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JPMorgan Nasdaq Equity Premium Income ETF

785 hedge funds and large institutions have $9.07B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 409 increasing their positions, 206 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
+15
Holders Change %
+1.95%
% of All Funds
10.53%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.56%
New
103
Increased
409
Reduced
206
Closed
68
Calls
$73M
Puts
$35.6M
Net Calls
+$37.4M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WMA
101
West Michigan Advisors
Michigan
$7.86M +$458K +8,425 +6%
LFG
102
Larson Financial Group
Missouri
$7.84M +$3.52M +64,615 +81%
BWP
103
Bernardo Wealth Planning
Pennsylvania
$7.8M +$414K +7,602 +6%
MAM
104
Morse Asset Management
Connecticut
$7.8M +$2.4M +44,078 +44%
PWP
105
Principle Wealth Partners
Connecticut
$7.73M +$1.33M +24,515 +21%
SFP
106
Sandbox Financial Partners
Maryland
$7.59M +$384K +7,063 +5%
NWWA
107
New Wave Wealth Advisors
Arkansas
$7.34M +$1.47M +26,985 +25%
SWP
108
Stratos Wealth Partners
Ohio
$7.27M +$615K +11,314 +9%
HWAM
109
Hennion & Walsh Asset Management
New Jersey
$7.16M +$585K +10,754 +9%
NEPWA
110
New England Private Wealth Advisors
Massachusetts
$7.12M +$230K +4,167 +3%
NFSG
111
Newbridge Financial Services Group
Florida
$7.08M -$1.29M -23,649 -15%
DAS
112
Dynamic Advisor Solutions
Arizona
$7.06M -$241K -4,436 -3%
GIA
113
Gladstone Institutional Advisory
Florida
$6.97M +$5.9M +108,532 +556%
AIA
114
Armor Investment Advisors
North Carolina
$6.96M -$198K -3,634 -3%
FFWA
115
FRG Family Wealth Advisors
Washington
$6.81M +$432K +7,933 +7%
ACM
116
AlphaStar Capital Management
North Carolina
$6.75M +$6.5M +119,552 +2,614%
MAG
117
Members Advisory Group
New York
$6.63M +$217K +3,997 +3%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$6.55M +$881K +16,194 +16%
CFG
119
Carr Financial Group
Massachusetts
$6.51M -$617K -11,339 -9%
IWA
120
IVC Wealth Advisors
Pennsylvania
$6.43M +$950K +17,469 +17%
FWM
121
Forefront Wealth Management
Pennsylvania
$6.4M +$2.01M +36,987 +46%
CAL
122
Capital Analysts LLC
Pennsylvania
$6.35M +$206K +3,786 +3%
TFS
123
Thoroughbred Financial Services
Tennessee
$6.28M +$1.65M +30,423 +36%
BCM
124
Beck Capital Management
Texas
$6.24M -$1.02M -18,745 -14%
GCWM
125
Guided Capital Wealth Management
Texas
$6.16M -$39.5K -727 -0.6%