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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, 490 increasing their positions, 261 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 261

66% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 64

39% more call options, than puts

Call options by funds: $111M | Put options by funds: $80.1M

3% more funds holding

Funds holding: 936961 (+25)

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
+25
Holders Change %
+2.67%
% of All Funds
11.84%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.59%
New
106
Increased
490
Reduced
261
Closed
64
Calls
$111M
Puts
$80.1M
Net Calls
+$30.9M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CMP
951
Coston McIsaac & Partners
Maine
$2K
AA
952
Ancora Advisors
Ohio
$1.89K +$1.97K +34 New
MHIP
953
Mountain Hill Investment Partners
New Jersey
$1.83K +$58 +1 +3%
PWM
954
Proathlete Wealth Management
Florida
$1.52K +$694 +12 +80%
VEA
955
Virtus ETF Advisers
New York
$1.11K -$983 -17 -46%
PUI
956
Purpose Unlimited Inc
$1.05K
SA
957
Scarborough Advisors
Maryland
$1.05K
PSFG
958
Park Square Financial Group
Georgia
$1K +$1.04K +18 New
LB
959
Legacy Bridge
Iowa
$833
BHWM
960
Bay Harbor Wealth Management
Maryland
$277 +$289 +5 New
MDCM
961
Morgan Dempsey Capital Management
Wisconsin
$149 -$7.29K -126 -98%
BCMIO
962
Beacon Capital Management Inc (Ohio)
Ohio
$20 -$58 -1 Closed
Janney Montgomery Scott
963
Janney Montgomery Scott
Pennsylvania
-$65.1M -1,119,736 Closed
PAS
964
Park Avenue Securities
New York
-$11.9M -205,600 Closed
AIA
965
AssuredPartners Investment Advisors
Florida
-$3.55M -61,037 Closed
GAA
966
Global Assets Advisory
Florida
-$2.97M -51,128 Closed
LA
967
Lifeworks Advisors
Michigan
-$2.45M -42,096 Closed
IFWM
968
Institute for Wealth Management
Colorado
-$2.19M -37,617 Closed
OC
969
Opal Capital
Florida
-$1.76M -33,755 Closed
NI
970
NCP Inc
California
-$1.87M -32,164 Closed
IA
971
IFG Advisory
Georgia
-$1.8M -30,950 Closed
CAS
972
Coppell Advisory Solutions
Texas
-$1.8M -30,533 Closed
AFS
973
Anderson Financial Strategies
Ohio
-$1.73M -29,815 Closed
CPW
974
Cogent Private Wealth
Florida
-$1.29M -22,211 Closed
HWA
975
Hilltop Wealth Advisors
North Carolina
-$964K -16,579 Closed