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JPMorgan Nasdaq Equity Premium Income ETF

770 hedge funds and large institutions have $7.82B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 440 increasing their positions, 164 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
770
Holders Change
+25
Holders Change %
+3.36%
% of All Funds
10.46%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.65%
New
100
Increased
440
Reduced
164
Closed
59
Calls
$35.1M
Puts
$34.1M
Net Calls
+$963K
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Shares
Change %
MS
51
Madden Securities
Texas
$19.3M +$2.19M +42,220 +13%
PCIA
52
Prime Capital Investment Advisors
Kansas
$19M +$654K +12,625 +4%
CA
53
Cornerstone Advisory
Maryland
$18.1M +$1.59M +30,909 +10%
GL
54
Graypoint LLC
New York
$15.8M +$450K +8,681 +3%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$15.7M +$1.54M +29,676 +11%
SHFP
56
Second Half Financial Partners
Florida
$15.7M -$1.88M -36,295 -11%
MFGM
57
Marshall Financial Group (Maryland)
Maryland
$15.5M +$101K +1,941 +0.7%
WHG
58
Westwood Holdings Group
Texas
$15.4M +$27.5K +531 +0.2%
LJCM
59
Lee Johnson Capital Management
Texas
$15.4M -$155K -2,997 -1%
NA
60
NewEdge Advisors
Louisiana
$15.2M -$3.57M -68,967 -19%
BDWCC
61
B&D White Capital Company
Texas
$14.9M +$14.9M +287,752 New
EIP
62
Ellis Investment Partners
Pennsylvania
$13.7M +$577K +11,140 +4%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$13.5M +$4.79M +92,543 +55%
BCI
64
Brinker Capital Investments
Pennsylvania
$12.9M +$728K +14,050 +6%
OPS
65
Orion Portfolio Solutions
Nebraska
$12.9M +$728K +14,050 +6%
EIA
66
Eldridge Investment Advisors
New Hampshire
$12.7M -$263K -5,081 -2%
ATC
67
Argent Trust Co
Tennessee
$12.3M +$185K +3,570 +2%
WA
68
Waverly Advisors
Alabama
$12.3M +$2.35M +45,409 +24%
EWS
69
Evergreen Wealth Solutions
Pennsylvania
$11.7M -$1.33M -25,685 -10%
MW
70
MBL Wealth
North Carolina
$11.7M +$220K +4,245 +2%
FPGK
71
Financial Partners Group (Kansas)
Kansas
$11.4M +$1.94M +37,463 +21%
CFS
72
Compass Financial Services
Iowa
$11.4M +$8.54M +164,998 +300%
HIP
73
HUB Investment Partners
Texas
$11.3M +$2.24M +43,329 +25%
GS
74
GWN Securities
Florida
$11.3M +$10.5M +200,123 +1,352%
TWM
75
Tradition Wealth Management
Minnesota
$11.2M +$932K +17,994 +9%