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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
PAG
26
Private Advisor Group
New Jersey
$53.8M
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$50.9M
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$49.5M
HighTower Advisors
29
HighTower Advisors
Illinois
$47.3M
SS
30
SBI Securities
Japan
$42.7M
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$42.5M
Baird Financial Group
32
Baird Financial Group
Wisconsin
$38.2M
AWM
33
Apollon Wealth Management
South Carolina
$36.6M
SPIA
34
Steward Partners Investment Advisory
New York
$36.1M
WAOI
35
Wealth Advisors of Iowa
Iowa
$35.3M
CSP
36
Cary Street Partners
Virginia
$34.9M
Truist Financial
37
Truist Financial
North Carolina
$33.3M
Franklin Resources
38
Franklin Resources
California
$32.9M
GVAG
39
Great Valley Advisor Group
Delaware
$32.6M
IAA
40
Independent Advisor Alliance
North Carolina
$31.6M
SEIA
41
Signature Estate & Investment Advisors
California
$31.5M
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$30.8M
PA
43
PSI Advisors
Florida
$29.1M
LGA
44
Lebenthal Global Advisors
New York
$29.1M
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$29M
MFG
46
Magnus Financial Group
New York
$28M
HIP
47
HUB Investment Partners
Texas
$25.8M
WA
48
Waverly Advisors
Alabama
$23.5M
JRFS
49
James Reed Financial Services
Ohio
$23.4M
CA
50
Cornerstone Advisory
Maryland
$21.5M