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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
CW
76
CreativeOne Wealth
Kansas
$488K
KWM
77
Kingsview Wealth Management
Oregon
$456K +$476K +11,187 New
CPW
78
Crestmont Private Wealth
Texas
$454K
IAIM
79
International Assets Investment Management
Florida
$444K +$243K +5,712 +110%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$444K +$462K +10,872 New
CF
81
Centaurus Financial
California
$422K +$75.5K +1,775 +21%
IAN
82
Integrated Advisors Network
Texas
$379K +$14.5K +342 +4%
VAS
83
Vestmark Advisory Solutions
Massachusetts
$363K -$19.3K -455 -5%
AWM
84
Avaii Wealth Management
Wisconsin
$354K +$369K +8,678 New
VWM
85
Vigilare Wealth Management
Arizona
$330K -$40.1K -944 -10%
MP
86
McDonald Partners
Ohio
$327K +$341K +8,022 New
KAS
87
Kestra Advisory Services
Texas
$320K +$116K +2,736 +53%
MA
88
Modus Advisors
Minnesota
$301K +$314K +7,379 New
PAG
89
Private Advisor Group
New Jersey
$298K +$8.84M +207,904 New
ZIMP
90
Zimmermann Investment Management & Planning
Pennsylvania
$297K +$64.1K +1,508 +26%
RIA
91
Realta Investment Advisors
Delaware
$296K +$226K +5,315 +275%
OMC
92
Old Mission Capital
Illinois
$294K +$306K +7,204 New
WP
93
WealthShield Partners
North Carolina
$294K +$67.7K +1,593 +29%
HCM
94
Highlander Capital Management
New Jersey
$285K +$42.5K +1,000 +17%
CP
95
Castleview Partners
Texas
$279K -$36.6K -860 -11%
SFG
96
SevenBridge Financial Group
Pennsylvania
$270K +$282K +6,626 New
HIP
97
HUB Investment Partners
Texas
$269K +$280K +6,595 New
TRCT
98
Tower Research Capital (TRC)
New York
$269K +$280K +6,591 New
CAM
99
Cresset Asset Management
Illinois
$269K +$276K +6,500 New
NCM
100
NCM Capital Management
New Jersey
$260K +$271K +6,363 New