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JPMorgan Nasdaq Equity Premium Income ETF

142 hedge funds and large institutions have $936M invested in JPMorgan Nasdaq Equity Premium Income ETF in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 47 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 11

290% more capital invested

Capital invested by funds: $240M → $936M (+$696M)

135% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 20

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

58% more funds holding

Funds holding: 90142 (+52)

24% more call options, than puts

Call options by funds: $775K | Put options by funds: $624K

15.73% less ownership

Funds ownership: 58.15%42.42% (-16%)

Holders
142
Holders Change
+52
Holders Change %
+57.78%
% of All Funds
2.28%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
66
Increased
47
Reduced
20
Closed
11
Calls
$775K
Puts
$624K
Net Calls
+$151K
Net Calls Change
+$151K
Name Holding Trade Value Shares
Change
Change in
Stake
MFP
26
Meridian Financial Partners
Virginia
$3.29M +$73.4K +1,727 +2%
ARG
27
Advisory Resource Group
Oklahoma
$2.83M +$468K +11,005 +19%
SPIA
28
Steward Partners Investment Advisory
New York
$2.79M +$2.91M +68,480 New
Renaissance Technologies
29
Renaissance Technologies
New York
$2.77M -$124K -2,914 -4%
EBWM
30
Eagle Bluffs Wealth Management
Missouri
$2.71M +$2.83M +66,517 New
CSPIA
31
Cary Street Partners Investment Advisory
Virginia
$2.68M +$52.8K +1,242 +2%
USCWA
32
U.S. Capital Wealth Advisors
Texas
$2.49M +$878K +20,645 +51%
WCP
33
Wick Capital Partners
Pennsylvania
$2.35M +$2.24M +52,703 +1,078%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.33M +$1.35M +31,803 +125%
Stifel Financial
35
Stifel Financial
Missouri
$2.22M +$226K +5,321 +11%
HighTower Advisors
36
HighTower Advisors
Illinois
$2.21M +$827K +19,455 +56%
FANJ
37
Financial Architects (New Jersey)
New Jersey
$2.06M +$1.24M +29,196 +137%
ICP
38
Interchange Capital Partners
Pennsylvania
$2M +$937K +22,035 +82%
FA
39
FDx Advisors
Illinois
$2M +$933K +21,954 +81%
Citadel Advisors
40
Citadel Advisors
Florida
$1.99M +$2.07M +48,776 New
MW
41
MBL Wealth
North Carolina
$1.92M +$195K +4,581 +11%
HNWAG
42
High Net Worth Advisory Group
Florida
$1.78M +$1.19M +28,027 +180%
HWAM
43
Hennion & Walsh Asset Management
New Jersey
$1.69M +$215K +5,051 +14%
LSPW
44
Lake Street Private Wealth
Illinois
$1.52M +$1.58M +37,227 New
AWS
45
Atria Wealth Solutions
New York
$1.46M +$1.51M +35,469 New
AAS
46
Ameritas Advisory Services
Nebraska
$1.33M +$1.39M +32,590 New
CW
47
CIC Wealth
Maryland
$1.3M +$1.36M +31,985 New
CA
48
Clearstead Advisors
Ohio
$1.29M +$1.34M +31,570 New
AWM
49
AE Wealth Management
Kansas
$1.12M +$1.17M +27,497 New
DAS
50
Dynamic Advisor Solutions
Arizona
$1.12M +$294K +6,917 +34%