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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
MS
51
Madden Securities
Texas
$19.3M +$2.35M +42,220 +13%
PCIA
52
Prime Capital Investment Advisors
Kansas
$19M +$703K +12,625 +4%
CA
53
Cornerstone Advisory
Maryland
$18.1M +$1.72M +30,909 +10%
GL
54
Graypoint LLC
New York
$15.8M +$484K +8,681 +3%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$15.7M +$1.65M +29,676 +11%
SHFP
56
Second Half Financial Partners
Florida
$15.7M -$2.02M -36,295 -11%
MFGM
57
Marshall Financial Group (Maryland)
Maryland
$15.5M +$108K +1,941 +0.7%
WHG
58
Westwood Holdings Group
Texas
$15.4M +$29.6K +531 +0.2%
IFG
59
Independent Financial Group
California
$15.4M -$2.08M -37,306 -11%
LJCM
60
Lee Johnson Capital Management
Texas
$15.4M -$167K -2,997 -1%
NA
61
NewEdge Advisors
Louisiana
$15.2M -$3.84M -68,967 -19%
BDWCC
62
B&D White Capital Company
Texas
$14.9M +$16M +287,752 New
EIP
63
Ellis Investment Partners
Pennsylvania
$13.7M +$621K +11,140 +4%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$13.5M +$5.15M +92,543 +55%
BCI
65
Brinker Capital Investments
Pennsylvania
$12.9M +$783K +14,050 +6%
OPS
66
Orion Portfolio Solutions
Nebraska
$12.9M +$783K +14,050 +6%
EIA
67
Eldridge Investment Advisors
New Hampshire
$12.7M -$283K -5,081 -2%
APW
68
Aventura Private Wealth
Florida
$12.6M +$3.29M +59,047 +32%
ATC
69
Argent Trust Co
Tennessee
$12.3M +$199K +3,570 +2%
WA
70
Waverly Advisors
Alabama
$12.3M +$2.53M +45,409 +24%
EWS
71
Evergreen Wealth Solutions
Pennsylvania
$11.7M -$1.43M -25,685 -10%
MW
72
MBL Wealth
North Carolina
$11.7M +$236K +4,245 +2%
FPGK
73
Financial Partners Group (Kansas)
Kansas
$11.4M +$2.09M +37,463 +21%
CFS
74
Compass Financial Services
Iowa
$11.4M +$9.19M +164,998 +300%
HIP
75
HUB Investment Partners
Texas
$11.3M +$2.41M +43,329 +25%