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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 %
MBT
526
Montecito Bank & Trust
California
$442K
CCB
527
Country Club Bank
Missouri
$439K -$133K -2,560 -23%
FA
528
Fermata Advisors
California
$434K +$104K +2,017 +32%
KFA
529
Kapstone Financial Advisors
Ohio
$434K +$228K +4,400 +111%
AGP
530
Autumn Glory Partners
Texas
$432K
CFG
531
Citizens Financial Group
Rhode Island
$428K +$428K +8,268 New
ML
532
McAdam LLC
Pennsylvania
$427K +$27.8K +537 +7%
KCFA
533
Key Client Fiduciary Advisors
New Jersey
$426K +$147K +2,843 +53%
LA
534
Lifeworks Advisors
Michigan
$425K -$1.04K -20 -0.2%
BWP
535
Balboa Wealth Partners
Arizona
$422K +$26.5K +511 +7%
SIS
536
Sound Income Strategies
Florida
$414K +$145K +2,808 +54%
SEP
537
Southland Equity Partners
Missouri
$414K -$243K -4,696 -37%
YWS
538
Yarger Wealth Strategies
Ohio
$412K +$412K +7,957 New
IIA
539
IPG Investment Advisors
California
$409K +$74.3K +1,435 +22%
MCM
540
Mendel Capital Management
Arkansas
$407K
MWM
541
Modera Wealth Management
New Jersey
$403K +$403K +7,790 New
CAM
542
Concorde Asset Management
Michigan
$403K +$97.3K +1,920 +32%
WP
543
Wealthspan Partners
Iowa
$393K +$172K +3,328 +78%
CLA
544
Carnegie Lake Advisors
New Jersey
$389K +$8.02K +155 +2%
FAG
545
Fortitude Advisory Group
Washington
$388K +$878 +18 +0.2%
BAG
546
Bridgewealth Advisory Group
California
$383K -$1.26M -24,238 -77%
SIAG
547
Safeguard Investment Advisory Group
California
$381K +$381K +7,364 New
GWP
548
Gateway Wealth Partners
Wisconsin
$381K +$102K +1,977 +37%
SC
549
Searle & Co
Connecticut
$379K
PCM
550
Pointe Capital Management
Michigan
$379K +$379K +7,320 New