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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
GGS
276
Galvin Gaustad & Stein
Arizona
$464K +$48.3K +1,000 +12%
PP
277
PDS Planning
Ohio
$454K +$439K +9,101 New
MSFS
278
Main Street Financial Solutions
Pennsylvania
$452K +$37.6K +780 +9%
MWM
279
Marion Wealth Management
Pennsylvania
$449K +$2.75K +57 +0.6%
JF
280
JSF Financial
California
$443K +$428K +8,868 New
MBT
281
Montecito Bank & Trust
California
$440K +$36.2K +750 +9%
TSS
282
Two Sigma Securities
New York
$439K +$425K +8,802 New
MCC
283
Money Concepts Capital
Florida
$439K +$96K +1,988 +29%
WP
284
WealthShield Partners
North Carolina
$433K +$5.41K +112 +1%
BWM
285
BlackDiamond Wealth Management
New York
$433K +$20.7K +429 +5%
Bank of Montreal
286
Bank of Montreal
Ontario, Canada
$429K +$676 +14 +0.2%
GVAG
287
Great Valley Advisor Group
Delaware
$422K -$168K -3,473 -29%
SCA
288
Snowden Capital Advisors
New York
$422K +$408K +8,444 New
RFA
289
Resurgent Financial Advisors
Georgia
$421K +$407K +8,437 New
PI
290
PFG Investments
New York
$411K +$398K +8,241 New
SFP
291
Shepherd Financial Partners
Massachusetts
$404K +$391K +8,097 New
ZIMP
292
Zimmermann Investment Management & Planning
Pennsylvania
$401K -$18.7K -387 -5%
BWM
293
Birchcreek Wealth Management
Ohio
$396K
BSSFA
294
Baron Silver Stevens Financial Advisors
Florida
$392K +$379K +7,844 New
FIC
295
Family Investment Center
Missouri
$383K +$124K +2,561 +50%
MIC
296
Means Investment Company
Maine
$378K +$366K +7,573 New
MAM
297
Morse Asset Management
Connecticut
$374K +$362K +7,500 New
MCA
298
Millennium Capital Advisors
Arkansas
$372K +$112K +2,327 +45%
SL
299
SWMG LLC
Texas
$370K -$154K -3,181 -30%
ACM
300
Advance Capital Management
Michigan
$359K +$35.5K +736 +11%