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JPMorgan Nasdaq Equity Premium Income ETF

786 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 103 funds opening new positions, 409 increasing their positions, 207 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+16
Holders Change %
+2.08%
% of All Funds
10.54%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.56%
New
103
Increased
409
Reduced
207
Closed
68
Calls
$73M
Puts
$35.6M
Net Calls
+$37.4M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
476
Corient Private Wealth
Florida
$640K +$144K +2,646 +29%
CAPTRUST Financial Advisors
477
CAPTRUST Financial Advisors
North Carolina
$636K +$155K +2,847 +32%
RWM
478
Ritholtz Wealth Management
New York
$630K +$630K +11,576 New
RA
479
Rockingstone Advisors
Massachusetts
$625K
NRI
480
NFP Retirement Inc
California
$619K +$127K +2,328 +26%
KFS
481
Kelly Financial Services
Massachusetts
$617K -$38.1K -701 -6%
MFA
482
Mayflower Financial Advisors
Massachusetts
$600K +$114K +2,101 +24%
AAG
483
Armstrong Advisory Group
Massachusetts
$597K +$292K +5,363 +96%
EM
484
ELCO Management
New York
$593K +$250K +4,600 +73%
PWM
485
Perigon Wealth Management
California
$587K -$494K -9,086 -46%
WCM
486
Westend Capital Management
California
$585K -$20.9K -385 -3%
FVWA
487
Foster Victor Wealth Advisors
South Carolina
$585K +$5.43K +100 +0.9%
RPGNY
488
Retirement Planning Group (New York)
New York
$581K +$300K +5,506 +106%
IBOK
489
Independence Bank of Kentucky
Kentucky
$572K
GGS
490
Galvin Gaustad & Stein
Arizona
$571K -$381K -7,000 -40%
CPSAC
491
Chas P. Smith & Associates (CPS)
Florida
$571K +$571K +10,491 New
CCA
492
Corps Capital Advisors
Texas
$569K +$312K +5,737 +121%
Betterment LLC
493
Betterment LLC
New York
$567K -$16.8K -309 -3%
BPW
494
BLVD Private Wealth
Kentucky
$566K +$566K +10,410 New
PCFFS
495
Pacific Center for Financial Services
California
$563K +$8.43K +155 +2%
CAL
496
Capital Advisors Ltd
Ohio
$561K +$2.23K +41 +0.4%
MWM
497
Mascagni Wealth Management
Mississippi
$555K -$88.8K -1,633 -14%
GWANC
498
Guardian Wealth Advisors (North Carolina)
North Carolina
$554K
MCM
499
MAI Capital Management
Ohio
$550K -$45.2K -830 -8%
RWA
500
Redhawk Wealth Advisors
Minnesota
$549K -$9.74K -179 -2%