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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
AA
326
Argent Advisors
Louisiana
$300K
GFA
327
Gallagher Fiduciary Advisors
Illinois
$298K +$1.69K +35 +0.6%
CIBC Private Wealth Group
328
CIBC Private Wealth Group
Georgia
$297K +$287K +5,942 New
KeyBank National Association
329
KeyBank National Association
Ohio
$287K
CAM
330
Creekmur Asset Management
Illinois
$284K +$275K +5,692 New
PS
331
Principal Securities
Iowa
$281K +$272K +5,633 New
CA
332
Clearstead Advisors
Ohio
$280K -$271K -5,610 -50%
FFA
333
Florida Financial Advisors
Florida
$277K +$268K +5,552 New
TW
334
TritonPoint Wealth
Maryland
$276K +$265K +5,485 New
WSCM
335
Wellington Shields Capital Management
New York
$275K
BIM
336
Bridgecreek Investment Management
Oklahoma
$274K
Mercer Global Advisors
337
Mercer Global Advisors
Colorado
$262K +$253K +5,251 New
HCP
338
Hexagon Capital Partners
Arkansas
$252K +$71.1K +1,474 +41%
JWM
339
Jupiter Wealth Management
Colorado
$250K
Ameriprise
340
Ameriprise
Minnesota
$250K +$241K +4,999 New
APW
341
Aurora Private Wealth
New Jersey
$248K +$239K +4,959 New
CFG
342
Carr Financial Group
Massachusetts
$247K -$48.2K -998 -17%
EAM
343
Empirical Asset Management
Massachusetts
$241K +$233K +4,829 New
EWA
344
Etesian Wealth Advisors
Oregon
$239K +$231K +4,783 New
DE
345
Day & Ennis
Georgia
$237K +$229K +4,743 New
CA
346
Continuum Advisory
Idaho
$236K +$229K +4,735 New
CAM
347
Cozad Asset Management
Illinois
$235K +$227K +4,699 New
AGP
348
Autumn Glory Partners
Texas
$234K +$223K +4,625 New
LFAS
349
Level Four Advisory Services
Texas
$232K +$224K +4,644 New
PNC Financial Services Group
350
PNC Financial Services Group
Pennsylvania
$228K +$134K +2,770 +154%