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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 %
FA
301
Fiduciary Alliance
South Carolina
$345K +$345K +6,901 New
RJT
302
Raymond James Trust
Florida
$343K +$343K +6,877 New
PA
303
PFG Advisors
Arizona
$343K +$343K +6,872 New
MW
304
Marcum Wealth
Ohio
$342K -$8.99K -180 -3%
US Bancorp
305
US Bancorp
Minnesota
$337K +$294K +5,888 +681%
HSA
306
HBK Sorce Advisory
Pennsylvania
$332K +$332K +6,656 New
WAM
307
WNY Asset Management
New York
$331K +$331K +6,633 New
OBWG
308
Onyx Bridge Wealth Group
New York
$328K +$328K +6,573 New
CG
309
Cutler Group
California
$328K +$318K +6,372 +3,186%
RWA
310
Redhawk Wealth Advisors
Minnesota
$327K +$59.1K +1,184 +22%
CAG
311
Csenge Advisory Group
Florida
$324K +$324K +6,498 New
CFGS
312
Concourse Financial Group Securities
Alabama
$324K +$9.24K +185 +3%
Creative Planning
313
Creative Planning
Kansas
$319K +$291K +5,821 +1,007%
BAG
314
Bridgewealth Advisory Group
California
$316K +$316K +6,327 New
IAS
315
Insigneo Advisory Services
Florida
$315K +$315K +6,253 New
LA
316
Lifeworks Advisors
Michigan
$314K
EFS
317
Essex Financial Services
Connecticut
$313K +$313K +6,264 New
VCP
318
Verus Capital Partners
Arizona
$313K +$7.49K +150 +2%
IA
319
IAM Advisory
Pennsylvania
$310K +$9.79K +196 +3%
BAAM
320
Baker Avenue Asset Management
California
$304K
CW
321
CreativeOne Wealth
Kansas
$302K
AA
322
Argent Advisors
Louisiana
$300K
GFA
323
Gallagher Fiduciary Advisors
Illinois
$298K +$1.75K +35 +0.6%
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$297K +$297K +5,942 New
KeyBank National Association
325
KeyBank National Association
Ohio
$287K