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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 %
CWA
401
Core Wealth Advisors
Florida
$14K +$2.65K +53 +23%
LFA
402
LGT Financial Advisors
Texas
$11.5K -$24.1K -484 -68%
VCM
403
Versant Capital Management
Arizona
$10.8K +$10.8K +216 New
BF
404
BOK Financial
Oklahoma
$10.5K +$10.5K +210 New
GWSG
405
GPS Wealth Strategies Group
Colorado
$10.3K +$299 +6 +3%
FWM
406
Focused Wealth Management
New York
$10K +$10K +201 New
TF
407
Tompkins Financial
New York
$9.99K +$9.99K +200 New
PAG
408
Paladin Advisory Group
Iowa
$9.84K
GEA
409
Glen Eagle Advisors
New Jersey
$6.94K +$6.94K +139 New
TVAMP
410
Tennessee Valley Asset Management Partners
Tennessee
$5.16K +$5.16K +103 New
AW
411
Avion Wealth
Texas
$5K
FA
412
Financial Avengers
California
$4.99K
AAG
413
Armstrong Advisory Group
Massachusetts
$4.99K
HDIM
414
Hanson & Doremus Investment Management
Vermont
$4K +$4K +88 New
FPB
415
First PREMIER Bank
South Dakota
$2K +$2K +44 New
AWM
416
Abound Wealth Management
Tennessee
$1.5K +$1.5K +30 New
SFA
417
Semmax Financial Advisors
North Carolina
$1.31K +$1.31K +25 New
Fidelity Investments
418
Fidelity Investments
Massachusetts
$586 -$4.25K -87 -88%
Citadel Advisors
419
Citadel Advisors
Florida
-$2.51M -53,505 Closed
SC
420
Scotia Capital
Ontario, Canada
-$1.31M -27,954 Closed
Two Sigma Investments
421
Two Sigma Investments
New York
-$1.04M -22,200 Closed
WP
422
WealthSource Partners
California
-$731K -15,569 Closed
BAM
423
BTS Asset Management
Massachusetts
-$721K -15,365 Closed
ACM
424
Absolute Capital Management
Pennsylvania
-$593K -12,641 Closed
CA
425
Calton & Associates
Florida
-$434K -9,237 Closed