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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 %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.59B +$382M +7,027,261 +32%
Morgan Stanley
2
Morgan Stanley
New York
$1.08B +$19.2M +353,695 +2%
LPL Financial
3
LPL Financial
California
$713M +$123M +2,258,381 +21%
Bank of America
4
Bank of America
North Carolina
$606M +$83.4M +1,533,280 +16%
Wells Fargo
5
Wells Fargo
California
$412M +$41.9M +771,113 +11%
Raymond James Financial
6
Raymond James Financial
Florida
$213M +$5.17M +94,985 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$208M +$40M +735,924 +24%
UBS Group
8
UBS Group
Switzerland
$205M +$5.3M +97,449 +3%
Ameriprise
9
Ameriprise
Minnesota
$201M +$27M +496,258 +16%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$191M +$6.71M +123,259 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$156M -$26.7M -476,187 -15%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$156M +$6.31M +115,912 +4%
RIG
13
RiverFront Investment Group
Virginia
$140M +$2.41M +44,331 +2%
AF
14
Allworth Financial
California
$105M +$4.38M +80,560 +4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$91.9M +$5.62M +103,290 +7%
Stifel Financial
16
Stifel Financial
Missouri
$70.8M +$20.4M +375,740 +41%
MML Investors Services
17
MML Investors Services
Massachusetts
$66.5M +$5.58M +102,489 +9%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$65.1M -$428K -7,902 -0.7%
HCM
19
Hilton Capital Management
New York
$62.2M +$11.3M +207,801 +22%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$60.2M +$1.25M +22,906 +2%
AAS
21
Avantax Advisory Services
Texas
$56M +$3.27M +60,193 +6%
PAG
22
Private Advisor Group
New Jersey
$52.4M -$4.45M -81,852 -8%
KAS
23
Kestra Advisory Services
Texas
$52.4M +$6.53M +120,073 +14%
CAI
24
Capital Advisors Inc
Oklahoma
$52.1M +$1.17M +21,462 +2%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$49.1M +$23.4M +430,970 +91%