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JPMorgan Nasdaq Equity Premium Income ETF

270 hedge funds and large institutions have $1.41B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 150 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

477% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 26

388% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 17

95% more capital invested

Capital invested by funds: $722M → $1.41B (+$686M)

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

32% more funds holding

Funds holding: 204270 (+66)

0.42% more ownership

Funds ownership: 37.36%37.78% (+0.42%)

82% less call options, than puts

Call options by funds: $339K | Put options by funds: $1.89M

Holders
270
Holders Change
+66
Holders Change %
+32.35%
% of All Funds
4.24%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
83
Increased
150
Reduced
26
Closed
17
Calls
$339K
Puts
$1.89M
Net Calls
-$1.55M
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MS
26
Madden Securities
Texas
$12.5M -$523K -11,308 -4%
CA
27
Cornerstone Advisory
Maryland
$11.9M -$552K -11,950 -5%
Renaissance Technologies
28
Renaissance Technologies
New York
$11.3M +$6.65M +143,900 +162%
DAM
29
Derbend Asset Management
Georgia
$11.1M +$667K +14,436 +7%
BWP
30
Bernardo Wealth Planning
Pennsylvania
$10.9M +$485K +10,486 +5%
ACA
31
Aptus Capital Advisors
Alabama
$10.3M +$263K +5,684 +3%
SHFP
32
Second Half Financial Partners
Florida
$10.2M -$52.7K -1,139 -0.5%
EWS
33
Evergreen Wealth Solutions
Pennsylvania
$9.92M +$9.48M +205,013 New
SPIA
34
Steward Partners Investment Advisory
New York
$8.74M +$642K +13,885 +8%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$8.65M +$7.2M +155,696 +673%
FANJ
36
Financial Architects (New Jersey)
New Jersey
$7.73M +$4.33M +93,682 +142%
CAL
37
Capital Analysts LLC
Pennsylvania
$7.45M +$640K +13,851 +10%
HighTower Advisors
38
HighTower Advisors
Illinois
$7.39M +$3.6M +77,783 +104%
WMA
39
West Michigan Advisors
Michigan
$7.26M -$1.12M -24,156 -14%
EIP
40
Ellis Investment Partners
Pennsylvania
$6.9M +$206K +4,461 +3%
CSPAM
41
Cary Street Partners Asset Management
Virginia
$6.17M +$188K +4,063 +3%
MOS
42
MGO One Seven
Ohio
$6.09M +$1.85M +39,964 +46%
BIP
43
Blue Investment Partners
California
$6.01M +$5.75M +124,353 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$5.97M +$854K +18,465 +18%
BCI
45
Brinker Capital Investments
Pennsylvania
$5.93M +$5.66M +122,545 New
OPS
46
Orion Portfolio Solutions
Nebraska
$5.93M +$5.66M +122,545 New
IFG
47
Independent Financial Group
California
$5.83M +$2.03M +43,921 +57%
PVI
48
Pine Valley Investments
New Jersey
$5.67M +$2.64M +57,123 +95%
BCM
49
Beck Capital Management
Texas
$5.51M +$5.27M +114,012 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$5.28M +$4.95M +107,123 +5,290%