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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 %
QC
501
Quadrature Capital
United Kingdom
$521K +$521K +10,063 New
EFL
502
ERn Financial LLC
Wisconsin
$511K +$78.7K +1,520 +18%
IAP
503
Indie Asset Partners
Indiana
$508K +$6.73K +130 +1%
Bank of Montreal
504
Bank of Montreal
Ontario, Canada
$507K -$104K -2,002 -17%
WEG
505
World Equity Group
Illinois
$500K -$492K -9,497 -50%
AI
506
Atria Investments
North Carolina
$492K -$28.2K -544 -5%
SFP
507
Shepherd Financial Partners
Massachusetts
$488K
TM
508
TigerOak Management
New Mexico
$487K +$40.4K +780 +9%
LA
509
Latitude Advisors
Florida
$487K +$181K +3,488 +59%
FPAS
510
Focus Partners Advisor Solutions
Missouri
$485K +$485K +9,366 New
PCM
511
Pennsylvania Capital Management
Pennsylvania
$484K +$292K +5,648 +153%
JCM
512
Jacobi Capital Management
Pennsylvania
$477K +$87.7K +1,693 +23%
CAM
513
Cozad Asset Management
Illinois
$476K +$54K +1,042 +13%
Corient Private Wealth
514
Corient Private Wealth
Florida
$472K +$95.8K +1,851 +25%
NRI
515
NFP Retirement Inc
California
$468K +$38.5K +743 +9%
SF
516
Synovus Financial
Georgia
$464K +$464K +8,959 New
CL
517
Choreo LLC
Illinois
$463K +$3.68K +71 +0.8%
MW
518
Melia Wealth
Oklahoma
$463K +$116K +2,238 +33%
MFA
519
Mayflower Financial Advisors
Massachusetts
$462K +$203K +3,914 +78%
CAPTRUST Financial Advisors
520
CAPTRUST Financial Advisors
North Carolina
$458K +$117K +2,261 +34%
CAM
521
Columbia Asset Management
Michigan
$458K
EFG
522
Ehrlich Financial Group
California
$455K +$7.2K +139 +2%
VCP
523
Verus Capital Partners
Arizona
$453K +$26.9K +519 +6%
WP
524
WealthShield Partners
North Carolina
$448K +$10.7K +207 +2%
ATS
525
Ashton Thomas Securities
New York
$447K -$46.8K -903 -9%