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JPMorgan Nasdaq Equity Premium Income ETF

770 hedge funds and large institutions have $7.82B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 440 increasing their positions, 164 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
770
Holders Change
+25
Holders Change %
+3.36%
% of All Funds
10.46%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.65%
New
100
Increased
440
Reduced
164
Closed
59
Calls
$35.1M
Puts
$34.1M
Net Calls
+$963K
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$5.4M +$808K +15,600 +18%
EBWM
127
Eagle Bluffs Wealth Management
Missouri
$5.4M -$235K -4,534 -4%
VVP
128
Venture Visionary Partners
Ohio
$5.4M +$650K +12,562 +14%
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$5.38M +$425K +8,212 +9%
Creative Planning
130
Creative Planning
Kansas
$5.37M +$3.05M +58,976 +132%
GSIAS
131
Garden State Investment Advisory Services
New Jersey
$5.34M +$861K +16,611 +19%
NAS
132
NWF Advisory Services
California
$5.33M +$1.46M +28,241 +38%
IWA
133
IVC Wealth Advisors
Pennsylvania
$5.22M +$1.28M +24,662 +32%
VWA
134
Visionary Wealth Advisors
Illinois
$5.19M +$1.6M +30,844 +44%
MAM
135
Morse Asset Management
Connecticut
$5.14M +$1.71M +32,933 +50%
FCMA
136
Foresight Capital Management Advisors
Michigan
$5.05M +$546K +10,537 +12%
KIG
137
Kennedy Investment Group
New Jersey
$5.03M +$351K +6,786 +8%
PIWA
138
Prevail Innovative Wealth Advisors
Kansas
$4.96M -$1.79M -34,510 -26%
WS
139
Wedbush Securities
California
$4.85M +$228K +4,400 +5%
CAM
140
Cobblestone Asset Management
Virginia
$4.81M +$721K +13,928 +18%
PWM
141
Palacios Wealth Management
Florida
$4.78M -$69.1K -1,335 -1%
WC
142
Waterloo Capital
Texas
$4.77M +$1.49M +28,860 +46%
AAS
143
Ameritas Advisory Services
Nebraska
$4.71M -$646K -12,330 -12%
TLP
144
Trinity Legacy Partners
Texas
$4.69M +$544K +10,397 +13%
MAM
145
Milestone Asset Management
Pennsylvania
$4.67M +$21.6K +417 +0.5%
GAA
146
Global Assets Advisory
Florida
$4.64M +$3.24M +65,552 +231%
KWA
147
Kingswood Wealth Advisors
California
$4.63M +$746K +14,410 +19%
IP
148
Ignite Planners
California
$4.62M -$57.8K -1,132 -1%
SWM
149
StoneCrest Wealth Management
Arizona
$4.6M +$57.3K +1,107 +1%
BCM
150
Brookstone Capital Management
Illinois
$4.6M +$925K +17,863 +25%