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JPMorgan Nasdaq Equity Premium Income ETF

786 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, 207 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+16
Holders Change %
+2.08%
% of All Funds
10.54%
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
207
Closed
68
Calls
$73M
Puts
$35.6M
Net Calls
+$37.4M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Shares
Change %
NAS
176
NWF Advisory Services
California
$4M -$1.6M -29,427 -29%
AWM
177
Avior Wealth Management
Nebraska
$3.97M +$764K +14,040 +24%
GWM
178
Geneos Wealth Management
Colorado
$3.96M -$2.26M -41,628 -36%
CB
179
Cadence Bank
Mississippi
$3.96M +$1.04M +19,080 +36%
FHA
180
Flagship Harbor Advisors
Massachusetts
$3.95M +$3.66M +67,305 +1,248%
AWA
181
Arkadios Wealth Advisors
Georgia
$3.95M +$837K +15,386 +27%
RFWA
182
RPg Family Wealth Advisory
Massachusetts
$3.93M +$3.93M +72,316 New
MBTD
183
Mechanics Bank - Trust Department
California
$3.91M +$1.39M +25,528 +55%
TW
184
Trajan Wealth
Arizona
$3.85M -$188K -3,452 -5%
PGAM
185
Princeton Global Asset Management
New Jersey
$3.76M +$99.3K +1,826 +3%
PIWA
186
Prevail Innovative Wealth Advisors
Kansas
$3.74M -$1.47M -27,075 -28%
PA
187
Pinnacle Associates
New York
$3.73M +$923K +16,969 +33%
SWP
188
Semus Wealth Partners
Florida
$3.68M +$145K +2,670 +4%
SSWM
189
Sheets Smith Wealth Management
North Carolina
$3.65M +$1.94M +35,746 +114%
SPC
190
Sigma Planning Corp
Michigan
$3.62M -$151K -2,780 -4%
SW
191
SlateStone Wealth
Florida
$3.62M +$10.8K +199 +0.3%
SWM
192
SeaCrest Wealth Management
New York
$3.57M +$572K +10,518 +19%
SWM
193
Spire Wealth Management
Virginia
$3.56M -$232K -4,266 -6%
HI
194
Harbour Investments
Wisconsin
$3.5M +$476K +8,757 +16%
FA
195
Flagstar Advisors
New York
$3.48M +$250K +4,603 +8%
KCPT
196
Kingstone Capital Partners Texas
Texas
$3.47M -$1.22M -22,468 -26%
PI
197
PFG Investments
New York
$3.39M +$1.94M +35,632 +134%
OBWG
198
Onyx Bridge Wealth Group
New York
$3.39M +$298K +5,473 +10%
HG
199
Herbst Group
Connecticut
$3.38M +$136K +2,495 +4%
DC
200
Davenport & Co
Virginia
$3.31M -$311K -5,716 -9%