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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
GIA
801
Gateway Investment Advisers
Ohio
$233K
MHFA
802
Mission Hills Financial Advisory
California
$233K
QFA
803
Quattro Financial Advisors
Texas
$232K
AWA
804
Acorn Wealth Advisors
Michigan
$232K
DWT
805
Dorsey & Whitney Trust
South Dakota
$231K
CS
806
Capital Square
Tennessee
$230K
VAS
807
Valicenti Advisory Services
New York
$230K
WFP
808
Welch Financial Planning
Colorado
$230K
VCM
809
Virtue Capital Management
Tennessee
$230K
LWAM
810
Legacy Wealth Asset Management
Minnesota
$229K
FM
811
Family Management
New York
$228K
MA
812
MONECO Advisors
Connecticut
$228K
BWMG
813
Barnes Wealth Management Group
California
$226K
CBU
814
CIBC Bancorp USA
Illinois
$226K
ACM
815
Alessandra Capital Management
California
$225K
FFM
816
Forum Financial Management
Illinois
$223K
RWP
817
Ridgecrest Wealth Partners
California
$222K
SP
818
Sequent Planning
Nebraska
$220K
CPWL
819
Coquina Private Wealth LLC
Florida
$220K
WG
820
Welch Group
Alabama
$219K
AA
821
Aire Advisors
California
$219K
GWM
822
Goldenstone Wealth Management
California
$218K
SQA
823
Simon Quick Advisors
New Jersey
$216K
T
824
Tidemark
California
$212K
WFA
825
Websterrogers Financial Advisors
South Carolina
$211K