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JPMorgan Nasdaq Equity Premium Income ETF

920 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 149 funds opening new positions, 454 increasing their positions, 226 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
920
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
$105M
Puts
$47.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
101
Childress Capital Advisors
Texas
$8.3M
CFG
102
Carr Financial Group
Massachusetts
$8.17M
SFP
103
Sandbox Financial Partners
Maryland
$8.13M
KIG
104
Kennedy Investment Group
New Jersey
$8.09M
ARG
105
Advisory Resource Group
Oklahoma
$8.03M
SWM
106
SHP Wealth Management
Massachusetts
$8.02M
LFG
107
Larson Financial Group
Missouri
$7.99M
SSWM
108
Sheets Smith Wealth Management
North Carolina
$7.95M
IWA
109
IVC Wealth Advisors
Pennsylvania
$7.83M
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$7.55M
NWWA
111
New Wave Wealth Advisors
Arkansas
$7.48M
Creative Planning
112
Creative Planning
Kansas
$7.42M
MBTD
113
Mechanics Bank - Trust Department
California
$7.35M
SWP
114
Stratos Wealth Partners
Ohio
$7.3M
TFS
115
Thoroughbred Financial Services
Tennessee
$7.27M
NEPWA
116
New England Private Wealth Advisors
Massachusetts
$7.24M
SAM
117
Smartleaf Asset Management
Massachusetts
$7.12M
IP
118
Indivisible Partners
Florida
$7.11M
BPA
119
Beacon Pointe Advisors
California
$7.06M
MAM
120
Milestone Asset Management
Pennsylvania
$7.05M
NFSG
121
Newbridge Financial Services Group
Florida
$6.97M
FWM
122
Forefront Wealth Management
Pennsylvania
$6.86M
BCM
123
Beck Capital Management
Texas
$6.79M
GSIAS
124
Garden State Investment Advisory Services
New Jersey
$6.78M
MW
125
MBL Wealth
North Carolina
$6.74M