +8%
Two Sigma Investments
50
Two Sigma Investments
New York
$22M +$20.9M +384,500 +1,932%