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JPMorgan Nasdaq Equity Premium Income ETF

783 hedge funds and large institutions have $7.87B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 445 increasing their positions, 167 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 167

70% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 60

4% more funds holding in top 10

Funds holding in top 10: 4749 (+2)

4% more funds holding

Funds holding: 754783 (+29)

3% more call options, than puts

Call options by funds: $35.1M | Put options by funds: $34.1M

1.83% less ownership

Funds ownership: 36.69%34.85% (-1.8%)

10% less capital invested

Capital invested by funds: $8.75B → $7.87B (-$883M)

Holders
783
Holders Change
+29
Holders Change %
+3.85%
% of All Funds
10.5%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
0.66%
New
102
Increased
445
Reduced
167
Closed
60
Calls
$35.1M
Puts
$34.1M
Net Calls
+$963K
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
GS
76
GWN Securities
Florida
$11.3M +$11.1M +200,123 +1,352%
TWM
77
Tradition Wealth Management
Minnesota
$11.2M +$1M +17,994 +9%
Wealthfront Advisers
78
Wealthfront Advisers
California
$11.1M +$3.4M +61,059 +40%
CWM
79
Centurion Wealth Management
Virginia
$10.9M
MAM
80
Marquette Asset Management
Minnesota
$10.8M -$328K -5,886 -3%
PVI
81
Pine Valley Investments
New Jersey
$10.7M +$1.8M +32,272 +18%
WCP
82
Wick Capital Partners
Pennsylvania
$10.5M -$1.41M -25,354 -11%
PFS
83
Prospera Financial Services
Texas
$9.78M +$932K +16,724 +10%
P
84
&Partners
Tennessee
$9.77M +$86.3K +1,549 +0.8%
CA
85
Cambridge Advisors
Nebraska
$9.53M +$365K +6,553 +4%
USCWA
86
U.S. Capital Wealth Advisors
Texas
$9.52M +$3.82M +68,597 +59%
KPWS
87
Kestra Private Wealth Services
Texas
$9.32M +$1.62M +29,091 +19%
CCA
88
Childress Capital Advisors
Texas
$9.29M -$1.08M -19,434 -10%
BFA
89
Beacon Financial Advisory
Ohio
$9.21M +$279K +5,014 +3%
MCIA
90
Mountain Capital Investment Advisors
Colorado
$9.18M +$1.94M +34,864 +24%
LF
91
Lighthouse Financial
Florida
$8.89M +$413K +7,421 +5%
VAM
92
Vienna Asset Management
California
$8.77M +$1.87M +33,627 +25%
MOS
93
MGO One Seven
Ohio
$8.69M +$433K +7,765 +5%
ARC
94
Advisor Resource Council
Texas
$8.66M +$9.82M +176,283 New
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$8.12M +$4.15M +74,538 +91%
FH
96
FWG Holdings
Florida
$8.04M +$37.3K +669 +0.4%
NFSG
97
Newbridge Financial Services Group
Florida
$7.96M +$2.86M +51,315 +50%
SI
98
Stephens Inc
Arkansas
$7.35M +$59K +1,059 +0.8%
WMA
99
West Michigan Advisors
Michigan
$7.04M +$369K +6,619 +5%
BWP
100
Bernardo Wealth Planning
Pennsylvania
$7.03M +$328K +5,883 +5%