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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
M&T Bank
626
M&T Bank
New York
$243K +$261K +4,684 New
AAP
627
Arax Advisory Partners
Colorado
$241K +$260K +4,661 New
FA
628
Fountainhead AM
New Jersey
$241K
CJ
629
Caitlin John
Michigan
$240K +$84.3K +1,514 +48%
LPAM
630
Lodestar Private Asset Management
California
$240K
CG
631
CFO4Life Group
Texas
$239K -$151K -2,709 -37%
WCM
632
Winebrenner Capital Management
Kentucky
$239K
ACM
633
AlphaStar Capital Management
North Carolina
$237K -$2.2M -39,491 -90%
MSFS
634
Main Street Financial Solutions
Pennsylvania
$237K -$289K -5,187 -53%
CAAS
635
Capital Asset Advisory Services
Michigan
$236K -$497K -8,925 -66%
GSEP
636
Golden State Equity Partners
California
$236K +$50K +898 +25%
DAS
637
Diversify Advisory Services
Utah
$235K +$255K +4,586 New
SB
638
Strategic Blueprint
Georgia
$234K +$31.5K +565 +14%
CCM
639
Coldstream Capital Management
Washington
$232K +$13.4K +241 +6%
FFM
640
Forum Financial Management
Illinois
$232K +$25.3K +454 +11%
BFG
641
Berger Financial Group
Minnesota
$230K +$5.74K +103 +2%
OPWM
642
Oregon Pacific Wealth Management
Oregon
$227K +$10.5K +189 +4%
DCM
643
Dudley Capital Management
Virginia
$227K +$244K +4,375 New
TP
644
Tranquility Partners
Tennessee
$226K -$10.3K -185 -4%
GHA
645
Granite Harbor Advisors
Texas
$224K +$5.9K +106 +3%
WMP
646
Wealth Management Partners
Arizona
$224K +$241K +4,321 New
TF
647
Tompkins Financial
New York
$223K
WSCM
648
Wellington Shields Capital Management
New York
$223K
C
649
Certuity
Florida
$221K +$1.84K +33 +0.8%
CTC
650
Central Trust Company
Missouri
$221K +$65.2K +1,171 +38%