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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
CA
51
Cornerstone Advisory
Maryland
$21.5M
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$21.2M
KWM
53
Kingsview Wealth Management
Oregon
$21.2M
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$20.9M
TCM
55
Traynor Capital Management
Pennsylvania
$19.9M
SFG
56
SageGuard Financial Group
Tennessee
$19.6M
PCIA
57
Prime Capital Investment Advisors
Kansas
$18.7M
Wealthfront Advisers
58
Wealthfront Advisers
California
$18.4M
IFG
59
Independent Financial Group
California
$17.2M
PAM
60
PVG Asset Management
Colorado
$17.2M
Cerity Partners
61
Cerity Partners
New York
$17M
P
62
&Partners
Tennessee
$16.3M
WHG
63
Westwood Holdings Group
Texas
$16.2M
APW
64
Aventura Private Wealth
Florida
$15.4M
CWM
65
Centurion Wealth Management
Virginia
$14.8M
HWAM
66
Hennion & Walsh Asset Management
New Jersey
$13.6M
Citadel Advisors
67
Citadel Advisors
Florida
$13.5M
EWS
68
Evergreen Wealth Solutions
Pennsylvania
$13.1M
AAP
69
Arax Advisory Partners
Colorado
$12.6M
BCI
70
Brinker Capital Investments
Pennsylvania
$12.4M
KWA
71
Kingswood Wealth Advisors
California
$12.3M
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$12.1M
BWP
73
Bernardo Wealth Planning
Pennsylvania
$12M
ATC
74
Argent Trust Co
Tennessee
$12M
CFS
75
Compass Financial Services
Iowa
$12M