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JPMorgan Nasdaq Equity Premium Income ETF

785 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, 206 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
+15
Holders Change %
+1.95%
% of All Funds
10.53%
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
206
Closed
68
Calls
$73M
Puts
$35.6M
Net Calls
+$37.4M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SMC
201
Smith, Moore & Co
Missouri
$3.2M -$207K -3,811 -6%
HWP
202
Hibernia Wealth Partners
Louisiana
$3.17M +$2.28M +41,889 +256%
MW
203
Maia Wealth
Colorado
$3.17M +$254K +4,660 +9%
OC
204
Oppenheimer & Co
New York
$3.16M -$107K -1,964 -3%
PIA
205
Perennial Investment Advisors
California
$3.12M +$187K +3,443 +6%
TSWM
206
Tyler-Stone Wealth Management
Ohio
$3.1M -$304K -5,585 -9%
S
207
Sunpointe
Missouri
$3.08M +$809K +14,880 +36%
TPW
208
Turn8 Private Wealth
$3.07M
JSL
209
JT Stratford LLC
Georgia
$3.07M +$140K +2,582 +5%
PWMAG
210
Pinnacle Wealth Management Advisory Group
New Jersey
$3.06M +$611K +11,229 +25%
HAS
211
HBW Advisory Services
California
$3.05M -$167K -3,065 -5%
CGA
212
Crescent Grove Advisors
Illinois
$2.99M +$793K +14,585 +36%
PFG
213
Prosperity Financial Group
California
$2.97M +$188K +3,461 +7%
FZCM
214
Flynn Zito Capital Management
New York
$2.93M +$250K +4,602 +9%
RGF
215
Retirement Guys Formula
Ohio
$2.9M +$430K +7,904 +17%
MCC
216
Money Concepts Capital
Florida
$2.86M -$320K -5,884 -10%
MHS
217
M Holdings Securities
Oregon
$2.82M +$1.22M +22,394 +76%
PWM
218
Purus Wealth Management
California
$2.78M +$6.69K +123 +0.2%
IA
219
Integrity Alliance
Iowa
$2.76M -$996K -18,315 -26%
RSWM
220
Robertson Stephens Wealth Management
California
$2.76M -$560K -10,287 -17%
SLWA
221
San Luis Wealth Advisors
California
$2.73M +$166K +3,047 +6%
SDH
222
Sloy Dahl & Holst
Washington
$2.72M +$203K +3,730 +8%
CWMGO
223
Capstone Wealth Management Group (Oregon)
Oregon
$2.68M -$331K -6,091 -11%
SWP
224
Summit Wealth Partners
Florida
$2.68M +$473K +8,693 +21%
RMC
225
Ring Mountain Capital
California
$2.67M +$426K +7,794 +19%