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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
PFS
76
Prospera Financial Services
Texas
$11.9M +$1.14M +19,714 +10%
RIL
77
Rothschild Investment LLC
Illinois
$11.8M +$535K +9,255 +5%
UCFA
78
United Capital Financial Advisors
Texas
$11.8M +$995K +17,206 +9%
MCIA
79
Mountain Capital Investment Advisors
Colorado
$11.7M -$761K -13,159 -6%
USCWA
80
U.S. Capital Wealth Advisors
Texas
$11.7M +$1.59M +27,481 +15%
HNB
81
Huntington National Bank
Ohio
$11.7M +$6.76M +116,944 New
KPWS
82
Kestra Private Wealth Services
Texas
$11.5M -$317K -5,490 -3%
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$11.5M +$5.94M +102,681 +99%
CA
84
Cambridge Advisors
Nebraska
$11.4M -$136K -2,350 -1%
VVP
85
Venture Visionary Partners
Ohio
$11.2M +$1.01M +17,451 +9%
PF
86
Prota Financial
Texas
$11.2M -$94.2K -1,629 -0.8%
BRWM
87
Blue Rock Wealth Management
North Carolina
$11M +$615K +10,633 +6%
BFA
88
Beacon Financial Advisory
Ohio
$10.9M -$17.1K -296 -0.2%
SCS
89
Southern Capital Services
Alabama
$10.7M +$448K +7,740 +4%
EIA
90
Eldridge Investment Advisors
New Hampshire
$10.6M +$42.3K +731 +0.4%
IP
91
Indivisible Partners
Florida
$10.4M +$3.78M +65,433 +54%
IWC
92
Integrated Wealth Concepts
Massachusetts
$10.4M +$4.85M +83,856 +81%
MAM
93
Morse Asset Management
Connecticut
$9.85M +$1.38M +23,872 +16%
MOS
94
MGO One Seven
Ohio
$9.64M -$145K -2,506 -1%
AWM
95
Avior Wealth Management
Nebraska
$9.35M +$3.21M +55,566 +49%
BPA
96
Beacon Pointe Advisors
California
$9.25M +$2.61M +45,169 +37%
CWM
97
Cornerstone Wealth Management
Missouri
$8.96M +$495K +8,563 +6%
AWMG
98
ADG Wealth Management Group
Louisiana
$8.89M +$611K +10,560 +7%
CBA
99
Coastal Bridge Advisors
Connecticut
$8.84M -$17.8K -308 -0.2%
AWA
100
Arkadios Wealth Advisors
Georgia
$8.83M +$3.82M +66,076 +71%