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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
S
376
SignatureFD
Georgia
$73.6K +$67.4K +1,397 +1,791%
WSC
377
Wellington Shields & Co
New York
$60.2K +$58.2K +1,205 New
AF
378
Allworth Financial
California
$59.4K +$21.2K +439 +59%
SS
379
Sunbelt Securities
Texas
$55.4K +$1.21K +25 +2%
BWM
380
BKM Wealth Management
Wisconsin
$55.2K +$53.3K +1,105 New
PTC
381
Private Trust Company
Ohio
$48.8K +$24.1K +500 +105%
UB
382
UMB Bank
Missouri
$46.7K
RBC
383
Roble Belko & Company
Pennsylvania
$43K +$42K +871 New
GTAM
384
Global Trust Asset Management
Florida
$39.9K -$71.9K -1,490 -65%
TCM
385
TD Capital Management
Tennessee
$39.9K +$38.6K +800 New
IHWM
386
Iron Horse Wealth Management
Iowa
$36.9K +$11.6K +240 +48%
IBOK
387
Independence Bank of Kentucky
Kentucky
$36K
FRA
388
Front Row Advisors
California
$32K
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$31.5K -$25.1K -520 -45%
HBW
390
Hazlett, Burt & Watson
West Virginia
$31K +$9.65K +200 +44%
HIA
391
Harbor Investment Advisory
Maryland
$29.7K
GWSA
392
Global Wealth Strategies & Associates
Colorado
$27.5K +$26.5K +550 New
CPA
393
Clear Point Advisors
New York
$26.2K +$25.3K +525 New
LFG
394
Larson Financial Group
Missouri
$25K -$77.2K -1,600 -76%
VNA
395
Valley National Advisers
Pennsylvania
$24K +$241 +5 +1%
FMP
396
Financial Management Professionals
Texas
$22K +$531 +11 +3%
MIM
397
Macroview Investment Management
Maryland
$22K +$11K +228 +108%
RG
398
Retirement Group
California
$20.7K +$20K +415 New
OLVIG
399
Oliver Lagore Vanvalin Investment Group
Michigan
$19.5K +$18.8K +390 New
Bessemer Group
400
Bessemer Group
New Jersey
$17K