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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
CAL
151
Capital Analysts LLC
Pennsylvania
$6.14M
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$6.08M
DAS
153
Dynamic Advisor Solutions
Arizona
$6.01M
VAM
154
Vienna Asset Management
California
$6.01M
EBWM
155
Eagle Bluffs Wealth Management
Missouri
$6.01M
GIA
156
Gladstone Institutional Advisory
Florida
$6.01M
MW
157
MBL Wealth
North Carolina
$5.99M
CIA
158
Concurrent Investment Advisors
Florida
$5.91M
AWM
159
AE Wealth Management
Kansas
$5.74M
Renaissance Technologies
160
Renaissance Technologies
New York
$5.7M
TLP
161
Trinity Legacy Partners
Texas
$5.62M
CF
162
Centaurus Financial
California
$5.59M
IAIM
163
International Assets Investment Management
Florida
$5.5M
IA
164
Integrity Alliance
Iowa
$5.43M
LJCM
165
Lee Johnson Capital Management
Texas
$5.42M
JWCA
166
J.W. Cole Advisors
Florida
$5.39M
IFPG
167
Intrepid Financial Planning Group
Indiana
$5.33M
WIM
168
WealthPlan Investment Management
Nebraska
$5.31M
IP
169
Ignite Planners
California
$5.31M
MA
170
Mutual Advisors
Nebraska
$5.29M
PS
171
Principal Securities
Iowa
$5.23M
HI
172
Harbour Investments
Wisconsin
$5.22M
WIA
173
World Investment Advisors
California
$5.09M
HWP
174
Hibernia Wealth Partners
Louisiana
$5.07M
NAS
175
NWF Advisory Services
California
$5.03M