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JPMorgan Nasdaq Equity Premium Income ETF

324 hedge funds and large institutions have $2.02B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 181 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+56
Holders Change %
+20.9%
% of All Funds
5.17%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
77
Increased
181
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
Shares
Change %
SIS
276
Sound Income Strategies
Florida
$94.2K +$2.77K +59 +3%
FWA
277
FSC Wealth Advisors
New York
$87.2K +$5.54K +118 +7%
PNC Financial Services Group
278
PNC Financial Services Group
Pennsylvania
$84.5K +$24.4K +520 +41%
FFA
279
Farther Finance Advisors
California
$78.1K
William Blair & Company
280
William Blair & Company
Illinois
$55.6K
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$54K -$3.29K -70 -6%
AWM
282
Avior Wealth Management
Nebraska
$51.8K +$20.9K +444 +67%
BAM
283
Bellevue Asset Management
Washington
$51.6K
SS
284
Sunbelt Securities
Texas
$50.9K +$25.1K +535 +97%
WT
285
Whittier Trust
California
$50.1K
UB
286
UMB Bank
Missouri
$43.9K +$43.9K +936 New
US Bancorp
287
US Bancorp
Minnesota
$40.6K +$10.4K +221 +34%
BCM
288
BluePath Capital Management
Georgia
$40.2K +$40.2K +856 New
RDFA
289
Ritter Daniher Financial Advisory
Ohio
$36.4K
AF
290
Allworth Financial
California
$35.2K
NFSG
291
Newbridge Financial Services Group
Florida
$34.4K +$10.9K +232 +46%
IBOK
292
Independence Bank of Kentucky
Kentucky
$33.8K +$33.8K +720 New
LFA
293
LGT Financial Advisors
Texas
$33.5K +$33.5K +714 New
FRA
294
Front Row Advisors
California
$29.8K
HIA
295
Harbor Investment Advisory
Maryland
$27.9K
Creative Planning
296
Creative Planning
Kansas
$27.1K +$27.1K +578 New
TPCW
297
TD Private Client Wealth
New York
$27K
Legacy Financial Group (Iowa)
298
Legacy Financial Group (Iowa)
Iowa
$26.8K +$26.8K +570 New
IHWM
299
Iron Horse Wealth Management
Iowa
$23.5K +$21.1K +450 +900%
PTC
300
Private Trust Company
Ohio
$22.4K -$32.6K -695 -59%