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JPMorgan Nasdaq Equity Premium Income ETF

948 hedge funds and large institutions have $10.2B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 482 increasing their positions, 260 reducing their positions, and 63 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:

1% more capital invested

Capital invested by funds: $10.2B → $10.2B (+$71.7M)

1.26% less ownership

Funds ownership: 31.61%30.35% (-1.3%)

2% less funds holding in top 10

Funds holding in top 10: 4645 (-1)

Holders
948
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
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
FIT
651
Financially in Tune
Massachusetts
$394K
DWM
652
Dakota Wealth Management
Florida
$391K
CWP
653
Cyndeo Wealth Partners
Florida
$391K
NA
654
Nordwand Advisors
Pennsylvania
$390K
CAG
655
Curtis Advisory Group
California
$390K
LWMM
656
Legacy Wealth Management (Mississippi)
Mississippi
$388K
EA
657
Ergawealth Advisors
Illinois
$387K
BF
658
Benchmark Financial
Delaware
$387K
SFG
659
Socha Financial Group
New York
$387K
AIM
660
Advyzon Investment Management
Illinois
$387K
CAMG
661
CWA Asset Management Group
Florida
$387K
VHAM
662
Van Hulzen Asset Management
California
$386K
TWM
663
TCFG Wealth Management
California
$385K
TIA
664
TCFG Investment Advisors
California
$385K
KPWG
665
KFA Private Wealth Group
Virginia
$383K
MA
666
Mosaic Advisors
Texas
$376K
PCM
667
Pointe Capital Management
Michigan
$376K
CTC
668
Central Trust Company
Missouri
$374K
OCA
669
OpenArc Corporate Advisory
Georgia
$373K
MWM
670
Mascagni Wealth Management
Mississippi
$362K
MBT
671
Montecito Bank & Trust
California
$358K
KFP
672
Kerr Financial Planning
California
$357K
SFG
673
SevenBridge Financial Group
Pennsylvania
$357K
AFA
674
Arlington Financial Advisors
California
$355K
BWA
675
Blodgett Wealth Advisors
California
$353K