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JPMorgan Nasdaq Equity Premium Income ETF

420 hedge funds and large institutions have $3.6B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+96
Holders Change %
+29.63%
% of All Funds
6.16%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.43%
New
117
Increased
229
Reduced
52
Closed
18
Calls
$2.85M
Puts
$3.02M
Net Calls
-$173K
Net Calls Change
+$2.91M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
226
Brookstone Capital Management
Illinois
$765K +$226K +4,525 +42%
AAS
227
Ameritas Advisory Services
Nebraska
$760K -$2.13M -42,336 -74%
EP
228
Eudaimonia Partners
Tennessee
$756K +$371K +7,425 +96%
CAAS
229
Capital Asset Advisory Services
Michigan
$756K +$756K +15,137 New
MCIA
230
Mountain Capital Investment Advisors
Colorado
$751K -$6.69K -134 -0.9%
TI
231
Trexquant Investment
Connecticut
$751K +$751K +15,033 New
BWA
232
Beam Wealth Advisors
Louisiana
$745K -$78.7K -1,576 -10%
ZF
233
Zega Financial
Florida
$743K +$743K +14,878 New
MW
234
Maia Wealth
Colorado
$738K +$738K +14,780 New
SEP
235
Southland Equity Partners
Missouri
$737K +$255K +5,105 +53%
SFS
236
Sowell Financial Services
Arkansas
$729K +$729K +14,496 New
NCM
237
NCM Capital Management
New Jersey
$726K +$22.5K +451 +3%
MAG
238
Mayfair Advisory Group
Alabama
$726K +$204K +4,122 +39%
JIP
239
Jaffetilchin Investment Partners
Florida
$709K +$9.14K +183 +1%
RA
240
Rockingstone Advisors
Massachusetts
$686K +$164K +3,290 +31%
SPC
241
Sigma Planning Corp
Michigan
$682K -$443K -8,866 -39%
PWM
242
Perigon Wealth Management
California
$675K +$228K +4,563 +51%
SFG
243
SevenBridge Financial Group
Pennsylvania
$674K +$31K +620 +5%
WCFA
244
Walkner Condon Financial Advisors
Wisconsin
$665K +$665K +13,320 New
HAS
245
HBW Advisory Services
California
$653K +$209K +4,189 +47%
AAS
246
Avantax Advisory Services
Texas
$651K +$651K +13,048 New
HFS
247
Howard Financial Services
Texas
$650K
ACA
248
Aptus Capital Advisors
Alabama
$647K -$10.1M -203,121 -94%
IAN
249
Integrated Advisors Network
Texas
$642K -$109K -2,176 -14%
DWP
250
Daymark Wealth Partners
Ohio
$636K +$264K +5,285 +71%