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JPMorgan Nasdaq Equity Premium Income ETF

324 hedge funds and large institutions have $2.02B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 181 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
324
Holders Change
+56
Holders Change %
+20.9%
% of All Funds
5.17%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
77
Increased
181
Reduced
49
Closed
19
Calls
$1.02M
Puts
$4.1M
Net Calls
-$3.08M
Net Calls Change
-$1.53M
Name Market Value Shares Shares
Change
Shares
Change %
WWA
26
WCG Wealth Advisors
Nevada
$13.6M 286,949 +24,782 +9%
MS
27
Madden Securities
Texas
$12.4M 264,951 +5,757 +2%
Stifel Financial
28
Stifel Financial
Missouri
$11.3M 241,391 -74,534 -24%
BWP
29
Bernardo Wealth Planning
Pennsylvania
$11.3M 240,841 +14,892 +7%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$10.6M 225,058 +46,228 +26%
SHFP
31
Second Half Financial Partners
Florida
$10.4M 222,171 +10,840 +5%
ACA
32
Aptus Capital Advisors
Alabama
$10.1M 216,070 +2,175 +1%
SPIA
33
Steward Partners Investment Advisory
New York
$10M 213,841 +33,084 +18%
DAM
34
Derbend Asset Management
Georgia
$9.93M 211,569 -18,533 -8%
EWS
35
Evergreen Wealth Solutions
Pennsylvania
$9.88M 210,502 +5,489 +3%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$9.83M 209,434 +100,286 +92%
AWS
37
Atria Wealth Solutions
New York
$9.82M 209,321 +103,298 +97%
CAL
38
Capital Analysts LLC
Pennsylvania
$9.73M 207,232 +53,178 +35%
CA
39
Cornerstone Advisory
Maryland
$9.54M 203,228 -43,215 -18%
TFA
40
Teamwork Financial Advisors
Texas
$9.12M 194,387 +139,209 +252%
OPAM
41
Ocean Park Asset Management
California
$8.58M 182,870 +182,870 New
EIP
42
Ellis Investment Partners
Pennsylvania
$7.26M 154,694 +12,012 +8%
WMA
43
West Michigan Advisors
Michigan
$7.1M 151,371 +1,303 +0.9%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$6.83M 145,492 +22,022 +18%
MOS
45
MGO One Seven
Ohio
$6.72M 143,160 +17,241 +14%
CSPAM
46
Cary Street Partners Asset Management
Virginia
$6.62M 141,014 +13,379 +10%
EH
47
Equitable Holdings
New York
$6.43M 137,097 +65,333 +91%
CSPIA
48
Cary Street Partners Investment Advisory
Virginia
$6.06M 129,141 +24,605 +24%
PVI
49
Pine Valley Investments
New Jersey
$5.71M 121,633 +4,426 +4%
BCM
50
Beck Capital Management
Texas
$5.42M 115,388 +1,376 +1%