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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
Koshinski Asset Management
351
Koshinski Asset Management
Illinois
$226K -$699K -14,479 -76%
TP
352
Tranquility Partners
Tennessee
$223K -$6.13K -127 -3%
VA
353
Valmark Advisers
Ohio
$221K +$214K +4,435 New
SWM
354
Silverlake Wealth Management
Vermont
$221K -$266K -5,515 -55%
LNWWM
355
Laird Norton Wetherby Wealth Management
California
$221K +$214K +4,424 New
CFA
356
Cahill Financial Advisors
Minnesota
$212K +$205K +4,241 New
SIC
357
Samalin Investment Counsel
New York
$211K -$42.4K -878 -17%
IA
358
IFG Advisory
Georgia
$210K +$203K +4,212 New
SIM
359
Stratos Investment Management
Ohio
$205K +$198K +4,103 New
CTWM
360
Cherry Tree Wealth Management
Minnesota
$204K +$25.4K +527 +15%
CFO
361
CVA Family Office
Colorado
$200K +$193K +4,005 New
NFSG
362
Newbridge Financial Services Group
Florida
$171K +$130K +2,692 +368%
BL
363
BFSG LLC
California
$160K +$154K +3,200 New
CJ
364
Caitlin John
Michigan
$146K +$140K +2,893 New
FWA
365
FSC Wealth Advisors
New York
$144K +$49.9K +1,033 +56%
HT
366
Headlands Technologies
Illinois
$138K +$121K +2,516 +1,027%
DFA
367
DHJJ Financial Advisors
Illinois
$124K -$2.17K -45 -2%
SIS
368
Sound Income Strategies
Florida
$116K +$15.3K +317 +16%
AWM
369
Avior Wealth Management
Nebraska
$110K +$53.3K +1,104 +100%
FFA
370
Farther Finance Advisors
California
$103K +$19K +393 +24%
IGWM
371
ICA Group Wealth Management
Colorado
$90.6K +$87.6K +1,815 New
VAG
372
VisionPoint Advisory Group
Texas
$84.9K +$82.1K +1,700 New
RDFA
373
Ritter Daniher Financial Advisory
Ohio
$83K +$42.9K +888 +115%
CAM
374
Close Asset Management
United Kingdom
$74K +$71.3K +1,477 New
HFS
375
HBC Financial Services
Washington
$74K +$72.4K +1,500 New