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JPMorgan Nasdaq Equity Premium Income ETF

948 hedge funds and large institutions have $10.2B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 482 increasing their positions, 260 reducing their positions, and 63 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:

1% more capital invested

Capital invested by funds: $10.2B → $10.2B (+$71.7M)

1.26% less ownership

Funds ownership: 31.61%30.35% (-1.3%)

2% less funds holding in top 10

Funds holding in top 10: 4645 (-1)

Holders
948
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
$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
SAM
101
Smartleaf Asset Management
Massachusetts
$8.58M
LFG
102
Larson Financial Group
Missouri
$8.46M
CFG
103
Carr Financial Group
Massachusetts
$8.45M
PWP
104
Principle Wealth Partners
Connecticut
$8.44M
IWA
105
IVC Wealth Advisors
Pennsylvania
$8.41M
KIG
106
Kennedy Investment Group
New Jersey
$8.36M
GWP
107
Gateway Wealth Partners
Wisconsin
$8.2M
Creative Planning
108
Creative Planning
Kansas
$8.15M
NWWA
109
New Wave Wealth Advisors
Arkansas
$8.1M
SFP
110
Sandbox Financial Partners
Maryland
$8.09M
SI
111
Stephens Inc
Arkansas
$8.04M
SSWM
112
Sheets Smith Wealth Management
North Carolina
$7.99M
ARG
113
Advisory Resource Group
Oklahoma
$7.98M
MBTD
114
Mechanics Bank - Trust Department
California
$7.94M
MAG
115
Members Advisory Group
New York
$7.93M
SWM
116
Spire Wealth Management
Virginia
$7.81M
SWM
117
SHP Wealth Management
Massachusetts
$7.77M
SF
118
Summit Financial
New Jersey
$7.7M
CCA
119
Childress Capital Advisors
Texas
$7.67M
RFMS
120
RWQ Financial Management Services
Florida
$7.61M
WCP
121
Wick Capital Partners
Pennsylvania
$7.32M
Natixis Advisors
122
Natixis Advisors
Massachusetts
$7.24M
GWM
123
Geneos Wealth Management
Colorado
$7.13M
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$7.11M
AssetMark Inc
125
AssetMark Inc
California
$7.11M