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JPMorgan Nasdaq Equity Premium Income ETF

785 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, 206 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
+15
Holders Change %
+1.95%
% of All Funds
10.53%
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
206
Closed
68
Calls
$73M
Puts
$35.6M
Net Calls
+$37.4M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
501
Boreal Capital Management
Florida
$548K +$548K +10,065 New
CRWM
502
Castle Rock Wealth Management
California
$547K -$32.9K -599 -6%
CL
503
Choreo LLC
Illinois
$543K +$56.5K +1,039 +12%
SF
504
Synovus Financial
Georgia
$535K +$47.3K +869 +10%
SFP
505
Shepherd Financial Partners
Massachusetts
$534K +$21.8K +400 +4%
MWM
506
Marion Wealth Management
Pennsylvania
$532K -$77.6K -1,427 -13%
TM
507
TigerOak Management
New Mexico
$530K +$18.7K +343 +4%
NFP
508
Narus Financial Partners
Utah
$528K +$155K +2,850 +42%
Bank of Montreal
509
Bank of Montreal
Ontario, Canada
$528K -$4.84K -89 -0.9%
PCM
510
Pennsylvania Capital Management
Pennsylvania
$527K +$18.7K +343 +4%
SPWG
511
Syntegra Private Wealth Group
Missouri
$527K +$527K +9,680 New
CAM
512
Cozad Asset Management
Illinois
$526K +$25.8K +474 +5%
VCP
513
Verus Capital Partners
Arizona
$523K +$47.3K +869 +10%
Northern Trust
514
Northern Trust
Illinois
$519K +$206K +3,780 +66%
YWS
515
Yarger Wealth Strategies
Ohio
$518K +$84.7K +1,557 +20%
TSMHT
516
Thurston Springer Miller Herd & Titak
Indiana
$513K -$84.8K -1,558 -14%
Qube Research & Technologies (QRT)
517
Qube Research & Technologies (QRT)
United Kingdom
$512K -$538K -9,889 -51%
CIBC World Market
518
CIBC World Market
Ontario, Canada
$509K +$223K +4,105 +78%
FFS
519
Fortress Financial Solutions
Arizona
$494K +$494K +9,079 New
WP
520
Wealthspan Partners
Iowa
$494K +$81.4K +1,497 +20%
ARC
521
Advisor Resource Council
Texas
$487K -$9.1M -167,333 -95%
RFN
522
RDA Financial Network
Iowa
$487K +$487K +8,945 New
CAM
523
Columbia Asset Management
Michigan
$481K
ATPW
524
Ashton Thomas Private Wealth
Arizona
$476K +$117K +2,148 +32%
PAS
525
PKS Advisory Services
New York
$470K -$312K -5,732 -40%