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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
CAWM
801
Capital Advisors Wealth Management
Washington
-$466K -8,261 Closed
HIS
802
Harvest Investment Services
Illinois
-$454K -8,061 Closed
LWMM
803
Legacy Wealth Management (Mississippi)
Mississippi
-$453K -8,037 Closed
CFGS
804
Concourse Financial Group Securities
Alabama
-$465K -8,013 Closed
Belvedere Trading
805
Belvedere Trading
Illinois
-$409K -7,336 Closed
CWA
806
Clarus Wealth Advisors
Arizona
-$353K -6,319 Closed
PAMG
807
Patton Albertson Miller Group
Tennessee
-$338K -6,000 Closed
VBFG
808
Vishria Bird Financial Group
Tennessee
-$305K -5,410 Closed
BIP
809
Blueprint Investment Partners
North Carolina
-$254K -4,500 Closed
SWP
810
Sagespring Wealth Partners
Tennessee
-$231K -4,103 Closed
APW
811
Aurora Private Wealth
New Jersey
-$222K -3,930 Closed
MTWM
812
Masso Torrence Wealth Management
New Jersey
-$220K -3,905 Closed
DWT
813
Dorsey & Whitney Trust
South Dakota
-$214K -3,804 Closed
ZIM
814
Zacks Investment Management
Illinois
-$213K -3,773 Closed
SW
815
SkyOak Wealth
Michigan
-$211K -3,750 Closed
CWA
816
Canvas Wealth Advisors
Kansas
-$212K -3,736 Closed
TL
817
Tradewinds LLC
North Carolina
-$209K -3,629 Closed
RAS
818
RPS Advisory Solutions
Kentucky
-$204K -3,616 Closed
SFG
819
Sovereign Financial Group
Connecticut
-$202K -3,580 Closed
GP
820
Greenline Partners
New York
-$131K -2,323 Closed
GGI
821
Godsey & Gibb Inc
Virginia
-$85.5K -1,516 Closed
BBHC
822
Brown Brothers Harriman & Co
New York
-$71K -1,260 Closed
FCAS
823
First Command Advisory Services
Texas
-$61.7K -1,095 Closed
JFGIW
824
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$57.5K -1,000 Closed
RCM
825
Ravenstone Capital Management
-$56.4K -1,000 Closed