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JPMorgan Nasdaq Equity Premium Income ETF

786 hedge funds and large institutions have $9.07B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 409 increasing their positions, 207 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+16
Holders Change %
+2.08%
% of All Funds
10.54%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.56%
New
103
Increased
409
Reduced
207
Closed
68
Calls
$73M
Puts
$35.6M
Net Calls
+$37.4M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CPRC
601
Consolidated Portfolio Review Corp
New York
$289K +$69.1K +1,270 +31%
TI
602
Trexquant Investment
Connecticut
$288K +$288K +5,297 New
LFS
603
Legacy Financial Strategies
Kansas
$283K -$14.7K -270 -5%
ML
604
McAdam LLC
Pennsylvania
$283K -$166K -3,057 -37%
EWA
605
EverSource Wealth Advisors
Alabama
$282K -$357K -6,565 -56%
BWA
606
Blodgett Wealth Advisors
California
$280K -$68K -1,250 -20%
CAGAS
607
Capital Advisory Group Advisory Services
Minnesota
$277K -$13.6K -250 -5%
CAM
608
Costello Asset Management
Pennsylvania
$276K -$36.8K -676 -12%
III
609
Independent Investors Inc
New York
$274K
WCM
610
Winebrenner Capital Management
Kentucky
$274K +$23.1K +425 +9%
SFA
611
Sequoia Financial Advisors
Ohio
$273K -$453K -8,335 -62%
GIA
612
Guyasuta Investment Advisors
Pennsylvania
$272K
EWM
613
Evercore Wealth Management
New York
$272K +$272K +5,000 New
PP
614
Patron Partners
Texas
$267K +$1.03K +19 +0.4%
FWA
615
FSC Wealth Advisors
New York
$265K -$5.17K -95 -2%
C
616
Certuity
Florida
$265K +$32.6K +600 +14%
MHWM
617
Montz Harcus Wealth Management
Louisiana
$263K +$263K +4,842 New
CT
618
Clearstead Trust
Maine
$263K +$263K +4,833 New
FGG
619
Financial Guidance Group
Florida
$261K -$30.7K -565 -11%
CJ
620
Caitlin John
Michigan
$261K +$8K +147 +3%
RCA
621
Runnymede Capital Advisors
Ohio
$257K -$710K -13,058 -73%
PSFG
622
Park Square Financial Group
Georgia
$256K -$32.6K -600 -11%
M&T Bank
623
M&T Bank
New York
$255K
FFM
624
Forum Financial Management
Illinois
$255K +$11.4K +209 +5%
CG
625
CFO4Life Group
Texas
$254K +$2.88K +53 +1%