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JPMorgan Nasdaq Equity Premium Income ETF

329 hedge funds and large institutions have $2.03B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 183 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 19

273% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 49

44% more capital invested

Capital invested by funds: $1.41B → $2.03B (+$620M)

22% more funds holding

Funds holding: 270329 (+59)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

1.09% less ownership

Funds ownership: 37.78%36.68% (-1.1%)

75% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $4.1M

Holders
329
Holders Change
+59
Holders Change %
+21.85%
% of All Funds
5.22%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
80
Increased
183
Reduced
49
Closed
19
Calls
$1.02M
Puts
$4.1M
Net Calls
-$3.08M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
GGS
226
Galvin Gaustad & Stein
Arizona
$390K +$111K +2,300 +38%
MSFS
227
Main Street Financial Solutions
Pennsylvania
$389K +$399K +8,279 New
MBT
228
Montecito Bank & Trust
California
$378K +$388K +8,060 New
BWM
229
Birchcreek Wealth Management
Ohio
$372K
TFS
230
Thoroughbred Financial Services
Tennessee
$363K +$47.7K +990 +15%
BWM
231
BlackDiamond Wealth Management
New York
$363K +$381K +7,901 New
EP
232
Eudaimonia Partners
Tennessee
$362K +$372K +7,721 New
DWP
233
Daymark Wealth Partners
Ohio
$350K +$359K +7,451 New
Cetera Investment Advisers
234
Cetera Investment Advisers
Illinois
$349K -$593K -12,309 -62%
BRWA
235
B. Riley Wealth Advisors
Florida
$346K +$51.6K +1,072 +17%
LAM
236
Lifestyle Asset Management
Texas
$337K +$346K +7,180 New
WWM
237
Western Wealth Management
Colorado
$330K +$90K +1,868 +36%
MW
238
Marcum Wealth
Ohio
$329K +$29.8K +619 +10%
SFC
239
Strategic Financial Concepts
Texas
$321K -$12K -250 -4%
MCC
240
Money Concepts Capital
Florida
$319K +$327K +6,795 New
XWM
241
Xcel Wealth Management
Florida
$317K -$2.18M -45,259 -87%
CAM
242
Cresset Asset Management
Illinois
$315K -$756K -15,685 -70%
BWP
243
Balboa Wealth Partners
Arizona
$307K +$316K +6,552 New
AA
244
AlphaMark Advisors
Kentucky
$304K +$8.24K +171 +3%
ACM
245
Advance Capital Management
Michigan
$303K +$311K +6,458 New
CFGS
246
Concourse Financial Group Securities
Alabama
$296K -$7.13K -148 -2%
LA
247
Lifeworks Advisors
Michigan
$295K +$303K +6,285 New
VCP
248
Verus Capital Partners
Arizona
$287K +$294K +6,111 New
BAAM
249
Baker Avenue Asset Management
California
$286K
CW
250
CreativeOne Wealth
Kansas
$284K -$433K -8,991 -60%