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JPMorgan Nasdaq Equity Premium Income ETF

324 hedge funds and large institutions have $2.02B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 181 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+56
Holders Change %
+20.9%
% of All Funds
5.17%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
77
Increased
181
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
Shares
Change %
FA
101
Fagan Associates
New York
$2.14M +$605K +12,887 +39%
Franklin Resources
102
Franklin Resources
California
$2.13M -$31.7K -675 -1%
TCWM
103
Total Clarity Wealth Management
Illinois
$2.08M +$968K +20,629 +87%
ICP
104
Interchange Capital Partners
Pennsylvania
$2.08M -$310K -6,710 -13%
USCWA
105
U.S. Capital Wealth Advisors
Texas
$1.98M +$197K +4,200 +11%
FA
106
FDx Advisors
Illinois
$1.98M -$421K -8,971 -18%
TWM
107
Tradition Wealth Management
Minnesota
$1.96M +$51.1K +1,088 +3%
IWM
108
IHT Wealth Management
Illinois
$1.8M +$561K +11,961 +45%
Envestnet Portfolio Solutions
109
Envestnet Portfolio Solutions
Illinois
$1.78M +$1.78M +37,828 New
JPLA
110
Joseph P. Lucia & Associates
New York
$1.76M +$674K +14,355 +62%
SWP
111
Stratos Wealth Partners
Ohio
$1.75M +$1.29M +27,475 +278%
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$1.75M +$1.75M +37,261 New
KFS
113
Kelly Financial Services
Massachusetts
$1.72M +$1.37M +29,089 +387%
PIA
114
Perennial Investment Advisors
California
$1.72M +$1.09M +23,205 +174%
BEI
115
Benjamin Edwards Inc
Missouri
$1.7M -$57K -1,215 -3%
OIA
116
OneDigital Investment Advisors
Kansas
$1.69M -$120K -2,554 -7%
GM
117
GeoWealth Management
Illinois
$1.66M +$309K +6,582 +23%
JSL
118
JT Stratford LLC
Georgia
$1.65M +$61.9K +1,318 +4%
MTWM
119
Masso Torrence Wealth Management
New Jersey
$1.64M +$20.8K +444 +1%
Bank of New York Mellon
120
Bank of New York Mellon
New York
$1.63M -$14.8K -315 -0.9%
GCP
121
Gill Capital Partners
Colorado
$1.62M +$226K +4,814 +16%
Comerica Bank
122
Comerica Bank
Texas
$1.6M +$1.6M +34,070 New
PGAM
123
Princeton Global Asset Management
New Jersey
$1.58M +$1.45M +30,891 +1,103%
FPGK
124
Financial Partners Group (Kansas)
Kansas
$1.58M +$1.58M +32,974 New
SOS
125
Silver Oak Securities
Tennessee
$1.58M +$397K +8,463 +34%