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JPMorgan Nasdaq Equity Premium Income ETF

268 hedge funds and large institutions have $1.4B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 149 increasing their positions, 26 reducing their positions, and 17 closing their positions.

Holders
268
Holders Change
+65
Holders Change %
+32.02%
% of All Funds
4.23%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
82
Increased
149
Reduced
26
Closed
17
Calls
$339K
Puts
$1.89M
Net Calls
-$1.55M
Net Calls Change
-$1.2M
Name Market Value Shares Shares
Change
Shares
Change %
MS
26
Madden Securities
Texas
$12.5M 259,194 -11,308 -4%
CA
27
Cornerstone Advisory
Maryland
$11.9M 246,443 -11,950 -5%
Renaissance Technologies
28
Renaissance Technologies
New York
$11.3M 232,700 +143,900 +162%
DAM
29
Derbend Asset Management
Georgia
$11.1M 230,102 +14,436 +7%
BWP
30
Bernardo Wealth Planning
Pennsylvania
$10.9M 225,949 +10,486 +5%
ACA
31
Aptus Capital Advisors
Alabama
$10.3M 213,895 +5,684 +3%
SHFP
32
Second Half Financial Partners
Florida
$10.2M 211,331 -1,139 -0.5%
EWS
33
Evergreen Wealth Solutions
Pennsylvania
$9.92M 205,013 +205,013 New
SPIA
34
Steward Partners Investment Advisory
New York
$8.74M 180,757 +13,885 +8%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$8.65M 178,830 +155,696 +673%
FANJ
36
Financial Architects (New Jersey)
New Jersey
$7.73M 159,819 +93,682 +142%
CAL
37
Capital Analysts LLC
Pennsylvania
$7.45M 154,054 +13,851 +10%
HighTower Advisors
38
HighTower Advisors
Illinois
$7.39M 152,833 +77,783 +104%
WMA
39
West Michigan Advisors
Michigan
$7.26M 150,068 -24,156 -14%
EIP
40
Ellis Investment Partners
Pennsylvania
$6.9M 142,682 +4,461 +3%
CSPAM
41
Cary Street Partners Asset Management
Virginia
$6.17M 127,635 +4,063 +3%
MOS
42
MGO One Seven
Ohio
$6.09M 125,919 +39,964 +46%
BIP
43
Blue Investment Partners
California
$6.01M 124,353 +124,353 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$5.97M 123,470 +18,465 +18%
BCI
45
Brinker Capital Investments
Pennsylvania
$5.93M 122,545 +122,545 New
OPS
46
Orion Portfolio Solutions
Nebraska
$5.93M 122,545 +122,545 New
PVI
47
Pine Valley Investments
New Jersey
$5.67M 117,207 +57,123 +95%
BCM
48
Beck Capital Management
Texas
$5.51M 114,012 +114,012 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$5.28M 109,148 +107,123 +5,290%
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$5.25M 108,464 +28,287 +35%