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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
CA
76
Cambridge Advisors
Nebraska
$6.11M +$2.18M +45,117 +58%
HCM
77
Howard Capital Management
Georgia
$6.02M +$465K +9,628 +9%
MFGM
78
Marshall Financial Group (Maryland)
Maryland
$5.9M +$5.7M +118,097 New
ATC
79
Argent Trust Co
Tennessee
$5.68M +$2.47M +51,162 +82%
BCM
80
Beck Capital Management
Texas
$5.63M -$130K -2,703 -2%
NA
81
NewEdge Advisors
Louisiana
$5.59M +$1.64M +33,898 +44%
SWM
82
StoneCrest Wealth Management
Arizona
$5.59M +$5.4M +111,936 New
NEPWA
83
New England Private Wealth Advisors
Massachusetts
$5.5M +$545K +11,297 +11%
SI
84
Stephens Inc
Arkansas
$5.29M +$1.62M +33,510 +46%
PA
85
PSI Advisors
Florida
$5.24M +$5.06M +104,913 New
ACM
86
Avalon Capital Management
California
$5.17M +$5M +103,643 New
MSAM
87
Moloney Securities Asset Management
Missouri
$4.91M +$546K +11,307 +13%
Mariner
88
Mariner
Kansas
$4.73M +$2.25M +46,710 +97%
EBWM
89
Eagle Bluffs Wealth Management
Missouri
$4.73M +$841K +17,423 +23%
TFS
90
Thoroughbred Financial Services
Tennessee
$4.47M +$3.94M +81,713 +1,056%
MW
91
MBL Wealth
North Carolina
$4.45M +$925K +19,156 +27%
HIP
92
HUB Investment Partners
Texas
$4.36M +$1.56M +32,370 +59%
BFA
93
Beacon Financial Advisory
Ohio
$4.29M +$1.12M +23,220 +37%
PWP
94
Principle Wealth Partners
Connecticut
$4.11M +$320K +6,631 +9%
M1FG
95
Mach-1 Financial Group
Arkansas
$3.96M +$218K +4,521 +6%
RFMS
96
RWQ Financial Management Services
Florida
$3.94M +$3.81M +78,908 New
EFH
97
Eaton Financial Holdings
Florida
$3.89M +$54.1K +1,120 +1%
CAM
98
Cobblestone Asset Management
Virginia
$3.86M +$1.83K +38 +0%
AWM
99
Apollon Wealth Management
South Carolina
$3.79M +$332K +6,888 +10%
TCWM
100
Total Clarity Wealth Management
Illinois
$3.75M +$1.48M +30,730 +69%