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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 %
BAM
501
BTS Asset Management
Massachusetts
$548K -$15.9K -292 -3%
BCM
502
Boreal Capital Management
Florida
$548K +$548K +10,065 New
CRWM
503
Castle Rock Wealth Management
California
$547K -$32.9K -599 -6%
CL
504
Choreo LLC
Illinois
$543K +$56.5K +1,039 +12%
SF
505
Synovus Financial
Georgia
$535K +$47.3K +869 +10%
SFP
506
Shepherd Financial Partners
Massachusetts
$534K +$21.8K +400 +4%
MWM
507
Marion Wealth Management
Pennsylvania
$532K -$77.6K -1,427 -13%
TM
508
TigerOak Management
New Mexico
$530K +$18.7K +343 +4%
NFP
509
Narus Financial Partners
Utah
$528K +$155K +2,850 +42%
Bank of Montreal
510
Bank of Montreal
Ontario, Canada
$528K -$4.84K -89 -0.9%
PCM
511
Pennsylvania Capital Management
Pennsylvania
$527K +$18.7K +343 +4%
SPWG
512
Syntegra Private Wealth Group
Missouri
$527K +$527K +9,680 New
CAM
513
Cozad Asset Management
Illinois
$526K +$25.8K +474 +5%
VCP
514
Verus Capital Partners
Arizona
$523K +$47.3K +869 +10%
Northern Trust
515
Northern Trust
Illinois
$519K +$206K +3,780 +66%
YWS
516
Yarger Wealth Strategies
Ohio
$518K +$84.7K +1,557 +20%
TSMHT
517
Thurston Springer Miller Herd & Titak
Indiana
$513K -$84.8K -1,558 -14%
Qube Research & Technologies (QRT)
518
Qube Research & Technologies (QRT)
United Kingdom
$512K -$538K -9,889 -51%
CIBC World Market
519
CIBC World Market
Ontario, Canada
$509K +$223K +4,105 +78%
FFS
520
Fortress Financial Solutions
Arizona
$494K +$494K +9,079 New
WP
521
Wealthspan Partners
Iowa
$494K +$81.4K +1,497 +20%
ARC
522
Advisor Resource Council
Texas
$487K -$9.1M -167,333 -95%
RFN
523
RDA Financial Network
Iowa
$487K +$487K +8,945 New
CAM
524
Columbia Asset Management
Michigan
$481K
ATPW
525
Ashton Thomas Private Wealth
Arizona
$476K +$117K +2,148 +32%