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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 %
IA
176
Integrity Alliance
Iowa
$3.58M +$3.58M +69,117 New
IAIM
177
International Assets Investment Management
Florida
$3.56M +$485K +9,363 +16%
TCM
178
Traynor Capital Management
Pennsylvania
$3.54M +$3.13M +60,455 +756%
RIL
179
Rothschild Investment LLC
Illinois
$3.53M +$394K +7,600 +13%
GF
180
Gries Financial
Ohio
$3.5M -$266K -5,131 -7%
PGAM
181
Princeton Global Asset Management
New Jersey
$3.49M -$77.5K -1,496 -2%
DC
182
Davenport & Co
Virginia
$3.45M -$354K -6,839 -9%
JWCA
183
J.W. Cole Advisors
Florida
$3.44M +$1.05M +20,327 +44%
SW
184
SlateStone Wealth
Florida
$3.43M -$323K -6,230 -9%
AF
185
Advisornet Financial
Minnesota
$3.42M +$1.75M +33,811 +105%
SWP
186
Semus Wealth Partners
Florida
$3.37M +$256K +4,947 +8%
SMC
187
Smith, Moore & Co
Missouri
$3.24M +$131K +2,532 +4%
TSWM
188
Tyler-Stone Wealth Management
Ohio
$3.24M -$463K -8,936 -13%
AWM
189
Axxcess Wealth Management
California
$3.23M -$56.5K -1,091 -2%
PAS
190
Park Avenue Securities
New York
$3.21M +$2.02M +38,937 +169%
AssetMark Inc
191
AssetMark Inc
California
$3.17M -$592K -11,437 -16%
GLA
192
Good Life Advisors
Pennsylvania
$3.17M +$109K +2,107 +4%
WANY
193
Wealthspire Advisors (New York)
New York
$3.16M +$25.4K +491 +0.8%
RSWM
194
Robertson Stephens Wealth Management
California
$3.16M -$17.1M -330,990 -84%
LAM
195
Lifestyle Asset Management
Texas
$3.12M +$83.9K +1,621 +3%
OC
196
Oppenheimer & Co
New York
$3.1M -$746K -14,407 -19%
HG
197
Herbst Group
Connecticut
$3.09M +$2.5M +48,296 +424%
FA
198
Flagstar Advisors
New York
$3.07M +$773K +14,925 +34%
HAS
199
HBW Advisory Services
California
$3.06M +$1.97M +38,072 +181%
AWM
200
Avior Wealth Management
Nebraska
$3.05M +$759K +14,653 +33%