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JPMorgan Nasdaq Equity Premium Income ETF

919 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 148 funds opening new positions, 454 increasing their positions, 226 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
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
SWM
105
SHP Wealth Management
Massachusetts
$8.02M
LFG
106
Larson Financial Group
Missouri
$7.99M
SSWM
107
Sheets Smith Wealth Management
North Carolina
$7.95M
IWA
108
IVC Wealth Advisors
Pennsylvania
$7.83M
WAP
109
Wealthcare Advisory Partners
Pennsylvania
$7.55M
NWWA
110
New Wave Wealth Advisors
Arkansas
$7.48M
Creative Planning
111
Creative Planning
Kansas
$7.42M
MBTD
112
Mechanics Bank - Trust Department
California
$7.35M
SWP
113
Stratos Wealth Partners
Ohio
$7.3M
TFS
114
Thoroughbred Financial Services
Tennessee
$7.27M
NEPWA
115
New England Private Wealth Advisors
Massachusetts
$7.24M
SAM
116
Smartleaf Asset Management
Massachusetts
$7.12M
IP
117
Indivisible Partners
Florida
$7.11M
BPA
118
Beacon Pointe Advisors
California
$7.06M
MAM
119
Milestone Asset Management
Pennsylvania
$7.05M
NFSG
120
Newbridge Financial Services Group
Florida
$6.97M
FWM
121
Forefront Wealth Management
Pennsylvania
$6.86M
BCM
122
Beck Capital Management
Texas
$6.79M
GSIAS
123
Garden State Investment Advisory Services
New Jersey
$6.78M
MW
124
MBL Wealth
North Carolina
$6.74M
CB
125
Cadence Bank
Mississippi
$6.63M