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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
XWM
301
Xcel Wealth Management
Florida
$356K +$17.2K +356 +5%
WWM
302
Western Wealth Management
Colorado
$354K +$2.9K +60 +0.9%
SWA
303
Stratos Wealth Advisors
Ohio
$348K +$336K +6,967 New
FA
304
Fiduciary Alliance
South Carolina
$345K +$333K +6,901 New
RJT
305
Raymond James Trust
Florida
$343K +$332K +6,877 New
PA
306
PFG Advisors
Arizona
$343K +$332K +6,872 New
MW
307
Marcum Wealth
Ohio
$342K -$8.69K -180 -3%
US Bancorp
308
US Bancorp
Minnesota
$337K +$284K +5,888 +681%
HSA
309
HBK Sorce Advisory
Pennsylvania
$332K +$321K +6,656 New
WAM
310
WNY Asset Management
New York
$331K +$320K +6,633 New
OBWG
311
Onyx Bridge Wealth Group
New York
$328K +$317K +6,573 New
CG
312
Cutler Group
California
$328K +$308K +6,372 +3,186%
RWA
313
Redhawk Wealth Advisors
Minnesota
$327K +$57.1K +1,184 +22%
CAG
314
Csenge Advisory Group
Florida
$324K +$314K +6,498 New
CFGS
315
Concourse Financial Group Securities
Alabama
$324K +$8.93K +185 +3%
Creative Planning
316
Creative Planning
Kansas
$319K +$281K +5,821 +1,007%
BAG
317
Bridgewealth Advisory Group
California
$316K +$305K +6,327 New
IAS
318
Insigneo Advisory Services
Florida
$315K +$302K +6,253 New
LA
319
Lifeworks Advisors
Michigan
$314K
EFS
320
Essex Financial Services
Connecticut
$313K +$302K +6,264 New
VCP
321
Verus Capital Partners
Arizona
$313K +$7.24K +150 +2%
IA
322
IAM Advisory
Pennsylvania
$310K +$9.46K +196 +3%
NAS
323
NWF Advisory Services
California
$309K +$50.2K +1,041 +20%
BAAM
324
Baker Avenue Asset Management
California
$304K
CW
325
CreativeOne Wealth
Kansas
$302K