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JPMorgan Nasdaq Equity Premium Income ETF

785 hedge funds and large institutions have $9.07B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 409 increasing their positions, 206 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
+15
Holders Change %
+1.95%
% of All Funds
10.53%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.56%
New
103
Increased
409
Reduced
206
Closed
68
Calls
$73M
Puts
$35.6M
Net Calls
+$37.4M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Shares
Change %
KWA
151
Kingswood Wealth Advisors
California
$4.81M -$51.7K -950 -1%
LSPW
152
Lake Street Private Wealth
Illinois
$4.81M +$142K +2,618 +3%
CPIG
153
Chicago Partners Investment Group
Illinois
$4.78M +$1.95M +35,529 +69%
JWCA
154
J.W. Cole Advisors
Florida
$4.74M +$1.12M +20,613 +31%
Creative Planning
155
Creative Planning
Kansas
$4.71M -$931K -17,119 -17%
ARG
156
Advisory Resource Group
Oklahoma
$4.69M +$405K +7,453 +9%
Envestnet Portfolio Solutions
157
Envestnet Portfolio Solutions
Illinois
$4.68M +$265K +4,864 +6%
VWA
158
Visionary Wealth Advisors
Illinois
$4.61M -$846K -15,544 -16%
HNWAG
159
High Net Worth Advisory Group
Florida
$4.54M -$188K -3,451 -4%
BEI
160
Benjamin Edwards Inc
Missouri
$4.46M +$563K +10,353 +14%
WS
161
Wedbush Securities
California
$4.37M -$725K -13,328 -14%
PWM
162
Palacios Wealth Management
Florida
$4.35M -$674K -12,381 -13%
GMFG
163
Greater Midwest Financial Group
Minnesota
$4.34M +$4.34M +79,819 New
IAIM
164
International Assets Investment Management
Florida
$4.32M +$581K +10,687 +16%
GLA
165
Good Life Advisors
Pennsylvania
$4.3M +$968K +17,797 +29%
PAS
166
Park Avenue Securities
New York
$4.29M +$912K +16,768 +27%
CIAS
167
Capital Investment Advisory Services
North Carolina
$4.27M +$430K +7,910 +11%
MAG
168
Mayfair Advisory Group
Alabama
$4.15M -$183K -3,302 -4%
AWM
169
Axxcess Wealth Management
California
$4.1M +$712K +13,084 +21%
DADC
170
D.A. Davidson & Co
Montana
$4.06M +$1.07M +19,750 +36%
AssetMark Inc
171
AssetMark Inc
California
$4.02M +$689K +12,665 +21%
CIA
172
Concurrent Investment Advisors
Florida
$4.01M +$1.7M +31,238 +74%
SOS
173
Silver Oak Securities
Tennessee
$4.01M +$221K +4,062 +6%
MA
174
Mutual Advisors
Nebraska
$4.01M +$940K +17,075 +31%
GF
175
Gries Financial
Ohio
$4M +$327K +6,005 +9%