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JPMorgan Nasdaq Equity Premium Income ETF

420 hedge funds and large institutions have $3.6B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
420
Holders Change
+96
Holders Change %
+29.63%
% of All Funds
6.16%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.43%
New
117
Increased
229
Reduced
52
Closed
18
Calls
$2.85M
Puts
$3.02M
Net Calls
-$173K
Net Calls Change
+$2.91M
Name Market Value Shares Shares
Change
Shares
Change %
CAL
51
Capital Analysts LLC
Pennsylvania
$10.5M 210,206 +2,974 +1%
GL
52
Graypoint LLC
New York
$10.4M 207,728 +101,859 +96%
HWA
53
Hilltop Wealth Advisors
North Carolina
$10.3M 207,238 +207,238 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$9.84M 196,981 +51,489 +35%
Renaissance Technologies
55
Renaissance Technologies
New York
$9.2M 184,300 +184,300 New
DAM
56
Derbend Asset Management
Georgia
$9.13M 182,848 -28,721 -14%
GMFG
57
Greater Midwest Financial Group
Minnesota
$9.02M 180,654 +180,654 New
RSWM
58
Robertson Stephens Wealth Management
California
$9.01M 179,107 +179,107 New
CSPIA
59
Cary Street Partners Investment Advisory
Virginia
$8.94M 179,019 +49,878 +39%
EIP
60
Ellis Investment Partners
Pennsylvania
$8.69M 174,111 +19,417 +13%
MOS
61
MGO One Seven
Ohio
$8.34M 166,980 +23,820 +17%
BWG
62
Beta Wealth Group
California
$8.14M 163,100 +62,267 +62%
PVI
63
Pine Valley Investments
New Jersey
$8.08M 161,796 +40,163 +33%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$8.07M 161,676 +154,245 +2,076%
CA
65
Cetera Advisors
Colorado
$8.04M 161,121 +155,093 +2,573%
CSPAM
66
Cary Street Partners Asset Management
Virginia
$7.85M 157,306 +16,292 +12%
WMA
67
West Michigan Advisors
Michigan
$7.64M 153,068 +1,697 +1%
FH
68
FWG Holdings
Florida
$7.33M 146,976 +138,186 +1,572%
PFS
69
Prospera Financial Services
Texas
$7.23M 144,751 +45,730 +46%
CIA
70
Caerus Investment Advisors
Texas
$6.73M 134,752 +125,869 +1,417%
WCP
71
Wick Capital Partners
Pennsylvania
$6.51M 130,421 +45,912 +54%
CW
72
CIC Wealth
Maryland
$6.34M 126,912 +22,267 +21%
DAS
73
Dynamic Advisor Solutions
Arizona
$6.24M 126,925 +50,038 +65%
CCA
74
Childress Capital Advisors
Texas
$6.15M 123,088 +65,123 +112%
CA
75
Cambridge Advisors
Nebraska
$6.11M 122,356 +45,117 +58%