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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
CWM
751
Crowley Wealth Management
Delaware
$10.4K
CWM
752
Consultiva Wealth Management
Puerto Rico
$10.4K +$11.1K +200 New
PWA
753
Physician Wealth Advisors
Utah
$9.63K
LFA
754
LGT Financial Advisors
Texas
$7.49K -$4.74K -85 -37%
MPWT
755
MassMutual Private Wealth & Trust
Connecticut
$7.15K +$3.73K +67 +94%
FPB
756
First PREMIER Bank
South Dakota
$7K
3IP
757
3Chopt Investment Partners
Virginia
$6.89K +$7.41K +133 New
MG
758
Mather Group
Illinois
$6.52K +$2K +36 +40%
MSG
759
Main Street Group
Virginia
$5.7K
MDCM
760
Morgan Dempsey Capital Management
Wisconsin
$5.28K +$3.56K +64 +168%
TCM
761
Tradewinds Capital Management
Washington
$5.18K
AP
762
Aspect Partners
Virginia
$5.18K +$5.57K +100 New
GC
763
Garde Capital
Washington
$5.18K +$5.57K +100 New
OP
764
ORG Partners
Indiana
$5.16K +$5.57K +100 New
AW
765
Avion Wealth
Texas
$5K
CSB
766
City State Bank
Iowa
$4.92K
BHWM
767
Beaird Harris Wealth Management
Texas
$4.87K +$5.24K +94 New
CWM
768
Centricity Wealth Management
Ohio
$4.66K
ABWM
769
Alpine Bank Wealth Management
Colorado
$4.4K +$4.74K +85 New
GA
770
GoalVest Advisory
New York
$4.35K
FMP
771
Financial Management Professionals
Texas
$3.73K
CAM
772
Chesapeake Asset Management
New York
$3.29K +$111 +2 +3%
SFA
773
Semmax Financial Advisors
North Carolina
$2.62K +$111 +2 +4%
CMP
774
Coston McIsaac & Partners
Maine
$2K +$2.56K +46 New
Kayne Anderson Rudnick Investment Management
775
Kayne Anderson Rudnick Investment Management
California
$1.85K +$1.95K +35 New