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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
CIAS
201
Capital Investment Advisory Services
North Carolina
$4.19M
TW
202
Trajan Wealth
Arizona
$4.17M
SPC
203
Sigma Planning Corp
Michigan
$4.14M
AWM
204
Axxcess Wealth Management
California
$4.11M
PI
205
PFG Investments
New York
$4.05M
WWA
206
WCG Wealth Advisors
Nevada
$4M
S
207
Sunpointe
Missouri
$4M
SOS
208
Silver Oak Securities
Tennessee
$4M
PWM
209
Palacios Wealth Management
Florida
$3.99M
NB
210
Nicolet Bankshares
Wisconsin
$3.88M
SWM
211
SeaCrest Wealth Management
New York
$3.87M
RFWA
212
RPg Family Wealth Advisory
Massachusetts
$3.83M
CL
213
Choreo LLC
Illinois
$3.78M
LF
214
Lighthouse Financial
Florida
$3.77M
SW
215
SlateStone Wealth
Florida
$3.77M
BAM
216
Belpointe Asset Management
Nevada
$3.76M
RGF
217
Retirement Guys Formula
Ohio
$3.76M
SCM
218
Saxony Capital Management
Missouri
$3.73M
VAM
219
Verity Asset Management
North Carolina
$3.72M
TPW
220
Turn8 Private Wealth
$3.69M
EFMC
221
Empire Financial Management Company
New York
$3.63M
SAFS
222
S&A Financial Services
Kansas
$3.59M
TWM
223
Tradition Wealth Management
Minnesota
$3.59M
HAS
224
HBW Advisory Services
California
$3.55M
WWMSC
225
Wagner Wealth Management (South Carolina)
South Carolina
$3.54M