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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
EWA
476
EverSource Wealth Advisors
Alabama
$608K +$424K +7,613 +184%
JIC
477
Joel Isaacson & Co
New York
$608K +$654K +11,740 New
RFN
478
Redwood Financial Network
Ohio
$600K +$297K +5,332 +85%
RA
479
Rockingstone Advisors
Massachusetts
$594K -$96.4K -1,730 -13%
WCFA
480
Walkner Condon Financial Advisors
Wisconsin
$583K -$156K -2,792 -20%
MWM
481
Marion Wealth Management
Pennsylvania
$581K -$6.24K -112 -1%
SIM
482
Seaview Investment Managers
Florida
$577K +$216K +3,882 +53%
WCM
483
Westend Capital Management
California
$577K -$197K -3,536 -24%
SWM
484
Selective Wealth Management
Virginia
$573K +$645K +11,572 New
HA
485
Helium Advisors
Washington
$571K +$614K +11,020 New
DA
486
Dover Advisors
Virginia
$570K -$54.3K -974 -8%
TSMHT
487
Thurston Springer Miller Herd & Titak
Indiana
$569K +$354K +6,350 +137%
MCM
488
MAI Capital Management
Ohio
$567K -$454K -8,150 -43%
PFA
489
Pure Financial Advisors
California
$561K +$135K +2,430 +29%
Betterment LLC
490
Betterment LLC
New York
$556K -$11.7K -210 -2%
XWM
491
Xcel Wealth Management
Florida
$553K +$28K +502 +5%
NWM
492
Napa Wealth Management
California
$551K -$141K -2,535 -19%
NPT
493
National Philanthropic Trust
Pennsylvania
$551K
ACM
494
Aurdan Capital Management
Pennsylvania
$546K -$47.8K -858 -8%
IBOK
495
Independence Bank of Kentucky
Kentucky
$545K +$434K +7,800 +287%
IFWM
496
Institute for Wealth Management
Colorado
$544K +$13K +234 +2%
CRWM
497
Castle Rock Wealth Management
California
$543K +$29.8K +535 +5%
SFG
498
SevenBridge Financial Group
Pennsylvania
$539K -$194K -3,483 -25%
FFN
499
Focus Financial Network
Minnesota
$538K +$91K +1,633 +19%
BAM
500
BTS Asset Management
Massachusetts
$537K -$13.5K -243 -2%