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JPMorgan Nasdaq Equity Premium Income ETF

270 hedge funds and large institutions have $1.41B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 150 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

477% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 26

388% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 17

95% more capital invested

Capital invested by funds: $722M → $1.41B (+$686M)

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

32% more funds holding

Funds holding: 204270 (+66)

0.42% more ownership

Funds ownership: 37.36%37.78% (+0.42%)

82% less call options, than puts

Call options by funds: $339K | Put options by funds: $1.89M

Holders
270
Holders Change
+66
Holders Change %
+32.35%
% of All Funds
4.24%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
83
Increased
150
Reduced
26
Closed
17
Calls
$339K
Puts
$1.89M
Net Calls
-$1.55M
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$5.25M +$1.31M +28,287 +35%
WCP
52
Wick Capital Partners
Pennsylvania
$5.15M -$788K -17,049 -14%
AWS
53
Atria Wealth Solutions
New York
$5.13M +$1.6M +34,565 +48%
CSPIA
54
Cary Street Partners Investment Advisory
Virginia
$5.06M +$1.13M +24,424 +30%
HCM
55
Howard Capital Management
Georgia
$4.74M +$3.14M +67,936 +226%
CBA
56
Coastal Bridge Advisors
Connecticut
$4.65M +$1.58M +34,165 +55%
PFS
57
Prospera Financial Services
Texas
$4.57M -$3.71M -80,186 -46%
MML Investors Services
58
MML Investors Services
Massachusetts
$4.4M +$1.7M +36,746 +68%
EBWM
59
Eagle Bluffs Wealth Management
Missouri
$4.02M +$78K +1,687 +2%
CW
60
CIC Wealth
Maryland
$3.98M +$2.24M +48,425 +143%
MFP
61
Meridian Financial Partners
Virginia
$3.81M -$9.57K -207 -0.3%
EFH
62
Eaton Financial Holdings
Florida
$3.56M +$3.4M +73,629 New
EH
63
Equitable Holdings
New York
$3.47M +$2.32M +50,179 +232%
VAM
64
Verity Asset Management
North Carolina
$3.36M +$786K +16,994 +32%
JP Morgan Chase
65
JP Morgan Chase
New York
$3.33M +$2.27M +49,090 +249%
OMC
66
Old Mission Capital
Illinois
$3.24M +$3.09M +66,887 New
ARG
67
Advisory Resource Group
Oklahoma
$3.18M -$169K -3,652 -5%
NEPWA
68
New England Private Wealth Advisors
Massachusetts
$3.16M +$2.56M +55,315 +554%
CWA
69
Consilium Wealth Advisory
Texas
$3.15M +$3.01M +65,035 New
PWP
70
Principle Wealth Partners
Connecticut
$3.1M +$2.97M +64,164 New
BWG
71
Beta Wealth Group
California
$2.98M -$67.1K -1,451 -2%
HH
72
Hilltop Holdings
Texas
$2.89M +$375K +8,113 +16%
HWAM
73
Hennion & Walsh Asset Management
New Jersey
$2.83M +$299K +6,465 +12%
DAS
74
Dynamic Advisor Solutions
Arizona
$2.79M +$693K +14,989 +35%
LSPW
75
Lake Street Private Wealth
Illinois
$2.73M +$579K +12,525 +29%