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JPMorgan Nasdaq Equity Premium Income ETF

329 hedge funds and large institutions have $2.03B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 183 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 19

273% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 49

44% more capital invested

Capital invested by funds: $1.41B → $2.03B (+$620M)

22% more funds holding

Funds holding: 270329 (+59)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

1.09% less ownership

Funds ownership: 37.78%36.68% (-1.1%)

75% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $4.1M

Holders
329
Holders Change
+59
Holders Change %
+21.85%
% of All Funds
5.22%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
80
Increased
183
Reduced
49
Closed
19
Calls
$1.02M
Puts
$4.1M
Net Calls
-$3.08M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
26
WCG Wealth Advisors
Nevada
$13.6M +$1.19M +24,782 +9%
MS
27
Madden Securities
Texas
$12.4M +$277K +5,757 +2%
Stifel Financial
28
Stifel Financial
Missouri
$11.3M -$3.59M -74,534 -24%
BWP
29
Bernardo Wealth Planning
Pennsylvania
$11.3M +$717K +14,892 +7%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$10.6M +$2.23M +46,228 +26%
SHFP
31
Second Half Financial Partners
Florida
$10.4M +$522K +10,840 +5%
ACA
32
Aptus Capital Advisors
Alabama
$10.1M +$105K +2,175 +1%
SPIA
33
Steward Partners Investment Advisory
New York
$10M +$1.59M +33,084 +18%
DAM
34
Derbend Asset Management
Georgia
$9.93M -$893K -18,533 -8%
EWS
35
Evergreen Wealth Solutions
Pennsylvania
$9.88M +$264K +5,489 +3%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$9.83M +$4.83M +100,286 +92%
AWS
37
Atria Wealth Solutions
New York
$9.82M +$4.98M +103,298 +97%
CAL
38
Capital Analysts LLC
Pennsylvania
$9.72M +$2.56M +53,178 +35%
CA
39
Cornerstone Advisory
Maryland
$9.54M -$2.08M -43,215 -18%
TFA
40
Teamwork Financial Advisors
Texas
$9.12M +$6.71M +139,209 +252%
OPAM
41
Ocean Park Asset Management
California
$8.58M +$8.81M +182,870 New
IFG
42
Independent Financial Group
California
$8.01M +$2.42M +50,186 +42%
EIP
43
Ellis Investment Partners
Pennsylvania
$7.26M +$579K +12,012 +8%
WMA
44
West Michigan Advisors
Michigan
$7.1M +$62.8K +1,303 +0.9%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$6.83M +$1.06M +22,022 +18%
MOS
46
MGO One Seven
Ohio
$6.72M +$830K +17,241 +14%
CSPAM
47
Cary Street Partners Asset Management
Virginia
$6.62M +$644K +13,379 +10%
EH
48
Equitable Holdings
New York
$6.43M +$3.15M +65,333 +91%
CSPIA
49
Cary Street Partners Investment Advisory
Virginia
$6.06M +$1.19M +24,605 +24%
PVI
50
Pine Valley Investments
New Jersey
$5.71M +$213K +4,426 +4%