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JPMorgan Nasdaq Equity Premium Income ETF

948 hedge funds and large institutions have $10.2B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 482 increasing their positions, 260 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $10.2B → $10.2B (+$71.7M)

1.26% less ownership

Funds ownership: 31.61%30.35% (-1.3%)

2% less funds holding in top 10

Funds holding in top 10: 4645 (-1)

Holders
948
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$111M
Puts
$80.1M
Net Calls
Net Calls Change

Top Buyers

1 +$115M
2 +$65.5M
3 +$62.9M
4
Morgan Stanley
Morgan Stanley
New York
+$62.7M
5
Two Sigma Investments
Two Sigma Investments
New York
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
576
Orgel Wealth Management
Wisconsin
$555K
DWG
577
Darden Wealth Group
Michigan
$553K
NFP
578
Narus Financial Partners
Utah
$548K
NRI
579
NFP Retirement Inc
California
$546K
SFP
580
Shepherd Financial Partners
Massachusetts
$545K
SI
581
Stirlingshire Investments
New York
$544K
CFS
582
CRA Financial Services
New Jersey
$541K
MC
583
Matisse Capital
Oregon
$540K
IAA
584
Ironsides Asset Advisors
North Carolina
$536K
FSBI
585
Fearless Solutions (Best Invest)
Texas
$534K
OIM
586
Oder Investment Management
California
$532K
BWP
587
Balboa Wealth Partners
Arizona
$529K
PCA
588
Prosperity Capital Advisors
Ohio
$523K
SIM
589
Synergy Investment Management
Florida
$522K
PFG
590
Prosperity Financial Group
California
$518K
CPSAC
591
Chas P. Smith & Associates (CPS)
Florida
$517K
SL
592
Sentinus LLC
Illinois
$515K
SC
593
Soundwatch Capital
Connecticut
$513K
AFAS
594
Acorn Financial Advisory Services
Virginia
$510K
GBA
595
Garrison Bradford & Associates
New York
$509K
CFB
596
Cullen/Frost Bankers
Texas
$508K
III
597
Independent Investors Inc
New York
$506K
BAAM
598
Baker Avenue Asset Management
California
$506K
SFA
599
Sequoia Financial Advisors
Ohio
$505K
CIBC World Market
600
CIBC World Market
Ontario, Canada
$504K