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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
CA
251
Cetera Advisors
Colorado
$283K +$290K +6,028 New
CFG
252
Carr Financial Group
Massachusetts
$283K +$56.3K +1,169 +24%
IA
253
IAM Advisory
Pennsylvania
$282K +$290K +6,011 New
AA
254
Argent Advisors
Louisiana
$282K +$289K +5,999 New
GFA
255
Gallagher Fiduciary Advisors
Illinois
$278K +$18.1K +376 +7%
Belvedere Trading
256
Belvedere Trading
Illinois
$272K -$284K -5,898 -50%
KeyBank National Association
257
KeyBank National Association
Ohio
$269K +$276K +5,739 New
KAM
258
Kraft Asset Management
Tennessee
$268K +$275K +5,711 New
WSCM
259
Wellington Shields Capital Management
New York
$258K
BIM
260
Bridgecreek Investment Management
Oklahoma
$256K +$263K +5,450 New
RWA
261
Redhawk Wealth Advisors
Minnesota
$252K +$8.09K +168 +3%
JWM
262
Jupiter Wealth Management
Colorado
$243K +$241K +5,000 New
NAS
263
NWF Advisory Services
California
$242K +$248K +5,146 New
MCA
264
Millennium Capital Advisors
Arkansas
$241K +$247K +5,127 New
FIC
265
Family Investment Center
Missouri
$240K +$246K +5,114 New
SIC
266
Samalin Investment Counsel
New York
$240K +$3.37K +70 +1%
DADC
267
D.A. Davidson & Co
Montana
$239K +$246K +5,100 New
SEI Investments
268
SEI Investments
Pennsylvania
$238K +$16.3K +338 +7%
CAN
269
Cetera Advisor Networks
California
$234K -$499K -10,360 -67%
MA
270
Mutual Advisors
Nebraska
$224K +$29.1K +605 +15%
GLA
271
Good Life Advisors
Pennsylvania
$216K +$222K +4,604 New
TP
272
Tranquility Partners
Tennessee
$216K +$7.18K +149 +3%
BPA
273
Beacon Pointe Advisors
California
$204K +$209K +4,349 New
HCP
274
Hexagon Capital Partners
Arkansas
$168K +$124K +2,577 +258%
TRCT
275
Tower Research Capital (TRC)
New York
$167K +$172K +3,566 New