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JPMorgan Nasdaq Equity Premium Income ETF

948 hedge funds and large institutions have $10.2B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 482 increasing their positions, 260 reducing their positions, and 63 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:

1% more capital invested

Capital invested by funds: $10.2B → $10.2B (+$71.7M)

1.26% less ownership

Funds ownership: 31.61%30.35% (-1.3%)

2% less funds holding in top 10

Funds holding in top 10: 4645 (-1)

Holders
948
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
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
WWA
201
WCG Wealth Advisors
Nevada
$4M
S
202
Sunpointe
Missouri
$4M
SOS
203
Silver Oak Securities
Tennessee
$4M
PWM
204
Palacios Wealth Management
Florida
$3.99M
NB
205
Nicolet Bankshares
Wisconsin
$3.88M
SWM
206
SeaCrest Wealth Management
New York
$3.87M
RFWA
207
RPg Family Wealth Advisory
Massachusetts
$3.83M
CL
208
Choreo LLC
Illinois
$3.78M
LF
209
Lighthouse Financial
Florida
$3.77M
SW
210
SlateStone Wealth
Florida
$3.77M
BAM
211
Belpointe Asset Management
Nevada
$3.76M
RGF
212
Retirement Guys Formula
Ohio
$3.76M
SCM
213
Saxony Capital Management
Missouri
$3.73M
VAM
214
Verity Asset Management
North Carolina
$3.72M
TPW
215
Turn8 Private Wealth
$3.69M
EFMC
216
Empire Financial Management Company
New York
$3.63M
TWM
217
Tradition Wealth Management
Minnesota
$3.59M
HAS
218
HBW Advisory Services
California
$3.55M
WWMSC
219
Wagner Wealth Management (South Carolina)
South Carolina
$3.54M
FA
220
Flagstar Advisors
New York
$3.51M
PGAM
221
Princeton Global Asset Management
New Jersey
$3.45M
LFAS
222
Level Four Advisory Services
Texas
$3.45M
RA
223
RFG Advisory
Alabama
$3.42M
WI
224
Westbourne Investments
Virginia
$3.37M
SMC
225
Smith, Moore & Co
Missouri
$3.33M