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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
UCFA
76
United Capital Financial Advisors
Texas
$11.8M
MCIA
77
Mountain Capital Investment Advisors
Colorado
$11.7M
USCWA
78
U.S. Capital Wealth Advisors
Texas
$11.7M
HNB
79
Huntington National Bank
Ohio
$11.7M
KPWS
80
Kestra Private Wealth Services
Texas
$11.5M
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$11.5M
CA
82
Cambridge Advisors
Nebraska
$11.4M
VVP
83
Venture Visionary Partners
Ohio
$11.2M
PF
84
Prota Financial
Texas
$11.2M
BRWM
85
Blue Rock Wealth Management
North Carolina
$11M
BFA
86
Beacon Financial Advisory
Ohio
$10.9M
SCS
87
Southern Capital Services
Alabama
$10.7M
EIA
88
Eldridge Investment Advisors
New Hampshire
$10.6M
IP
89
Indivisible Partners
Florida
$10.4M
IWC
90
Integrated Wealth Concepts
Massachusetts
$10.4M
MAM
91
Morse Asset Management
Connecticut
$9.85M
MOS
92
MGO One Seven
Ohio
$9.64M
AWM
93
Avior Wealth Management
Nebraska
$9.35M
BPA
94
Beacon Pointe Advisors
California
$9.25M
CWM
95
Cornerstone Wealth Management
Missouri
$8.96M
AWMG
96
ADG Wealth Management Group
Louisiana
$8.89M
CBA
97
Coastal Bridge Advisors
Connecticut
$8.84M
AWA
98
Arkadios Wealth Advisors
Georgia
$8.83M
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$8.73M
SWP
100
Stratos Wealth Partners
Ohio
$8.72M