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JPMorgan Nasdaq Equity Premium Income ETF

783 hedge funds and large institutions have $7.87B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 445 increasing their positions, 167 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 167

70% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 60

4% more funds holding in top 10

Funds holding in top 10: 4749 (+2)

4% more funds holding

Funds holding: 754783 (+29)

3% more call options, than puts

Call options by funds: $35.1M | Put options by funds: $34.1M

1.83% less ownership

Funds ownership: 36.69%34.85% (-1.8%)

10% less capital invested

Capital invested by funds: $8.75B → $7.87B (-$883M)

Holders
783
Holders Change
+29
Holders Change %
+3.85%
% of All Funds
10.5%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
0.66%
New
102
Increased
445
Reduced
167
Closed
60
Calls
$35.1M
Puts
$34.1M
Net Calls
+$963K
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
126
Delta Investment Management
California
$5.52M +$149K +2,670 +3%
FFA
127
Farther Finance Advisors
California
$5.48M +$5.29M +95,040 +855%
KF
128
Krilogy Financial
Missouri
$5.41M +$78.9K +1,416 +1%
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$5.4M +$869K +15,600 +18%
EBWM
130
Eagle Bluffs Wealth Management
Missouri
$5.4M -$253K -4,534 -4%
VVP
131
Venture Visionary Partners
Ohio
$5.4M +$700K +12,562 +14%
PFGIA
132
Patriot Financial Group Insurance Agency
Massachusetts
$5.38M +$457K +8,212 +9%
Creative Planning
133
Creative Planning
Kansas
$5.37M +$3.29M +58,976 +132%
GSIAS
134
Garden State Investment Advisory Services
New Jersey
$5.34M +$925K +16,611 +19%
NAS
135
NWF Advisory Services
California
$5.33M +$1.57M +28,241 +38%
IWA
136
IVC Wealth Advisors
Pennsylvania
$5.22M +$1.37M +24,662 +32%
VWA
137
Visionary Wealth Advisors
Illinois
$5.19M +$1.72M +30,844 +44%
MAM
138
Morse Asset Management
Connecticut
$5.14M +$1.83M +32,933 +50%
FCMA
139
Foresight Capital Management Advisors
Michigan
$5.05M +$587K +10,537 +12%
KIG
140
Kennedy Investment Group
New Jersey
$5.03M +$378K +6,786 +8%
PIWA
141
Prevail Innovative Wealth Advisors
Kansas
$4.96M -$1.92M -34,510 -26%
WS
142
Wedbush Securities
California
$4.85M +$245K +4,400 +5%
CAM
143
Cobblestone Asset Management
Virginia
$4.81M +$776K +13,928 +18%
PWM
144
Palacios Wealth Management
Florida
$4.78M -$74.4K -1,335 -1%
WC
145
Waterloo Capital
Texas
$4.77M +$1.61M +28,860 +46%
AAS
146
Ameritas Advisory Services
Nebraska
$4.71M -$687K -12,330 -12%
TLP
147
Trinity Legacy Partners
Texas
$4.69M +$579K +10,397 +13%
MAM
148
Milestone Asset Management
Pennsylvania
$4.67M +$23.2K +417 +0.5%
GAA
149
Global Assets Advisory
Florida
$4.64M +$3.65M +65,552 +231%
KWA
150
Kingswood Wealth Advisors
California
$4.63M +$803K +14,410 +19%