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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
VWM
401
Venturi Wealth Management
Texas
$16.9K +$7.14K +148 +78%
TPCW
402
TD Private Client Wealth
New York
$16.5K -$11.8K -245 -43%
RCM
403
Raleigh Capital Management
North Carolina
$15K +$2.41K +50 +20%
GFP
404
Gryphon Financial Partners
Ohio
$15K +$14.5K +300 New
CWAF
405
Core Wealth Advisors (Florida)
Florida
$14K +$2.56K +53 +23%
LFA
406
LGT Financial Advisors
Texas
$11.5K -$23.4K -484 -68%
VCM
407
Versant Capital Management
Arizona
$10.8K +$10.4K +216 New
BF
408
BOK Financial
Oklahoma
$10.5K +$10.1K +210 New
GWSG
409
GPS Wealth Strategies Group
Colorado
$10.3K +$290 +6 +3%
FWM
410
Focused Wealth Management
New York
$10K +$9.7K +201 New
TF
411
Tompkins Financial
New York
$9.99K +$9.65K +200 New
PAG
412
Paladin Advisory Group
Iowa
$9.84K
GEA
413
Glen Eagle Advisors
New Jersey
$6.94K +$6.71K +139 New
TVAMP
414
Tennessee Valley Asset Management Partners
Tennessee
$5.16K +$4.97K +103 New
AW
415
Avion Wealth
Texas
$5K
AAG
416
Armstrong Advisory Group
Massachusetts
$4.99K
FA
417
Financial Avengers
California
$4.99K
HDIM
418
Hanson & Doremus Investment Management
Vermont
$4K +$4.25K +88 New
CAM
419
Chesapeake Asset Management
New York
$2.31K +$48 +1 +2%
FPB
420
First PREMIER Bank
South Dakota
$2K +$2.12K +44 New
AWM
421
Abound Wealth Management
Tennessee
$1.5K +$1.45K +30 New
SFA
422
Semmax Financial Advisors
North Carolina
$1.31K +$1.21K +25 New
Fidelity Investments
423
Fidelity Investments
Massachusetts
$586 -$4.2K -87 -88%
Citadel Advisors
424
Citadel Advisors
Florida
-$2.58M -53,505 Closed
NFG
425
Norris Financial Group
South Carolina
-$1.43M -30,538 Closed