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JPMorgan Nasdaq Equity Premium Income ETF

836 hedge funds and large institutions have $9.86B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 402 increasing their positions, 240 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$116M
Puts
$47.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$47.9M
WAM
27
WNY Asset Management
New York
$45.6M
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$44.7M
SS
29
SBI Securities
Japan
$41.7M
EH
30
Equitable Holdings
New York
$39.7M
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$38M
Baird Financial Group
32
Baird Financial Group
Wisconsin
$37.4M
Franklin Resources
33
Franklin Resources
California
$35.6M
AWM
34
Apollon Wealth Management
South Carolina
$35.2M
CSP
35
Cary Street Partners
Virginia
$34.6M
WAOI
36
Wealth Advisors of Iowa
Iowa
$34.4M
SPIA
37
Steward Partners Investment Advisory
New York
$33.9M
Truist Financial
38
Truist Financial
North Carolina
$33.8M
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$33.8M
SEIA
40
Signature Estate & Investment Advisors
California
$33.6M
Mariner
41
Mariner
Kansas
$31.8M
NA
42
NewEdge Advisors
Louisiana
$30.1M
LGA
43
Lebenthal Global Advisors
New York
$29.3M
GVAG
44
Great Valley Advisor Group
Delaware
$29M
PA
45
PSI Advisors
Florida
$27M
MFG
46
Magnus Financial Group
New York
$26.4M
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$24.2M
JRFS
48
James Reed Financial Services
Ohio
$23.8M
CA
49
Cornerstone Advisory
Maryland
$21.7M
WHG
50
Westwood Holdings Group
Texas
$19.2M