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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
CTWM
276
Cherry Tree Wealth Management
Minnesota
$167K +$68.9K +1,430 +67%
DFA
277
DHJJ Financial Advisors
Illinois
$119K +$122K +2,531 New
GTAM
278
Global Trust Asset Management
Florida
$107K +$110K +2,290 New
LFG
279
Larson Financial Group
Missouri
$98.6K
SIS
280
Sound Income Strategies
Florida
$94.2K +$2.84K +59 +3%
FWA
281
FSC Wealth Advisors
New York
$87.2K +$5.68K +118 +7%
PNC Financial Services Group
282
PNC Financial Services Group
Pennsylvania
$84.5K +$25K +520 +41%
FFA
283
Farther Finance Advisors
California
$78.1K
William Blair & Company
284
William Blair & Company
Illinois
$55.6K
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$54K -$3.37K -70 -6%
AWM
286
Avior Wealth Management
Nebraska
$51.8K +$21.4K +444 +67%
BAM
287
Bellevue Asset Management
Washington
$51.6K
SS
288
Sunbelt Securities
Texas
$50.9K +$25.8K +535 +97%
WT
289
Whittier Trust
California
$50.1K
UB
290
UMB Bank
Missouri
$43.9K +$45.1K +936 New
US Bancorp
291
US Bancorp
Minnesota
$40.6K +$10.6K +221 +34%
BCM
292
BluePath Capital Management
Georgia
$40.2K +$41.2K +856 New
RDFA
293
Ritter Daniher Financial Advisory
Ohio
$36.4K
AF
294
Allworth Financial
California
$35.2K
NFSG
295
Newbridge Financial Services Group
Florida
$34.4K +$11.2K +232 +46%
IBOK
296
Independence Bank of Kentucky
Kentucky
$33.8K +$34.7K +720 New
LFA
297
LGT Financial Advisors
Texas
$33.5K +$34.4K +714 New
FRA
298
Front Row Advisors
California
$29.8K
HIA
299
Harbor Investment Advisory
Maryland
$27.9K
Creative Planning
300
Creative Planning
Kansas
$27.1K +$27.8K +578 New