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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
IWP
176
Integrity Wealth Partners
California
$4.94M
2WWM
177
21 West Wealth Management
California
$4.91M
MW
178
Maia Wealth
Colorado
$4.89M
PVI
179
Pine Valley Investments
New Jersey
$4.82M
BEI
180
Benjamin Edwards Inc
Missouri
$4.81M
RPGNY
181
Retirement Planning Group (New York)
New York
$4.81M
UIA
182
Ulland Investment Advisors
Minnesota
$4.77M
HBFP
183
Henderson Brothers Financial Partners
Pennsylvania
$4.72M
LSPW
184
Lake Street Private Wealth
Illinois
$4.71M
PIA
185
Perennial Investment Advisors
California
$4.68M
KWM
186
KFG Wealth Management
Indiana
$4.61M
AC
187
Apella Capital
Connecticut
$4.6M
KCPT
188
Kingstone Capital Partners Texas
Texas
$4.54M
SA
189
Sanctuary Advisors
Indiana
$4.51M
SWP
190
Semus Wealth Partners
Florida
$4.47M
FWP
191
FAS Wealth Partners
Kansas
$4.43M
HCP
192
Hexagon Capital Partners
Arkansas
$4.42M
EIP
193
Ellis Investment Partners
Pennsylvania
$4.42M
Bank of New York Mellon
194
Bank of New York Mellon
New York
$4.38M
OBWG
195
Onyx Bridge Wealth Group
New York
$4.37M
FFWA
196
FRG Family Wealth Advisors
Washington
$4.34M
PWMAG
197
Pinnacle Wealth Management Advisory Group
New Jersey
$4.31M
DC
198
Davenport & Co
Virginia
$4.29M
WS
199
Wedbush Securities
California
$4.24M
KF
200
Krilogy Financial
Missouri
$4.23M