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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 %
OSAM
651
O'Shaughnessy Asset Management
Connecticut
$224K +$196K +3,608 +720%
FM
652
Family Management
New York
$223K
CPBTD
653
Central Pacific Bank - Trust Division
Hawaii
$223K
CB
654
Commerce Bank
Missouri
$223K +$223K +4,100 New
HWM
655
HighMark Wealth Management
Minnesota
$222K +$123K +2,261 +124%
VAG
656
VisionPoint Advisory Group
Texas
$222K +$8.81K +162 +4%
BWMG
657
Barnes Wealth Management Group
California
$222K -$816 -15 -0.4%
WIC
658
Woodmont Investment Counsel
Tennessee
$221K +$925 +17 +0.4%
WFS
659
Walker Financial Services
Kentucky
$219K +$219K +4,023 New
RWP
660
Ridgecrest Wealth Partners
California
$218K
S
661
SignatureFD
Georgia
$218K -$117K -2,150 -35%
LMKC
662
L.M. Kohn & Company
Ohio
$216K +$216K +3,971 New
SFG
663
Sovereign Financial Group
Connecticut
$216K +$216K +3,970 New
WG
664
Welch Group
Alabama
$215K
BRG
665
Bay Rivers Group
Virginia
$213K +$2.72K +50 +1%
BFG
666
Berger Financial Group
Minnesota
$213K -$29.1K -535 -12%
CFP
667
Cascade Financial Partners
California
$211K
OWM
668
Orgel Wealth Management
Wisconsin
$209K +$209K +3,843 New
MQWP
669
Morey & Quinn Wealth Partners
Nebraska
$209K +$209K +3,840 New
DWT
670
Dorsey & Whitney Trust
South Dakota
$207K +$207K +3,804 New
TYCC
671
Texas Yale Capital Corp
Florida
$207K +$207K +3,800 New
SAM
672
Secure Asset Management
Michigan
$206K -$16.9K -311 -8%
WTC
673
WhitTier Trust Company
Nevada
$205K +$205K +3,770 New
SW
674
SkyOak Wealth
Michigan
$204K +$204K +3,750 New
FMN
675
Financial Management Network
California
$203K +$203K +3,757 New