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JPMorgan Nasdaq Equity Premium Income ETF

783 hedge funds and large institutions have $7.87B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 445 increasing their positions, 167 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 167

70% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 60

4% more funds holding in top 10

Funds holding in top 10: 4749 (+2)

4% more funds holding

Funds holding: 754783 (+29)

3% more call options, than puts

Call options by funds: $35.1M | Put options by funds: $34.1M

1.83% less ownership

Funds ownership: 36.69%34.85% (-1.8%)

10% less capital invested

Capital invested by funds: $8.75B → $7.87B (-$883M)

Holders
783
Holders Change
+29
Holders Change %
+3.85%
% of All Funds
10.5%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
0.66%
New
102
Increased
445
Reduced
167
Closed
60
Calls
$35.1M
Puts
$34.1M
Net Calls
+$963K
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
551
Wealthspan Partners
Iowa
$393K +$185K +3,328 +78%
CLA
552
Carnegie Lake Advisors
New Jersey
$389K +$8.63K +155 +2%
FAG
553
Fortitude Advisory Group
Washington
$388K +$1K +18 +0.2%
BAG
554
Bridgewealth Advisory Group
California
$383K -$1.35M -24,238 -77%
SIAG
555
Safeguard Investment Advisory Group
California
$381K +$410K +7,364 New
GWP
556
Gateway Wealth Partners
Wisconsin
$381K +$110K +1,977 +37%
SC
557
Searle & Co
Connecticut
$379K
PCM
558
Pointe Capital Management
Michigan
$379K +$408K +7,320 New
AQR Capital Management
559
AQR Capital Management
Connecticut
$371K -$589K -10,574 -60%
BWP
560
BlueStem Wealth Partners
Minnesota
$371K +$399K +7,166 New
ACG
561
Allen Capital Group
Nebraska
$370K +$188K +3,383 +90%
VCP
562
Verus Capital Partners
Arizona
$368K +$28.9K +519 +8%
CPA
563
Cathy Pareto & Associates
Florida
$368K +$395K +7,100 New
MW
564
Marcum Wealth
Ohio
$365K +$38.9K +699 +11%
SAM
565
Seelaus Asset Management
New Jersey
$364K -$59.1K -1,061 -13%
EGWAG
566
Elwood & Goetz Wealth Advisory Group
Georgia
$355K +$382K +6,860 New
NFP
567
Narus Financial Partners
Utah
$355K +$25.1K +450 +7%
FA
568
Fortis Advisors
Pennsylvania
$349K -$25K -448 -6%
JSW
569
Journey Strategic Wealth
New Jersey
$348K +$59.5K +1,069 +19%
CWM
570
Cornerstone Wealth Management
Missouri
$347K -$6.07K -109 -2%
ATPW
571
Ashton Thomas Private Wealth
Arizona
$342K -$96.8K -1,737 -21%
BWM
572
Birchcreek Wealth Management
Ohio
$339K -$77.1K -1,384 -17%
PCS
573
Personal CFO Solutions
New Jersey
$334K +$24.1K +433 +7%
IA
574
IAM Advisory
Pennsylvania
$334K +$21.5K +386 +6%
BWA
575
Blodgett Wealth Advisors
California
$331K +$356K +6,400 New