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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
IP
151
Ignite Planners
California
$4.62M -$63.1K -1,132 -1%
SWM
152
StoneCrest Wealth Management
Arizona
$4.6M +$61.7K +1,107 +1%
BCM
153
Brookstone Capital Management
Illinois
$4.6M +$995K +17,863 +25%
HNWAG
154
High Net Worth Advisory Group
Florida
$4.5M -$272K -4,875 -5%
KCPT
155
Kingstone Capital Partners Texas
Texas
$4.46M +$4.8M +86,163 New
LSPW
156
Lake Street Private Wealth
Illinois
$4.44M +$211K +3,791 +5%
IFPG
157
Intrepid Financial Planning Group
Indiana
$4.43M +$431K +7,737 +10%
TFS
158
Thoroughbred Financial Services
Tennessee
$4.41M +$108K +1,946 +2%
EA
159
Ergawealth Advisors
Illinois
$4.39M +$678K +12,173 +17%
BAM
160
Belpointe Asset Management
Nevada
$4.33M +$1.86M +33,391 +67%
BPA
161
Beacon Pointe Advisors
California
$4.27M +$1.59M +28,614 +53%
CF
162
Centaurus Financial
California
$4.21M +$338K +6,071 +8%
Envestnet Portfolio Solutions
163
Envestnet Portfolio Solutions
Illinois
$4.2M -$85.7K -1,539 -2%
FWM
164
Forefront Wealth Management
Pennsylvania
$4.18M +$360K +6,457 +9%
LFG
165
Larson Financial Group
Missouri
$4.11M +$1.08M +19,457 +32%
ARG
166
Advisory Resource Group
Oklahoma
$4.08M +$329K +5,914 +8%
RFMS
167
RWQ Financial Management Services
Florida
$4.07M -$1.81M -32,537 -29%
MAG
168
Mayfair Advisory Group
Alabama
$4.05M +$1.28M +22,941 +41%
UIA
169
Ulland Investment Advisors
Minnesota
$3.95M +$4.18M +75,077 +6,225%
TW
170
Trajan Wealth
Arizona
$3.84M +$4.13M +74,194 New
CWA
171
Cascade Wealth Advisors
Washington
$3.83M -$546K -9,800 -11%
SA
172
Sanctuary Advisors
Indiana
$3.82M -$969K -17,390 -19%
BEI
173
Benjamin Edwards Inc
Missouri
$3.71M +$540K +9,698 +16%
WAOI
174
Wealth Advisors of Iowa
Iowa
$3.69M -$3.67M -65,862 -48%
CIAS
175
Capital Investment Advisory Services
North Carolina
$3.65M +$1.2M +21,527 +44%