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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
HG
201
Herbst Group
Connecticut
$3.09M +$2.69M +48,296 +424%
FA
202
Flagstar Advisors
New York
$3.07M +$831K +14,925 +34%
HAS
203
HBW Advisory Services
California
$3.06M +$2.12M +38,072 +181%
AWM
204
Avior Wealth Management
Nebraska
$3.05M +$816K +14,653 +33%
MCC
205
Money Concepts Capital
Florida
$3.03M +$165K +2,961 +5%
OWA
206
ORBA Wealth Advisors
Illinois
$2.97M +$321K +5,759 +11%
AWA
207
Arkadios Wealth Advisors
Georgia
$2.97M +$450K +8,086 +16%
OBWG
208
Onyx Bridge Wealth Group
New York
$2.94M +$151K +2,717 +5%
TPW
209
Turn8 Private Wealth
$2.93M +$3.15M +56,500 New
HI
210
Harbour Investments
Wisconsin
$2.88M +$143K +2,565 +5%
CWMGO
211
Capstone Wealth Management Group (Oregon)
Oregon
$2.86M -$45.2K -811 -1%
SWM
212
SeaCrest Wealth Management
New York
$2.85M -$35.7K -641 -1%
DADC
213
D.A. Davidson & Co
Montana
$2.84M +$977K +17,532 +47%
MA
214
Mutual Advisors
Nebraska
$2.84M +$930K +16,705 +43%
PA
215
PFG Advisors
Arizona
$2.83M +$994K +17,842 +48%
PIA
216
Perennial Investment Advisors
California
$2.79M +$14.8K +266 +0.5%
JSL
217
JT Stratford LLC
Georgia
$2.79M +$234K +4,205 +8%
CB
218
Cadence Bank
Mississippi
$2.78M +$1.05M +18,790 +54%
FWM
219
Foguth Wealth Management
Michigan
$2.73M +$1.13M +20,229 +62%
AWM
220
AE Wealth Management
Kansas
$2.73M -$32.5K -584 -1%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$2.73M -$207K -3,709 -7%
SAW
222
Signal Advisors Wealth
Michigan
$2.72M +$2.43M +43,695 +498%
MPW
223
Monterey Private Wealth
California
$2.7M +$719K +12,904 +33%
MW
224
Maia Wealth
Colorado
$2.67M -$1.07M -19,180 -26%
PA
225
Pinnacle Associates
New York
$2.67M +$1.6M +28,780 +126%