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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 %
CAM
326
Creekmur Asset Management
Illinois
$284K +$284K +5,692 New
PS
327
Principal Securities
Iowa
$281K +$281K +5,633 New
CA
328
Clearstead Advisors
Ohio
$280K -$280K -5,610 -50%
FFA
329
Florida Financial Advisors
Florida
$277K +$277K +5,552 New
TW
330
TritonPoint Wealth
Maryland
$276K +$276K +5,485 New
WSCM
331
Wellington Shields Capital Management
New York
$275K
BIM
332
Bridgecreek Investment Management
Oklahoma
$274K
Mercer Global Advisors
333
Mercer Global Advisors
Colorado
$262K +$262K +5,251 New
HCP
334
Hexagon Capital Partners
Arkansas
$252K +$73.6K +1,474 +41%
JWM
335
Jupiter Wealth Management
Colorado
$250K
Ameriprise
336
Ameriprise
Minnesota
$250K +$250K +4,999 New
APW
337
Aurora Private Wealth
New Jersey
$248K +$248K +4,959 New
CFG
338
Carr Financial Group
Massachusetts
$247K -$49.8K -998 -17%
EAM
339
Empirical Asset Management
Massachusetts
$241K +$241K +4,829 New
EWA
340
Etesian Wealth Advisors
Oregon
$239K +$239K +4,783 New
DE
341
Day & Ennis
Georgia
$237K +$237K +4,743 New
CA
342
Continuum Advisory
Idaho
$236K +$236K +4,735 New
CAM
343
Cozad Asset Management
Illinois
$235K +$235K +4,699 New
AGP
344
Autumn Glory Partners
Texas
$234K +$234K +4,625 New
LFAS
345
Level Four Advisory Services
Texas
$232K +$232K +4,644 New
PNC Financial Services Group
346
PNC Financial Services Group
Pennsylvania
$228K +$138K +2,770 +154%
Koshinski Asset Management
347
Koshinski Asset Management
Illinois
$226K -$723K -14,479 -76%
TP
348
Tranquility Partners
Tennessee
$223K -$6.34K -127 -3%
VA
349
Valmark Advisers
Ohio
$221K +$221K +4,435 New
SWM
350
Silverlake Wealth Management
Vermont
$221K -$275K -5,515 -55%