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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
MFG
176
Magnus Financial Group
New York
$3.64M +$736K +13,221 +23%
SWM
177
Spire Wealth Management
Virginia
$3.61M +$670K +12,037 +21%
SOS
178
Silver Oak Securities
Tennessee
$3.61M +$276K +4,958 +8%
SPC
179
Sigma Planning Corp
Michigan
$3.59M +$641K +11,504 +20%
IA
180
Integrity Alliance
Iowa
$3.58M +$3.85M +69,117 New
IAIM
181
International Assets Investment Management
Florida
$3.56M +$522K +9,363 +16%
TCM
182
Traynor Capital Management
Pennsylvania
$3.54M +$3.37M +60,455 +756%
RIL
183
Rothschild Investment LLC
Illinois
$3.53M +$423K +7,600 +13%
GF
184
Gries Financial
Ohio
$3.5M -$286K -5,131 -7%
PGAM
185
Princeton Global Asset Management
New Jersey
$3.49M -$83.3K -1,496 -2%
DC
186
Davenport & Co
Virginia
$3.45M -$381K -6,839 -9%
JWCA
187
J.W. Cole Advisors
Florida
$3.44M +$1.13M +20,327 +44%
SW
188
SlateStone Wealth
Florida
$3.43M -$347K -6,230 -9%
AF
189
Advisornet Financial
Minnesota
$3.42M +$1.88M +33,811 +105%
SWP
190
Semus Wealth Partners
Florida
$3.37M +$276K +4,947 +8%
SMC
191
Smith, Moore & Co
Missouri
$3.24M +$141K +2,532 +4%
TSWM
192
Tyler-Stone Wealth Management
Ohio
$3.24M -$498K -8,936 -13%
AWM
193
Axxcess Wealth Management
California
$3.23M -$60.8K -1,091 -2%
PAS
194
Park Avenue Securities
New York
$3.21M +$2.17M +38,937 +169%
AssetMark Inc
195
AssetMark Inc
California
$3.17M -$637K -11,437 -16%
GLA
196
Good Life Advisors
Pennsylvania
$3.17M +$117K +2,107 +4%
WANY
197
Wealthspire Advisors (New York)
New York
$3.16M +$27.3K +491 +0.8%
RSWM
198
Robertson Stephens Wealth Management
California
$3.16M -$18.4M -330,990 -84%
LAM
199
Lifestyle Asset Management
Texas
$3.12M +$90.3K +1,621 +3%
OC
200
Oppenheimer & Co
New York
$3.1M -$802K -14,407 -19%