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JPMorgan Nasdaq Equity Premium Income ETF

142 hedge funds and large institutions have $936M invested in JPMorgan Nasdaq Equity Premium Income ETF in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 47 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 11

290% more capital invested

Capital invested by funds: $240M → $936M (+$696M)

135% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 20

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

58% more funds holding

Funds holding: 90142 (+52)

24% more call options, than puts

Call options by funds: $775K | Put options by funds: $624K

15.73% less ownership

Funds ownership: 58.15%42.42% (-16%)

Holders
142
Holders Change
+52
Holders Change %
+57.78%
% of All Funds
2.28%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
66
Increased
47
Reduced
20
Closed
11
Calls
$775K
Puts
$624K
Net Calls
+$151K
Net Calls Change
+$151K
Name Holding Trade Value Shares
Change
Change in
Stake
IP
51
Ignite Planners
California
$1.07M +$1.05M +24,778 New
Baird Financial Group
52
Baird Financial Group
Wisconsin
$1.06M +$1.11M +26,070 New
CA
53
Cambridge Advisors
Nebraska
$1.04M +$159K +3,749 +17%
CAL
54
Capital Analysts LLC
Pennsylvania
$997K +$1.04M +24,431 New
RWPA
55
Richard W. Paul & Associates
Michigan
$986K +$1.03M +24,170 New
XWM
56
Xcel Wealth Management
Florida
$971K +$114K +2,685 +13%
Mariner
57
Mariner
Kansas
$911K +$250K +5,887 +36%
PWM
58
Prosperity Wealth Management
California
$895K +$932K +21,931 New
CCA
59
Childress Capital Advisors
Texas
$812K -$1.44M -33,823 -63%
DIM
60
Delta Investment Management
California
$737K +$768K +18,066 New
JP Morgan Chase
61
JP Morgan Chase
New York
$734K +$765K +18,002 New
WWMSC
62
Wagner Wealth Management (South Carolina)
South Carolina
$711K +$49.1K +1,154 +7%
MCC
63
Money Concepts Capital
Florida
$694K +$723K +17,006 New
SWP
64
Summit Wealth Partners
Florida
$689K +$391K +9,192 +119%
CBA
65
Coastal Bridge Advisors
Connecticut
$670K +$699K +16,432 New
GM
66
GeoWealth Management
Illinois
$600K -$384K -9,039 -38%
SFA
67
Source Financial Advisors
New York
$598K -$384K -9,039 -38%
MML Investors Services
68
MML Investors Services
Massachusetts
$597K +$384K +9,024 +161%
BAM
69
BTS Asset Management
Massachusetts
$559K +$554K +13,041 New
BWG
70
Beta Wealth Group
California
$550K +$573K +13,477 New
RCA
71
Reitz Capital Advisors
Michigan
$547K +$570K +13,400 New
SOS
72
Silver Oak Securities
Tennessee
$518K -$890K -20,927 -62%
HFS
73
Howard Financial Services
Texas
$518K +$539K +12,687 New
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$510K
CFG
75
Cooper Financial Group
California
$494K +$77.1K +1,813 +18%