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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 %
MSFS
276
Main Street Financial Solutions
Pennsylvania
$452K +$38.9K +780 +9%
MWM
277
Marion Wealth Management
Pennsylvania
$449K +$2.85K +57 +0.6%
JF
278
JSF Financial
California
$443K +$443K +8,868 New
MBT
279
Montecito Bank & Trust
California
$440K +$37.4K +750 +9%
TSS
280
Two Sigma Securities
New York
$439K +$439K +8,802 New
MCC
281
Money Concepts Capital
Florida
$439K +$99.3K +1,988 +29%
WP
282
WealthShield Partners
North Carolina
$433K +$5.64K +112 +1%
BWM
283
BlackDiamond Wealth Management
New York
$433K +$22.3K +429 +5%
Bank of Montreal
284
Bank of Montreal
Ontario, Canada
$429K +$700 +14 +0.2%
GVAG
285
Great Valley Advisor Group
Delaware
$422K -$173K -3,473 -29%
SCA
286
Snowden Capital Advisors
New York
$422K +$422K +8,444 New
RFA
287
Resurgent Financial Advisors
Georgia
$421K +$421K +8,437 New
PI
288
PFG Investments
New York
$411K +$411K +8,241 New
SFP
289
Shepherd Financial Partners
Massachusetts
$404K +$404K +8,097 New
ZIMP
290
Zimmermann Investment Management & Planning
Pennsylvania
$401K -$19.3K -387 -5%
BWM
291
Birchcreek Wealth Management
Ohio
$396K
BSSFA
292
Baron Silver Stevens Financial Advisors
Florida
$392K +$392K +7,844 New
FIC
293
Family Investment Center
Missouri
$383K +$128K +2,561 +50%
MIC
294
Means Investment Company
Maine
$378K +$378K +7,573 New
MAM
295
Morse Asset Management
Connecticut
$374K +$374K +7,500 New
SL
296
SWMG LLC
Texas
$370K -$159K -3,181 -30%
ACM
297
Advance Capital Management
Michigan
$359K +$36.7K +736 +11%
XWM
298
Xcel Wealth Management
Florida
$356K +$17.8K +356 +5%
WWM
299
Western Wealth Management
Colorado
$354K +$3K +60 +0.9%
SWA
300
Stratos Wealth Advisors
Ohio
$348K +$348K +6,967 New