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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
TPCW
301
TD Private Client Wealth
New York
$27K
Legacy Financial Group (Iowa)
302
Legacy Financial Group (Iowa)
Iowa
$26.8K +$27.5K +570 New
IHWM
303
Iron Horse Wealth Management
Iowa
$23.5K +$21.7K +450 +900%
PTC
304
Private Trust Company
Ohio
$22.4K -$33.5K -695 -59%
VNA
305
Valley National Advisers
Pennsylvania
$22K +$22.9K +476 New
HBW
306
Hazlett, Burt & Watson
West Virginia
$21K +$21.7K +450 New
FMP
307
Financial Management Professionals
Texas
$20K +$19.9K +414 +2,070%
SCA
308
Stonebridge Capital Advisors
Minnesota
$18.8K +$19.3K +400 New
Bessemer Group
309
Bessemer Group
New Jersey
$16K +$16.4K +341 New
RCM
310
Raleigh Capital Management
North Carolina
$11.7K +$12K +250 New
HT
311
Headlands Technologies
Illinois
$11.5K +$11.8K +245 New
CWAF
312
Core Wealth Advisors (Florida)
Florida
$10.7K
MIM
313
Macroview Investment Management
Maryland
$9.95K +$434 +9 +4%
GWSG
314
GPS Wealth Strategies Group
Colorado
$9.4K +$241 +5 +3%
PAG
315
Paladin Advisory Group
Iowa
$9.24K +$2.89K +60 +44%
CG
316
Cutler Group
California
$9K -$24.1K -500 -71%
VWM
317
Venturi Wealth Management
Texas
$8.93K +$9.15K +190 New
PCM
318
Penserra Capital Management
California
$7K -$13K -269 -64%
Citigroup
319
Citigroup
New York
$5.26K +$5.39K +112 New
Qube Research & Technologies (QRT)
320
Qube Research & Technologies (QRT)
United Kingdom
$5.12K -$145K -3,019 -97%
AAG
321
Armstrong Advisory Group
Massachusetts
$4.69K +$4.82K +100 New
FA
322
Financial Avengers
California
$4.69K +$4.82K +100 New
WOSD
323
WFA of San Diego
California
$4.69K +$4.82K +100 New
Fidelity Investments
324
Fidelity Investments
Massachusetts
$4.63K +$4.67K +97 +4,850%
AW
325
Avion Wealth
Texas
$4K