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JPMorgan Nasdaq Equity Premium Income ETF

951 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, 484 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 (+$73.5M)

1.26% less ownership

Funds ownership: 31.61%30.36% (-1.3%)

2% less funds holding in top 10

Funds holding in top 10: 4645 (-1)

Holders
951
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
OCM
901
Osbon Capital Management
Massachusetts
$14.6K
VR
902
Vision Retirement
New Jersey
$14.4K
MWA
903
Merkkuri Wealth Advisors
New York
$14.3K
Allspring Global Investments
904
Allspring Global Investments
North Carolina
$13.8K
RF
905
Rossby Financial
Florida
$13.2K
UFPG
906
United Financial Planning Group
New York
$13.1K
MGI
907
Miller Global Investments
Texas
$11.4K
GPFA
908
Game Plan Financial Advisors
Ohio
$11.1K
TPWA
909
Twin Peaks Wealth Advisors
California
$11.1K
CFSG
910
Community Financial Services Group
Vermont
$11.1K
AW
911
Avion Wealth
Texas
$11K
GGI
912
Godsey & Gibb Inc
Virginia
$10.7K
PWA
913
Physician Wealth Advisors
Utah
$10.3K
Qube Research & Technologies (QRT)
914
Qube Research & Technologies (QRT)
United Kingdom
$9.94K
SC
915
Stance Capital
Massachusetts
$9.94K
DWA
916
Delos Wealth Advisors
Texas
$9.77K
CI
917
CX Institutional
Indiana
$9K
FPB
918
First PREMIER Bank
South Dakota
$8K
OA
919
Operose Advisors
Wisconsin
$7.55K
SC
920
Swan Capital
Florida
$7.5K
MPG
921
My Portfolio Guide
California
$6.66K
MSFP
922
Mark Sheptoff Financial Planning
Connecticut
$6.25K
CAM
923
Costello Asset Management
Pennsylvania
$5.75K
FC
924
Financial Consulate
Maryland
$5.55K
AP
925
Aspect Partners
Virginia
$5.55K