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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 %
PIA
251
Panoramic Investment Advisors
Colorado
$627K +$12.5K +250 +2%
HA
252
Herold Advisors
New York
$623K +$107K +2,139 +21%
Bank of New York Mellon
253
Bank of New York Mellon
New York
$619K -$1.12M -22,434 -64%
SSWM
254
Sheets Smith Wealth Management
North Carolina
$615K
MP
255
McDonald Partners
Ohio
$613K +$54.6K +1,093 +10%
NCM
256
Novare Capital Management
North Carolina
$599K +$49.9K +1,000 +9%
CB
257
Cadence Bank
Mississippi
$599K +$599K +12,000 New
GLA
258
Good Life Advisors
Pennsylvania
$592K +$362K +7,250 +157%
MA
259
Mutual Advisors
Nebraska
$583K +$345K +6,901 +145%
GWA
260
GGM Wealth Advisors
Maryland
$567K +$567K +10,955 New
CPL
261
CAP Partners LLC
Tennessee
$550K +$550K +11,009 New
FFA
262
First Foundation Advisors
California
$549K +$549K +10,992 New
SWM
263
SeaCrest Wealth Management
New York
$525K +$525K +10,687 New
Jane Street
264
Jane Street
New York
$524K -$2.16M -43,250 -80%
AAS
265
Annex Advisory Services
Wisconsin
$519K +$519K +10,393 New
EFMC
266
Empire Financial Management Company
New York
$517K
HCM
267
Highlander Capital Management
New Jersey
$511K -$27.5K -550 -5%
BWP
268
Balboa Wealth Partners
Arizona
$508K +$181K +3,628 +55%
SBIA
269
Sheaff Brock Investment Advisors
Indiana
$496K +$24.1K +483 +5%
ASN
270
Advisory Services Network
Georgia
$485K -$501K -10,026 -51%
DADC
271
D.A. Davidson & Co
Montana
$475K +$220K +4,415 +87%
TRCT
272
Tower Research Capital (TRC)
New York
$474K +$296K +5,922 +166%
Qube Research & Technologies (QRT)
273
Qube Research & Technologies (QRT)
United Kingdom
$473K +$467K +9,363 +8,590%
GGS
274
Galvin Gaustad & Stein
Arizona
$464K +$49.9K +1,000 +12%
PP
275
PDS Planning
Ohio
$454K +$454K +9,101 New