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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
LFS
601
Legacy Financial Strategies
Kansas
$283K +$92.7K +1,665 +44%
FHA
602
Flagship Harbor Advisors
Massachusetts
$279K +$33.9K +609 +13%
CAG
603
Csenge Advisory Group
Florida
$278K -$3.4K -61 -1%
FGG
604
Financial Guidance Group
Florida
$278K
CAGAS
605
Capital Advisory Group Advisory Services
Minnesota
$277K +$86.8K +1,559 +41%
PSFG
606
Park Square Financial Group
Georgia
$274K +$41.8K +750 +16%
CIBC World Market
607
CIBC World Market
Ontario, Canada
$272K +$29.4K +527 +11%
RPGNY
608
Retirement Planning Group (New York)
New York
$268K +$3.73K +67 +1%
I
609
INVST
Indiana
$267K +$287K +5,156 New
VHAM
610
Van Hulzen Asset Management
California
$265K +$41.6K +746 +17%
LIG
611
Lokken Investment Group
Delaware
$264K +$50.4K +904 +22%
Bank of New York Mellon
612
Bank of New York Mellon
New York
$261K -$127K -2,279 -31%
III
613
Independent Investors Inc
New York
$261K +$281K +5,045 New
ZIG
614
Zuckerman Investment Group
Illinois
$260K +$947 +17 +0.3%
HH
615
Hilltop Holdings
Texas
$260K -$3.15M -56,506 -92%
GIA
616
Guyasuta Investment Advisors
Pennsylvania
$259K
FWA
617
FSC Wealth Advisors
New York
$257K -$23.1K -414 -8%
PP
618
Patron Partners
Texas
$253K +$272K +4,880 New
MMCM
619
Murphy & Mullick Capital Management
New York
$252K +$46.1K +827 +21%
SIM
620
Synergy Investment Management
Florida
$251K +$20.3K +364 +8%
BTD
621
BankPlus Trust Department
Mississippi
$250K +$217K +3,904 +420%
M1FG
622
Mach-1 Financial Group
Arkansas
$249K -$310K -5,565 -54%
GT
623
Greenleaf Trust
Michigan
$248K +$43.4K +780 +20%
CCA
624
Corps Capital Advisors
Texas
$245K +$5.57K +100 +2%
AP
625
Appleton Partners
Massachusetts
$244K +$33.4K +600 +15%