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JPMorgan Nasdaq Equity Premium Income ETF

783 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 102 funds opening new positions, 409 increasing their positions, 205 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+13
Holders Change %
+1.69%
% of All Funds
10.51%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.56%
New
102
Increased
409
Reduced
205
Closed
68
Calls
$73M
Puts
$35.6M
Net Calls
+$37.4M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
476
CAPTRUST Financial Advisors
North Carolina
$636K +$155K +2,847 +32%
RWM
477
Ritholtz Wealth Management
New York
$630K +$630K +11,576 New
RA
478
Rockingstone Advisors
Massachusetts
$625K
NRI
479
NFP Retirement Inc
California
$619K +$127K +2,328 +26%
KFS
480
Kelly Financial Services
Massachusetts
$617K -$38.1K -701 -6%
MFA
481
Mayflower Financial Advisors
Massachusetts
$600K +$114K +2,101 +24%
AAG
482
Armstrong Advisory Group
Massachusetts
$597K +$292K +5,363 +96%
EM
483
ELCO Management
New York
$593K +$250K +4,600 +73%
PWM
484
Perigon Wealth Management
California
$587K -$494K -9,086 -46%
WCM
485
Westend Capital Management
California
$585K -$20.9K -385 -3%
FVWA
486
Foster Victor Wealth Advisors
South Carolina
$585K +$5.43K +100 +0.9%
RPGNY
487
Retirement Planning Group (New York)
New York
$581K +$300K +5,506 +106%
IBOK
488
Independence Bank of Kentucky
Kentucky
$572K
GGS
489
Galvin Gaustad & Stein
Arizona
$571K -$381K -7,000 -40%
CPSAC
490
Chas P. Smith & Associates (CPS)
Florida
$571K +$571K +10,491 New
CCA
491
Corps Capital Advisors
Texas
$569K +$312K +5,737 +121%
Betterment LLC
492
Betterment LLC
New York
$567K -$16.8K -309 -3%
BPW
493
BLVD Private Wealth
Kentucky
$566K +$566K +10,410 New
PCFFS
494
Pacific Center for Financial Services
California
$563K +$8.43K +155 +2%
CAL
495
Capital Advisors Ltd
Ohio
$561K +$2.23K +41 +0.4%
MWM
496
Mascagni Wealth Management
Mississippi
$555K -$88.8K -1,633 -14%
GWANC
497
Guardian Wealth Advisors (North Carolina)
North Carolina
$554K
MCM
498
MAI Capital Management
Ohio
$550K -$45.2K -830 -8%
RWA
499
Redhawk Wealth Advisors
Minnesota
$549K -$9.74K -179 -2%
BAM
500
BTS Asset Management
Massachusetts
$548K -$15.9K -292 -3%