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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 %
AQR Capital Management
551
AQR Capital Management
Connecticut
$371K -$548K -10,574 -60%
BWP
552
BlueStem Wealth Partners
Minnesota
$371K +$371K +7,166 New
ACG
553
Allen Capital Group
Nebraska
$370K +$175K +3,383 +90%
CPA
554
Cathy Pareto & Associates
Florida
$368K +$368K +7,100 New
MW
555
Marcum Wealth
Ohio
$365K +$36.2K +699 +11%
SAM
556
Seelaus Asset Management
New Jersey
$364K -$54.9K -1,061 -13%
EGWAG
557
Elwood & Goetz Wealth Advisory Group
Georgia
$355K +$355K +6,860 New
NFP
558
Narus Financial Partners
Utah
$355K +$23.3K +450 +7%
FA
559
Fortis Advisors
Pennsylvania
$349K -$23.2K -448 -6%
JSW
560
Journey Strategic Wealth
New Jersey
$348K +$55.4K +1,069 +19%
CWM
561
Cornerstone Wealth Management
Missouri
$347K -$5.64K -109 -2%
ATPW
562
Ashton Thomas Private Wealth
Arizona
$342K -$89.9K -1,737 -21%
BWM
563
Birchcreek Wealth Management
Ohio
$339K -$71.7K -1,384 -17%
PCS
564
Personal CFO Solutions
New Jersey
$334K +$22.4K +433 +7%
IA
565
IAM Advisory
Pennsylvania
$334K +$20K +386 +6%
BWA
566
Blodgett Wealth Advisors
California
$331K +$331K +6,400 New
PCA
567
Prosperity Capital Advisors
Ohio
$328K +$17.8K +344 +6%
EM
568
ELCO Management
New York
$326K +$10.4K +200 +3%
BAAM
569
Baker Avenue Asset Management
California
$322K
S
570
SignatureFD
Georgia
$318K +$208K +4,020 +189%
PTC
571
Private Trust Company
Ohio
$318K -$218K -4,216 -41%
AAG
572
Armstrong Advisory Group
Massachusetts
$316K
STA
573
Summit Trail Advisors
New York
$315K +$52.5K +1,014 +20%
LPT
574
Legacy Private Trust
Wisconsin
$314K +$314K +6,065 New
CWP
575
Cyndeo Wealth Partners
Florida
$314K -$103K -1,993 -25%