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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
AWM
76
Apollon Wealth Management
South Carolina
$3.24M +$679K +14,100 +26%
VAM
77
Verity Asset Management
North Carolina
$3.2M -$54.8K -1,137 -2%
IP
78
Ignite Planners
California
$3.17M +$890K +18,482 +37%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$3.07M +$1.07M +22,132 +51%
CWA
80
Consilium Wealth Advisory
Texas
$3.07M +$15.7K +325 +0.5%
BIP
81
Blue Investment Partners
California
$3.03M -$2.88M -59,835 -48%
HNWAG
82
High Net Worth Advisory Group
Florida
$3M +$364K +7,562 +13%
ARG
83
Advisory Resource Group
Oklahoma
$2.96M -$127K -2,646 -4%
PFG
84
Prosperity Financial Group
California
$2.95M +$644K +13,378 +27%
BFA
85
Beacon Financial Advisory
Ohio
$2.95M +$1.53M +31,675 +102%
ATC
86
Argent Trust Co
Tennessee
$2.94M +$1.72M +35,620 +132%
CCA
87
Childress Capital Advisors
Texas
$2.86M +$730K +15,165 +35%
HWAM
88
Hennion & Walsh Asset Management
New Jersey
$2.86M +$119K +2,465 +4%
Bank of America
89
Bank of America
North Carolina
$2.82M +$2M +41,595 +226%
AAS
90
Ameritas Advisory Services
Nebraska
$2.7M +$1.16M +24,061 +72%
HH
91
Hilltop Holdings
Texas
$2.63M -$171K -3,554 -6%
HIP
92
HUB Investment Partners
Texas
$2.58M +$1.19M +24,645 +81%
WWMSC
93
Wagner Wealth Management (South Carolina)
South Carolina
$2.52M +$142K +2,942 +6%
Jane Street
94
Jane Street
New York
$2.52M -$15M -310,682 -85%
Citadel Advisors
95
Citadel Advisors
Florida
$2.51M +$2.08M +43,181 +418%
LSPW
96
Lake Street Private Wealth
Illinois
$2.45M -$196K -4,061 -7%
DIM
97
Delta Investment Management
California
$2.33M +$387K +8,034 +19%
KWM
98
Kingsview Wealth Management
Oregon
$2.28M +$595K +12,354 +34%
DC
99
Davenport & Co
Virginia
$2.27M +$348K +7,217 +18%
Mariner
100
Mariner
Kansas
$2.26M +$1.1M +22,806 +90%