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JPMorgan Nasdaq Equity Premium Income ETF

906 hedge funds and large institutions have $10.1B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 454 increasing their positions, 224 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$105M
Puts
$47.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
101
Carr Financial Group
Massachusetts
$8.17M
SFP
102
Sandbox Financial Partners
Maryland
$8.13M
KIG
103
Kennedy Investment Group
New Jersey
$8.09M
ARG
104
Advisory Resource Group
Oklahoma
$8.03M
LFG
105
Larson Financial Group
Missouri
$7.99M
SSWM
106
Sheets Smith Wealth Management
North Carolina
$7.95M
IWA
107
IVC Wealth Advisors
Pennsylvania
$7.83M
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$7.55M
NWWA
109
New Wave Wealth Advisors
Arkansas
$7.48M
Creative Planning
110
Creative Planning
Kansas
$7.42M
MBTD
111
Mechanics Bank - Trust Department
California
$7.35M
SWP
112
Stratos Wealth Partners
Ohio
$7.3M
TFS
113
Thoroughbred Financial Services
Tennessee
$7.27M
NEPWA
114
New England Private Wealth Advisors
Massachusetts
$7.24M
SAM
115
Smartleaf Asset Management
Massachusetts
$7.12M
IP
116
Indivisible Partners
Florida
$7.11M
BPA
117
Beacon Pointe Advisors
California
$7.06M
MAM
118
Milestone Asset Management
Pennsylvania
$7.05M
NFSG
119
Newbridge Financial Services Group
Florida
$6.97M
FWM
120
Forefront Wealth Management
Pennsylvania
$6.86M
BCM
121
Beck Capital Management
Texas
$6.79M
GSIAS
122
Garden State Investment Advisory Services
New Jersey
$6.78M
MW
123
MBL Wealth
North Carolina
$6.74M
CB
124
Cadence Bank
Mississippi
$6.63M
DAS
125
Dynamic Advisor Solutions
Arizona
$6.6M