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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, 489 increasing their positions, 262 reducing their positions, and 64 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:

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
Holders Change %
% of All Funds
Holding in Top 10
48
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
PFS
76
Prospera Financial Services
Texas
$11.9M
RIL
77
Rothschild Investment LLC
Illinois
$11.8M
UCFA
78
United Capital Financial Advisors
Texas
$11.8M
MCIA
79
Mountain Capital Investment Advisors
Colorado
$11.7M
USCWA
80
U.S. Capital Wealth Advisors
Texas
$11.7M
HNB
81
Huntington National Bank
Ohio
$11.7M
KPWS
82
Kestra Private Wealth Services
Texas
$11.5M
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$11.5M
CA
84
Cambridge Advisors
Nebraska
$11.4M
VVP
85
Venture Visionary Partners
Ohio
$11.2M
PF
86
Prota Financial
Texas
$11.2M
BRWM
87
Blue Rock Wealth Management
North Carolina
$11M
BFA
88
Beacon Financial Advisory
Ohio
$10.9M
SCS
89
Southern Capital Services
Alabama
$10.7M
EIA
90
Eldridge Investment Advisors
New Hampshire
$10.6M
IP
91
Indivisible Partners
Florida
$10.4M
IWC
92
Integrated Wealth Concepts
Massachusetts
$10.4M
MAM
93
Morse Asset Management
Connecticut
$9.85M
MOS
94
MGO One Seven
Ohio
$9.64M
AWM
95
Avior Wealth Management
Nebraska
$9.35M
BPA
96
Beacon Pointe Advisors
California
$9.25M
CWM
97
Cornerstone Wealth Management
Missouri
$8.96M
AWMG
98
ADG Wealth Management Group
Louisiana
$8.89M
CBA
99
Coastal Bridge Advisors
Connecticut
$8.84M
AWA
100
Arkadios Wealth Advisors
Georgia
$8.83M