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JPMorgan Nasdaq Equity Premium Income ETF

329 hedge funds and large institutions have $2.03B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 183 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 19

273% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 49

44% more capital invested

Capital invested by funds: $1.41B → $2.03B (+$620M)

22% more funds holding

Funds holding: 270329 (+59)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

1.09% less ownership

Funds ownership: 37.78%36.68% (-1.1%)

75% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $4.1M

Holders
329
Holders Change
+59
Holders Change %
+21.85%
% of All Funds
5.22%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
80
Increased
183
Reduced
49
Closed
19
Calls
$1.02M
Puts
$4.1M
Net Calls
-$3.08M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Beck Capital Management
Texas
$5.42M +$66.3K +1,376 +1%
EIA
52
Eldridge Investment Advisors
New Hampshire
$5.23M +$5.42M +112,487 New
BCI
53
Brinker Capital Investments
Pennsylvania
$5.23M -$535K -11,104 -9%
OPS
54
Orion Portfolio Solutions
Nebraska
$5.23M -$535K -11,104 -9%
HCM
55
Howard Capital Management
Georgia
$5.18M +$593K +12,316 +13%
GL
56
Graypoint LLC
New York
$4.97M +$5.1M +105,869 New
CW
57
CIC Wealth
Maryland
$4.91M +$1.08M +22,385 +27%
BWG
58
Beta Wealth Group
California
$4.73M +$1.89M +39,198 +64%
NEPWA
59
New England Private Wealth Advisors
Massachusetts
$4.68M +$1.62M +33,582 +51%
PFS
60
Prospera Financial Services
Texas
$4.65M +$218K +4,518 +5%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$4.54M -$563K -11,685 -11%
MSAM
62
Moloney Securities Asset Management
Missouri
$4.09M +$4.19M +87,068 New
WCP
63
Wick Capital Partners
Pennsylvania
$3.97M -$1.05M -21,888 -21%
RCA
64
Reitz Capital Advisors
Michigan
$3.75M -$16M -331,569 -81%
MFP
65
Meridian Financial Partners
Virginia
$3.67M +$8.67K +180 +0.2%
CAM
66
Cobblestone Asset Management
Virginia
$3.63M +$3.72M +77,287 New
CA
67
Cambridge Advisors
Nebraska
$3.62M +$1.56M +32,463 +73%
DAS
68
Dynamic Advisor Solutions
Arizona
$3.61M +$927K +19,251 +33%
EFH
69
Eaton Financial Holdings
Florida
$3.61M +$155K +3,217 +4%
EBWM
70
Eagle Bluffs Wealth Management
Missouri
$3.59M -$315K -6,545 -8%
NA
71
NewEdge Advisors
Louisiana
$3.59M +$2.09M +43,297 +130%
PWP
72
Principle Wealth Partners
Connecticut
$3.55M +$551K +11,430 +18%
M1FG
73
Mach-1 Financial Group
Arkansas
$3.51M +$3.61M +74,890 New
SI
74
Stephens Inc
Arkansas
$3.4M +$1.74M +36,205 +100%
MW
75
MBL Wealth
North Carolina
$3.29M +$936K +19,427 +38%