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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
S
326
SignatureFD
Georgia
$3.68K +$771 +16 +26%
CAM
327
Chesapeake Asset Management
New York
$2.11K +$2.17K +45 New
HWP
328
Hibernia Wealth Partners
Louisiana
$664 +$674 +14 New
HCM
329
Hilton Capital Management
New York
-$44.6M -921,554 Closed
Renaissance Technologies
330
Renaissance Technologies
New York
-$11.3M -232,700 Closed
OMC
331
Old Mission Capital
Illinois
-$3.24M -66,887 Closed
AWA
332
Arete Wealth Advisors
Illinois
-$1.21M -24,981 Closed
VAS
333
Vestmark Advisory Solutions
Massachusetts
-$893K -18,460 Closed
CPW
334
Crestmont Private Wealth
Texas
-$635K -13,129 Closed
ACG
335
Allen Capital Group
Nebraska
-$514K -10,622 Closed
VWM
336
Vigilare Wealth Management
Arizona
-$381K -7,869 Closed
CIBC World Market
337
CIBC World Market
Ontario, Canada
-$378K -7,815 Closed
CIA
338
Compass Ion Advisors
Pennsylvania
-$249K -5,140 Closed
DE
339
Day & Ennis
Georgia
-$228K -4,709 Closed
Mercer Global Advisors
340
Mercer Global Advisors
Colorado
-$205K -4,234 Closed
VWA
341
V Wealth Advisors
Kansas
-$202K -4,173 Closed
CP
342
Castleview Partners
Texas
-$189K -3,901 Closed
CFO
343
CVA Family Office
Colorado
-$104K -2,150 Closed
SF
344
Safeguard Financial
Wisconsin
-$2K -58 Closed
AWM
345
Abound Wealth Management
Tennessee
-$2.54K -52 Closed
HS
346
Horan Securities
United States
-$885 -18 Closed
RG
347
Retirement Group
California
-$726 -15 Closed
VF
348
VitalStone Financial
Texas
+$482 +10 New