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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
CAM
726
Creekmur Asset Management
Illinois
$37.5K +$891 +16 +2%
CA
727
CoreCap Advisors
Michigan
$37.3K +$780 +14 +2%
HWA
728
Heritage Wealth Advisors
Virginia
$37.1K
SW
729
SVB Wealth
Massachusetts
$36.4K +$39.2K +703 New
FDW
730
Fourth Dimension Wealth
Ohio
$35.4K +$14.2K +255 +60%
CAWM
731
Capital A Wealth Management
Pennsylvania
$35K +$8.52K +153 +29%
HBW
732
Hazlett, Burt & Watson
West Virginia
$35K -$3.23K -58 -8%
MWM
733
Mascoma Wealth Management
New Hampshire
$33.7K +$36.2K +650 New
VNA
734
Valley National Advisers
Pennsylvania
$30K +$17K +306 +111%
AWM
735
AllSquare Wealth Management
New York
$26K +$13.4K +240 +92%
OSAM
736
O'Shaughnessy Asset Management
Connecticut
$25.9K +$613 +11 +2%
APW
737
Atlantic Private Wealth
North Carolina
$25.9K
FFWM
738
Future Financial Wealth Management
Ohio
$25.9K +$27.9K +500 New
SIC
739
SJS Investment Consulting
Ohio
$25.4K
FPF
740
First Pacific Financial
Washington
$24.6K +$26.5K +475 New
CNBT
741
Cornerstone National Bank & Trust
Illinois
$23.8K
SL
742
Salomon & Ludwin
Virginia
$22.5K -$5.24K -94 -18%
BFP
743
Briaud Financial Planning
Texas
$21K
Q1WB
744
Quest 10 Wealth Builders
Virginia
$20.8K +$22.4K +402 New
ADL
745
Asset Dedication LLC
California
$17.6K +$1.39K +25 +8%
AC
746
AlphaCore Capital
California
$16.9K +$18.2K +326 New
MWA
747
Miller Wealth Advisors
Colorado
$16.8K +$18K +324 New
MSWM
748
Mowery & Schoenfeld Wealth Management
Illinois
$15.6K +$16.8K +301 New
Barclays
749
Barclays
United Kingdom
$15K
RF
750
Rossby Financial
Florida
$12.1K +$13.2K +237 New