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JPMorgan Nasdaq Equity Premium Income ETF

90 hedge funds and large institutions have $240M invested in JPMorgan Nasdaq Equity Premium Income ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 21 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,100% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 3

2,000% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 1

258% more capital invested

Capital invested by funds: $67M → $240M (+$173M)

233% more funds holding

Funds holding: 2790 (+63)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

25.63% less ownership

Funds ownership: 83.78%58.15% (-26%)

Holders
90
Holders Change
+63
Holders Change %
+233.33%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
66
Increased
21
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
51
Cooper Financial Group
California
$429K +$483K +10,307 New
VAS
52
Vestmark Advisory Solutions
Massachusetts
$389K +$437K +9,341 New
VWM
53
Vigilare Wealth Management
Arizona
$376K +$423K +9,039 New
IAN
54
Integrated Advisors Network
Texas
$372K +$418K +8,939 New
CF
55
Centaurus Financial
California
$357K +$401K +8,561 New
AAS
56
Avantax Advisory Services
Texas
$346K +$389K +8,318 New
CP
57
Castleview Partners
Texas
$321K +$29.5K +631 +9%
SWP
58
Summit Wealth Partners
Florida
$321K +$361K +7,701 New
MW
59
Marcum Wealth
Ohio
$296K +$333K +7,111 New
RWA
60
Redhawk Wealth Advisors
Minnesota
$265K +$298K +6,358 New
HCM
61
Highlander Capital Management
New Jersey
$249K +$214K +4,575 +327%
5L
62
55I LLC
Massachusetts
$243K +$273K +5,832 New
ZIMP
63
Zimmermann Investment Management & Planning
Pennsylvania
$240K +$270K +5,770 New
MML Investors Services
64
MML Investors Services
Massachusetts
$234K +$263K +5,619 New
WP
65
WealthShield Partners
North Carolina
$229K +$8.1K +173 +3%
IAIM
66
International Assets Investment Management
Florida
$216K +$242K +5,175 New
UCFA
67
United Capital Financial Advisors
Texas
$214K +$241K +5,139 New
KAS
68
Kestra Advisory Services
Texas
$213K +$240K +5,119 New
WCP
69
Wick Capital Partners
Pennsylvania
$204K +$229K +4,888 New
AF
70
Advisornet Financial
Minnesota
$163K +$183K +3,918 New
RIA
71
Realta Investment Advisors
Delaware
$80K +$90.3K +1,930 New
IA
72
IFP Advisors
Florida
$55K +$50.5K +1,078 New
TPCW
73
TD Private Client Wealth
New York
$38K +$42.7K +912 New
PGAM
74
Princeton Global Asset Management
New Jersey
$26K +$29.3K +625 New
Bank of America
75
Bank of America
North Carolina
$19K +$21.1K +450 New