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JPMorgan Nasdaq Equity Premium Income ETF

961 hedge funds and large institutions have $10.3B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 489 increasing their positions, 262 reducing their positions, and 64 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:

2% more funds holding in top 10

Funds holding in top 10: 4748 (+1)

1% more capital invested

Capital invested by funds: $10.2B → $10.3B (+$139M)

1.14% less ownership

Funds ownership: 31.63%30.5% (-1.1%)

Holders
961
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
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
MWM
626
Marion Wealth Management
Pennsylvania
$466K
WJWM
627
Williams Jones Wealth Management
New York
$464K
WIC
628
Woodmont Investment Counsel
Tennessee
$463K
RWA
629
Redhawk Wealth Advisors
Minnesota
$449K
CLA
630
Carnegie Lake Advisors
New Jersey
$446K
RIS
631
Richmond Investment Services
Wisconsin
$446K
GS
632
GWN Securities
Florida
$443K
WP
633
WealthShield Partners
North Carolina
$440K
TWP
634
Triad Wealth Partners
Kansas
$437K
TWM
635
Triton Wealth Management
Arizona
$436K
FPAS
636
Focus Partners Advisor Solutions
Missouri
$436K
MWM
637
Modera Wealth Management
New Jersey
$435K
BFG
638
Beacon Financial Group
Texas
$433K
HIS
639
Harvest Investment Services
Illinois
$432K
AO
640
Advisor OS
Illinois
$426K
WIM
641
Westside Investment Management
California
$425K
JFG
642
Jefferies Financial Group
New York
$424K
KFGK
643
Keystone Financial Group (Kentucky)
Kentucky
$423K
MIC
644
Means Investment Company
Maine
$420K
PCA
645
Private Capital Advisors
Connecticut
$419K
GCM
646
Gables Capital Management
Florida
$418K
FA
647
Fortis Advisors
Pennsylvania
$418K
GGS
648
Galvin Gaustad & Stein
Arizona
$416K
UB
649
UMB Bank
Missouri
$416K
SC
650
Searle & Co
Connecticut
$416K