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JPMorgan Nasdaq Equity Premium Income ETF

425 hedge funds and large institutions have $3.61B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 233 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

521% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 19

348% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 52

78% more capital invested

Capital invested by funds: $2.03B → $3.61B (+$1.58B)

38% more funds holding in top 10

Funds holding in top 10: 2129 (+8)

29% more funds holding

Funds holding: 329425 (+96)

6.33% more ownership

Funds ownership: 36.68%43.01% (+6.3%)

6% less call options, than puts

Call options by funds: $2.85M | Put options by funds: $3.02M

Holders
425
Holders Change
+96
Holders Change %
+29.18%
% of All Funds
6.2%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.42%
New
118
Increased
233
Reduced
52
Closed
19
Calls
$2.85M
Puts
$3.02M
Net Calls
-$173K
Net Calls Change
+$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
MAC
226
Mason & Associates (California)
California
$767K +$16K +331 +2%
BCM
227
Brookstone Capital Management
Illinois
$765K +$218K +4,525 +42%
AAS
228
Ameritas Advisory Services
Nebraska
$760K -$2.04M -42,336 -74%
EP
229
Eudaimonia Partners
Tennessee
$756K +$358K +7,425 +96%
CAAS
230
Capital Asset Advisory Services
Michigan
$756K +$731K +15,137 New
MCIA
231
Mountain Capital Investment Advisors
Colorado
$751K -$6.47K -134 -0.9%
TI
232
Trexquant Investment
Connecticut
$751K +$726K +15,033 New
BWA
233
Beam Wealth Advisors
Louisiana
$745K -$76.1K -1,576 -10%
ZF
234
Zega Financial
Florida
$743K +$718K +14,878 New
MW
235
Maia Wealth
Colorado
$738K +$713K +14,780 New
SEP
236
Southland Equity Partners
Missouri
$737K +$246K +5,105 +53%
SFS
237
Sowell Financial Services
Arkansas
$729K +$700K +14,496 New
NCM
238
NCM Capital Management
New Jersey
$726K +$21.8K +451 +3%
MAG
239
Mayfair Advisory Group
Alabama
$726K +$199K +4,122 +39%
JIP
240
Jaffetilchin Investment Partners
Florida
$709K +$8.83K +183 +1%
RA
241
Rockingstone Advisors
Massachusetts
$686K +$159K +3,290 +31%
SPC
242
Sigma Planning Corp
Michigan
$682K -$428K -8,866 -39%
PWM
243
Perigon Wealth Management
California
$675K +$220K +4,563 +51%
SFG
244
SevenBridge Financial Group
Pennsylvania
$674K +$29.9K +620 +5%
WCFA
245
Walkner Condon Financial Advisors
Wisconsin
$665K +$643K +13,320 New
HAS
246
HBW Advisory Services
California
$653K +$202K +4,189 +47%
AAS
247
Avantax Advisory Services
Texas
$651K +$630K +13,048 New
HFS
248
Howard Financial Services
Texas
$650K
ACA
249
Aptus Capital Advisors
Alabama
$647K -$9.8M -203,121 -94%
IAN
250
Integrated Advisors Network
Texas
$642K -$105K -2,176 -14%