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JPMorgan Nasdaq Equity Premium Income ETF

425 hedge funds and large institutions have $3.61B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 233 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

521% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 19

348% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 52

78% more capital invested

Capital invested by funds: $2.03B → $3.61B (+$1.58B)

38% more funds holding in top 10

Funds holding in top 10: 2129 (+8)

29% more funds holding

Funds holding: 329425 (+96)

6.33% more ownership

Funds ownership: 36.68%43.01% (+6.3%)

6% less call options, than puts

Call options by funds: $2.85M | Put options by funds: $3.02M

Holders
425
Holders Change
+96
Holders Change %
+29.18%
% of All Funds
6.2%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.42%
New
118
Increased
233
Reduced
52
Closed
19
Calls
$2.85M
Puts
$3.02M
Net Calls
-$173K
Net Calls Change
+$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
51
Teamwork Financial Advisors
Texas
$10.6M +$846K +17,522 +9%
CAL
52
Capital Analysts LLC
Pennsylvania
$10.5M +$144K +2,974 +1%
GL
53
Graypoint LLC
New York
$10.4M +$4.92M +101,859 +96%
HWA
54
Hilltop Wealth Advisors
North Carolina
$10.3M +$10M +207,238 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$9.84M +$2.49M +51,489 +35%
Renaissance Technologies
56
Renaissance Technologies
New York
$9.2M +$8.9M +184,300 New
DAM
57
Derbend Asset Management
Georgia
$9.13M -$1.39M -28,721 -14%
GMFG
58
Greater Midwest Financial Group
Minnesota
$9.02M +$8.72M +180,654 New
RSWM
59
Robertson Stephens Wealth Management
California
$9.01M +$8.64M +179,107 New
CSPIA
60
Cary Street Partners Investment Advisory
Virginia
$8.94M +$2.41M +49,878 +39%
EIP
61
Ellis Investment Partners
Pennsylvania
$8.69M +$937K +19,417 +13%
MOS
62
MGO One Seven
Ohio
$8.34M +$1.15M +23,820 +17%
BWG
63
Beta Wealth Group
California
$8.14M +$3.01M +62,267 +62%
PVI
64
Pine Valley Investments
New Jersey
$8.08M +$1.94M +40,163 +33%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$8.07M +$7.44M +154,245 +2,076%
CA
66
Cetera Advisors
Colorado
$8.04M +$7.49M +155,093 +2,573%
CSPAM
67
Cary Street Partners Asset Management
Virginia
$7.85M +$786K +16,292 +12%
WMA
68
West Michigan Advisors
Michigan
$7.64M +$81.9K +1,697 +1%
FH
69
FWG Holdings
Florida
$7.33M +$6.67M +138,186 +1,572%
PFS
70
Prospera Financial Services
Texas
$7.23M +$2.21M +45,730 +46%
CIA
71
Caerus Investment Advisors
Texas
$6.73M +$6.08M +125,869 +1,417%
WCP
72
Wick Capital Partners
Pennsylvania
$6.51M +$2.22M +45,912 +54%
CW
73
CIC Wealth
Maryland
$6.34M +$1.07M +22,267 +21%
DAS
74
Dynamic Advisor Solutions
Arizona
$6.24M +$2.42M +50,038 +65%
CCA
75
Childress Capital Advisors
Texas
$6.15M +$3.14M +65,123 +112%