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JPMorgan Nasdaq Equity Premium Income ETF

770 hedge funds and large institutions have $7.82B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 440 increasing their positions, 164 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
770
Holders Change
+25
Holders Change %
+3.36%
% of All Funds
10.46%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.65%
New
100
Increased
440
Reduced
164
Closed
59
Calls
$35.1M
Puts
$34.1M
Net Calls
+$963K
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
476
Westend Capital Management
California
$577K -$183K -3,536 -24%
SWM
477
Selective Wealth Management
Virginia
$573K +$573K +11,572 New
HA
478
Helium Advisors
Washington
$571K +$571K +11,020 New
DA
479
Dover Advisors
Virginia
$570K -$50.4K -974 -8%
TSMHT
480
Thurston Springer Miller Herd & Titak
Indiana
$569K +$329K +6,350 +137%
MCM
481
MAI Capital Management
Ohio
$567K -$422K -8,150 -43%
PFA
482
Pure Financial Advisors
California
$561K +$126K +2,430 +29%
Betterment LLC
483
Betterment LLC
New York
$556K -$10.9K -210 -2%
XWM
484
Xcel Wealth Management
Florida
$553K +$26K +502 +5%
NWM
485
Napa Wealth Management
California
$551K -$131K -2,535 -19%
ACM
486
Aurdan Capital Management
Pennsylvania
$546K -$44.4K -858 -8%
IBOK
487
Independence Bank of Kentucky
Kentucky
$545K +$404K +7,800 +287%
IFWM
488
Institute for Wealth Management
Colorado
$544K +$12.1K +234 +2%
CRWM
489
Castle Rock Wealth Management
California
$543K +$27.5K +535 +5%
SFG
490
SevenBridge Financial Group
Pennsylvania
$539K -$182K -3,483 -25%
FFN
491
Focus Financial Network
Minnesota
$538K +$84.6K +1,633 +19%
BAM
492
BTS Asset Management
Massachusetts
$537K -$12.6K -243 -2%
BSSFA
493
Baron Silver Stevens Financial Advisors
Florida
$534K
CAL
494
Capital Advisors Ltd
Ohio
$532K +$24.9K +480 +5%
RWA
495
Redhawk Wealth Advisors
Minnesota
$531K +$135K +2,598 +34%
GCM
496
Generation Capital Management
New York
$530K
FVWA
497
Foster Victor Wealth Advisors
South Carolina
$529K +$529K +10,675 New
PCFFS
498
Pacific Center for Financial Services
California
$528K +$231K +4,468 +78%
GWANC
499
Guardian Wealth Advisors (North Carolina)
North Carolina
$528K
MFP
500
Meridian Financial Partners
Virginia
$526K +$22.7K +439 +5%