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JPMorgan Nasdaq Equity Premium Income ETF

920 hedge funds and large institutions have $10.1B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 454 increasing their positions, 226 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
920
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
$105M
Puts
$47.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
201
KFG Wealth Management
Indiana
$4.01M
SPC
202
Sigma Planning Corp
Michigan
$3.99M
EFMC
203
Empire Financial Management Company
New York
$3.99M
SW
204
SlateStone Wealth
Florida
$3.98M
RWA
205
Rooted Wealth Advisors
Illinois
$3.97M
PGAM
206
Princeton Global Asset Management
New Jersey
$3.96M
SWM
207
SeaCrest Wealth Management
New York
$3.96M
RPGNY
208
Retirement Planning Group (New York)
New York
$3.96M
KCPT
209
Kingstone Capital Partners Texas
Texas
$3.87M
GWMR
210
GC Wealth Management RIA
Massachusetts
$3.8M
FA
211
Flagstar Advisors
New York
$3.79M
SCM
212
Saxony Capital Management
Missouri
$3.74M
HG
213
Herbst Group
Connecticut
$3.72M
RGF
214
Retirement Guys Formula
Ohio
$3.69M
MAG
215
Mayfair Advisory Group
Alabama
$3.65M
WWMSC
216
Wagner Wealth Management (South Carolina)
South Carolina
$3.65M
TPW
217
Turn8 Private Wealth
$3.62M
PWM
218
Palacios Wealth Management
Florida
$3.58M
FH
219
FWG Holdings
Florida
$3.57M
AIA
220
AssuredPartners Investment Advisors
Florida
$3.55M
WS
221
Wedbush Securities
California
$3.54M
HAS
222
HBW Advisory Services
California
$3.53M
WG
223
WMS Group
Louisiana
$3.52M
CFG
224
Citizens Financial Group
Rhode Island
$3.5M
VAM
225
Verity Asset Management
North Carolina
$3.44M