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JPMorgan Nasdaq Equity Premium Income ETF

268 hedge funds and large institutions have $1.4B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 149 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+65
Holders Change %
+32.02%
% of All Funds
4.23%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
82
Increased
149
Reduced
26
Closed
17
Calls
$339K
Puts
$1.89M
Net Calls
-$1.55M
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CP
226
Castleview Partners
Texas
$189K -$107K -2,220 -36%
PGAM
227
Princeton Global Asset Management
New Jersey
$135K +$105K +2,175 +348%
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$120K +$21.5K +445 +22%
Qube Research & Technologies (QRT)
229
Qube Research & Technologies (QRT)
United Kingdom
$112K +$112K +3,128 New
CFO
230
CVA Family Office
Colorado
$104K +$104K +2,150 New
CTWM
231
Cherry Tree Wealth Management
Minnesota
$103K +$103K +2,123 New
LFG
232
Larson Financial Group
Missouri
$102K +$102K +2,100 New
SIS
233
Sound Income Strategies
Florida
$94.3K +$94.3K +1,949 New
FWA
234
FSC Wealth Advisors
New York
$84.2K +$21.9K +452 +35%
FFA
235
Farther Finance Advisors
California
$80.5K +$80.5K +1,665 New
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$61.9K +$61.9K +1,280 New
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$59.1K +$59.1K +1,221 New
William Blair & Company
238
William Blair & Company
Illinois
$57.3K
PTC
239
Private Trust Company
Ohio
$56.7K +$45.5K +941 +407%
BAM
240
Bellevue Asset Management
Washington
$53.2K
WT
241
Whittier Trust
California
$51.6K +$51.6K +1,067 New
HCP
242
Hexagon Capital Partners
Arkansas
$48.4K +$43.5K +900 +900%
RDFA
243
Ritter Daniher Financial Advisory
Ohio
$37.5K +$37.5K +775 New
AF
244
Allworth Financial
California
$36.3K +$36.3K +750 New
CG
245
Cutler Group
California
$33K +$33K +700 New
AWM
246
Avior Wealth Management
Nebraska
$31.9K +$20.1K +415 +170%
US Bancorp
247
US Bancorp
Minnesota
$31.2K +$3.48K +72 +13%
FRA
248
Front Row Advisors
California
$31K +$31K +635 New
HIA
249
Harbor Investment Advisory
Maryland
$28.7K +$12.7K +262 +79%
TPCW
250
TD Private Client Wealth
New York
$27.9K +$27.9K +576 New