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JPMorgan Nasdaq Equity Premium Income ETF

948 hedge funds and large institutions have $10.2B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 482 increasing their positions, 260 reducing their positions, and 63 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:

1% more capital invested

Capital invested by funds: $10.2B → $10.2B (+$71.7M)

1.26% less ownership

Funds ownership: 31.61%30.35% (-1.3%)

2% less funds holding in top 10

Funds holding in top 10: 4645 (-1)

Holders
948
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
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
MA
801
MONECO Advisors
Connecticut
$228K
BWMG
802
Barnes Wealth Management Group
California
$226K
CBU
803
CIBC Bancorp USA
Illinois
$226K
ACM
804
Alessandra Capital Management
California
$225K
FFM
805
Forum Financial Management
Illinois
$223K
RWP
806
Ridgecrest Wealth Partners
California
$222K
SP
807
Sequent Planning
Nebraska
$220K
CPWL
808
Coquina Private Wealth LLC
Florida
$220K
WG
809
Welch Group
Alabama
$219K
AA
810
Aire Advisors
California
$219K
GWM
811
Goldenstone Wealth Management
California
$218K
SQA
812
Simon Quick Advisors
New Jersey
$216K
T
813
Tidemark
California
$212K
WFA
814
Websterrogers Financial Advisors
South Carolina
$211K
HWM
815
Howard Wealth Management
Connecticut
$210K
XF
816
XML Financial
Maryland
$208K
FF
817
Friday Financial
Iowa
$207K
CJ
818
Caitlin John
Michigan
$205K
LWM
819
LJI Wealth Management
Indiana
$203K
CG
820
CFO4Life Group
Texas
$201K
CT
821
Colonial Trust
South Carolina
$200K
AW
822
Ankerstar Wealth
Texas
$196K
MSWA
823
Marshall & Sterling Wealth Advisors
New York
$195K
BL
824
BFSG LLC
California
$181K
CA
825
Centerpoint Advisors
Massachusetts
$171K