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JPMorgan Nasdaq Equity Premium Income ETF

270 hedge funds and large institutions have $1.41B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 150 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

477% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 26

388% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 17

95% more capital invested

Capital invested by funds: $722M → $1.41B (+$686M)

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

32% more funds holding

Funds holding: 204270 (+66)

0.42% more ownership

Funds ownership: 37.36%37.78% (+0.42%)

82% less call options, than puts

Call options by funds: $339K | Put options by funds: $1.89M

Holders
270
Holders Change
+66
Holders Change %
+32.35%
% of All Funds
4.24%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
83
Increased
150
Reduced
26
Closed
17
Calls
$339K
Puts
$1.89M
Net Calls
-$1.55M
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MTWM
101
Masso Torrence Wealth Management
New Jersey
$1.67M +$747K +16,170 +88%
JSL
102
JT Stratford LLC
Georgia
$1.63M +$1.56M +33,775 New
GSIAS
103
Garden State Investment Advisory Services
New Jersey
$1.62M +$348K +7,528 +29%
NA
104
NewEdge Advisors
Louisiana
$1.61M +$1.23M +26,662 +408%
AAS
105
Ameritas Advisory Services
Nebraska
$1.6M -$363K -7,849 -19%
FA
106
Fagan Associates
New York
$1.58M +$1.51M +32,754 New
BFA
107
Beacon Financial Advisory
Ohio
$1.5M +$741K +16,037 +106%
HIP
108
HUB Investment Partners
Texas
$1.46M +$697K +15,077 +99%
GCP
109
Gill Capital Partners
Colorado
$1.43M +$1.37M +29,609 New
PWM
110
Purus Wealth Management
California
$1.41M +$582K +12,583 +76%
SFA
111
Source Financial Advisors
New York
$1.39M +$689K +14,900 +107%
GM
112
GeoWealth Management
Illinois
$1.39M +$686K +14,850 +106%
RCM
113
Rain Capital Management
Oregon
$1.37M +$117K +2,533 +10%
IA
114
IFP Advisors
Florida
$1.35M +$427K +9,244 +49%
ATC
115
Argent Trust Co
Tennessee
$1.3M +$1.25M +26,940 New
NFG
116
Norris Financial Group
South Carolina
$1.29M +$1.24M +26,754 New
JFG
117
Jefferies Financial Group
New York
$1.27M +$1.22M +26,355 New
IWM
118
IHT Wealth Management
Illinois
$1.27M +$498K +10,767 +69%
Mariner
119
Mariner
Kansas
$1.22M +$43K +930 +4%
SOS
120
Silver Oak Securities
Tennessee
$1.22M +$332K +7,172 +40%
AWA
121
Arete Wealth Advisors
Illinois
$1.21M +$357K +7,713 +45%
IAIM
122
International Assets Investment Management
Florida
$1.18M +$685K +14,814 +155%
IWC
123
Integrated Wealth Concepts
Massachusetts
$1.16M +$786K +17,007 +247%
TCWM
124
Total Clarity Wealth Management
Illinois
$1.15M +$224K +4,848 +26%
JPLA
125
Joseph P. Lucia & Associates
New York
$1.12M +$714K +15,445 +200%