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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
WTC
826
WhitTier Trust Company
Nevada
$166K
WAS
827
Winch Advisory Services
Wisconsin
$163K
VWA
828
VSM Wealth Advisory
Maryland
$159K
GSEP
829
Golden State Equity Partners
California
$130K
BWL
830
Bogart Wealth LLC
Virginia
$129K
RFA
831
Reyes Financial Architecture
California
$128K
MAS
832
MPWM Advisory Solutions
Georgia
$128K
MWA
833
Medallion Wealth Advisors
Connecticut
$126K
VCM
834
Versant Capital Management
Arizona
$124K
GI
835
GAMMA Investing
California
$121K
IAAG
836
Innovative Asset Advisors Group
Connecticut
$119K
Citigroup
837
Citigroup
New York
$118K
SFG
838
Strive Financial Group
Indiana
$116K
KFAS
839
Keating Financial Advisory Services
Kansas
$114K
TSMHT
840
Thurston Springer Miller Herd & Titak
Indiana
$113K
B
841
Bayban
Minnesota
$107K
RWM
842
Rialto Wealth Management
New York
$105K
GK
843
Graney & King
New York
$102K
ACA
844
American Capital Advisory
Idaho
$101K
HCM
845
Hollencrest Capital Management
California
$95.8K
IWP
846
IAG Wealth Partners
Wisconsin
$95.2K
SWA
847
SOA Wealth Advisors
New York
$93.2K
PMFA
848
Plante Moran Financial Advisors
Michigan
$92.6K
GWM
849
Gilpin Wealth Management
Colorado
$90.5K
EWA
850
EverSource Wealth Advisors
Alabama
$88.7K