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JPMorgan Nasdaq Equity Premium Income ETF

425 hedge funds and large institutions have $3.61B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 233 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

521% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 19

348% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 52

78% more capital invested

Capital invested by funds: $2.03B → $3.61B (+$1.58B)

38% more funds holding in top 10

Funds holding in top 10: 2129 (+8)

29% more funds holding

Funds holding: 329425 (+96)

6.33% more ownership

Funds ownership: 36.68%43.01% (+6.3%)

6% less call options, than puts

Call options by funds: $2.85M | Put options by funds: $3.02M

Holders
425
Holders Change
+96
Holders Change %
+29.18%
% of All Funds
6.2%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.42%
New
118
Increased
233
Reduced
52
Closed
19
Calls
$2.85M
Puts
$3.02M
Net Calls
-$173K
Net Calls Change
+$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
26
Capital Advisors Inc
Oklahoma
$23.6M +$22.9M +473,574 New
DIM
27
Delta Investment Management
California
$19.3M +$16.3M +337,744 +681%
SFG
28
Socha Financial Group
New York
$19.3M +$92.6K +1,919 +0.5%
OPAM
29
Ocean Park Asset Management
California
$18.8M +$9.34M +193,437 +106%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$17.9M +$14.2M +293,167 +448%
Stifel Financial
31
Stifel Financial
Missouri
$17.6M +$5.39M +111,585 +46%
WHG
32
Westwood Holdings Group
Texas
$17.1M +$1.96M +40,579 +13%
PCIA
33
Prime Capital Investment Advisors
Kansas
$17M -$8.92M -184,821 -35%
EIA
34
Eldridge Investment Advisors
New Hampshire
$15M +$9.11M +188,713 +168%
EH
35
Equitable Holdings
New York
$14.2M +$7.13M +147,664 +108%
SPIA
36
Steward Partners Investment Advisory
New York
$14M +$3.25M +67,322 +31%
MS
37
Madden Securities
Texas
$13.5M +$251K +5,202 +2%
CAN
38
Cetera Advisor Networks
California
$13.2M +$12.5M +259,538 +5,196%
AWS
39
Atria Wealth Solutions
New York
$12.9M +$2.37M +49,021 +23%
WWA
40
WCG Wealth Advisors
Nevada
$12.5M -$1.8M -37,200 -13%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$12.1M +$850K +17,608 +8%
RCA
42
Reitz Capital Advisors
Michigan
$11.9M +$6.61M +136,875 +173%
CA
43
Cornerstone Advisory
Maryland
$11.7M +$1.46M +30,273 +15%
BWP
44
Bernardo Wealth Planning
Pennsylvania
$11.2M -$829K -17,176 -7%
EWS
45
Evergreen Wealth Solutions
Pennsylvania
$11.1M +$615K +12,751 +6%
SHFP
46
Second Half Financial Partners
Florida
$11.1M -$35.5K -736 -0.3%
BCI
47
Brinker Capital Investments
Pennsylvania
$10.8M +$5.04M +104,337 +94%
OPS
48
Orion Portfolio Solutions
Nebraska
$10.8M +$5.04M +104,337 +94%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$10.7M +$257K +5,327 +3%
IFG
50
Independent Financial Group
California
$10.6M +$2.04M +42,226 +25%