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JPMorgan Nasdaq Equity Premium Income ETF

961 hedge funds and large institutions have $10.3B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 489 increasing their positions, 262 reducing their positions, and 64 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:

2% more funds holding in top 10

Funds holding in top 10: 4748 (+1)

1% more capital invested

Capital invested by funds: $10.2B → $10.3B (+$139M)

1.14% less ownership

Funds ownership: 31.63%30.5% (-1.1%)

Holders
961
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
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
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$8.73M
SWP
102
Stratos Wealth Partners
Ohio
$8.72M
SAM
103
Smartleaf Asset Management
Massachusetts
$8.58M
LFG
104
Larson Financial Group
Missouri
$8.46M
CFG
105
Carr Financial Group
Massachusetts
$8.45M
PWP
106
Principle Wealth Partners
Connecticut
$8.44M
IWA
107
IVC Wealth Advisors
Pennsylvania
$8.41M
KIG
108
Kennedy Investment Group
New Jersey
$8.36M
GWP
109
Gateway Wealth Partners
Wisconsin
$8.2M
Creative Planning
110
Creative Planning
Kansas
$8.15M
NWWA
111
New Wave Wealth Advisors
Arkansas
$8.1M
SFP
112
Sandbox Financial Partners
Maryland
$8.09M
SI
113
Stephens Inc
Arkansas
$8.04M
SSWM
114
Sheets Smith Wealth Management
North Carolina
$7.99M
ARG
115
Advisory Resource Group
Oklahoma
$7.98M
MBTD
116
Mechanics Bank - Trust Department
California
$7.94M
MAG
117
Members Advisory Group
New York
$7.93M
CIA
118
Caerus Investment Advisors
Texas
$7.81M
SWM
119
Spire Wealth Management
Virginia
$7.81M
SWM
120
SHP Wealth Management
Massachusetts
$7.77M
SF
121
Summit Financial
New Jersey
$7.7M
CCA
122
Childress Capital Advisors
Texas
$7.67M
RFMS
123
RWQ Financial Management Services
Florida
$7.61M
WCP
124
Wick Capital Partners
Pennsylvania
$7.32M
Natixis Advisors
125
Natixis Advisors
Massachusetts
$7.24M