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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
DWP
251
Daymark Wealth Partners
Ohio
$636K +$255K +5,285 +71%
PIA
252
Panoramic Investment Advisors
Colorado
$627K +$12.1K +250 +2%
HA
253
Herold Advisors
New York
$623K +$103K +2,139 +21%
Bank of New York Mellon
254
Bank of New York Mellon
New York
$619K -$1.08M -22,434 -64%
SSWM
255
Sheets Smith Wealth Management
North Carolina
$615K
MP
256
McDonald Partners
Ohio
$613K +$52.8K +1,093 +10%
NCM
257
Novare Capital Management
North Carolina
$599K +$48.3K +1,000 +9%
CB
258
Cadence Bank
Mississippi
$599K +$579K +12,000 New
GLA
259
Good Life Advisors
Pennsylvania
$592K +$350K +7,250 +157%
MA
260
Mutual Advisors
Nebraska
$583K +$333K +6,901 +145%
GWA
261
GGM Wealth Advisors
Maryland
$567K +$529K +10,955 New
CPL
262
CAP Partners LLC
Tennessee
$550K +$531K +11,009 New
FFA
263
First Foundation Advisors
California
$549K +$531K +10,992 New
NPT
264
National Philanthropic Trust
Pennsylvania
$531K +$513K +10,632 New
SWM
265
SeaCrest Wealth Management
New York
$525K +$516K +10,687 New
Jane Street
266
Jane Street
New York
$524K -$2.09M -43,250 -80%
AAS
267
Annex Advisory Services
Wisconsin
$519K +$502K +10,393 New
EFMC
268
Empire Financial Management Company
New York
$517K
HCM
269
Highlander Capital Management
New Jersey
$511K -$26.5K -550 -5%
BWP
270
Balboa Wealth Partners
Arizona
$508K +$175K +3,628 +55%
SBIA
271
Sheaff Brock Investment Advisors
Indiana
$496K +$23.3K +483 +5%
ASN
272
Advisory Services Network
Georgia
$485K -$484K -10,026 -51%
DADC
273
D.A. Davidson & Co
Montana
$475K +$213K +4,415 +87%
TRCT
274
Tower Research Capital (TRC)
New York
$474K +$286K +5,922 +166%
Qube Research & Technologies (QRT)
275
Qube Research & Technologies (QRT)
United Kingdom
$473K +$452K +9,363 +8,590%