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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
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$256K +$267K +6,272 New
BAAM
102
Baker Avenue Asset Management
California
$241K +$251K +5,900 New
SPC
103
Sigma Planning Corp
Michigan
$238K -$1M -23,554 -80%
RA
104
Rockingstone Advisors
Massachusetts
$237K +$247K +5,810 New
MW
105
Marcum Wealth
Ohio
$223K -$69.9K -1,644 -23%
WS
106
Wedbush Securities
California
$223K -$323K -7,605 -58%
NA
107
NewEdge Advisors
Louisiana
$216K +$225K +5,300 New
KPWS
108
Kestra Private Wealth Services
Texas
$209K +$218K +5,127 New
RWA
109
Redhawk Wealth Advisors
Minnesota
$206K -$56K -1,317 -21%
SIM
110
Seaview Investment Managers
Florida
$205K +$213K +5,013 New
Wells Fargo
111
Wells Fargo
California
$158K +$165K +3,875 New
KIA
112
Kraematon Investment Advisors
Massachusetts
$149K +$155K +3,651 New
AF
113
Advisornet Financial
Minnesota
$123K -$38K -893 -23%
Simplex Trading
114
Simplex Trading
Illinois
$119K +$124K +2,925 New
HI
115
Harbour Investments
Wisconsin
$92.9K +$86.2K +2,027 +811%
ASN
116
Advisory Services Network
Georgia
$72.9K +$75.9K +1,786 New
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$70K +$73K +1,716 New
IA
118
IFP Advisors
Florida
$60K +$3.66K +86 +8%
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$46.8K +$48.8K +1,147 New
BAM
120
Bellevue Asset Management
Washington
$44.5K +$46.8K +1,100 New
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$28.5K +$8.5K +200 +40%
PGAM
122
Princeton Global Asset Management
New Jersey
$26K
BFEC
123
Benjamin F. Edwards & Company
Missouri
$25K +$25.7K +604 New
CWAF
124
Core Wealth Advisors (Florida)
Florida
$15.4K
PA
125
Parallel Advisors
California
$13.5K +$14K +330 New