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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
GSIAS
101
Garden State Investment Advisory Services
New Jersey
$2.25M +$695K +14,428 +43%
FA
102
Fagan Associates
New York
$2.14M +$621K +12,887 +39%
Franklin Resources
103
Franklin Resources
California
$2.13M -$32.5K -675 -1%
TCWM
104
Total Clarity Wealth Management
Illinois
$2.08M +$994K +20,629 +87%
ICP
105
Interchange Capital Partners
Pennsylvania
$2.08M -$323K -6,710 -13%
USCWA
106
U.S. Capital Wealth Advisors
Texas
$1.98M +$202K +4,200 +11%
FA
107
FDx Advisors
Illinois
$1.98M -$432K -8,971 -18%
TWM
108
Tradition Wealth Management
Minnesota
$1.96M +$52.4K +1,088 +3%
IWM
109
IHT Wealth Management
Illinois
$1.8M +$576K +11,961 +45%
Envestnet Portfolio Solutions
110
Envestnet Portfolio Solutions
Illinois
$1.78M +$1.82M +37,828 New
JPLA
111
Joseph P. Lucia & Associates
New York
$1.76M +$691K +14,355 +62%
SWP
112
Stratos Wealth Partners
Ohio
$1.75M +$1.32M +27,475 +278%
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$1.75M +$1.79M +37,261 New
KFS
114
Kelly Financial Services
Massachusetts
$1.72M +$1.4M +29,089 +387%
PIA
115
Perennial Investment Advisors
California
$1.72M +$1.12M +23,205 +174%
BEI
116
Benjamin Edwards Inc
Missouri
$1.7M -$58.5K -1,215 -3%
OIA
117
OneDigital Investment Advisors
Kansas
$1.69M -$123K -2,554 -7%
GM
118
GeoWealth Management
Illinois
$1.66M +$317K +6,582 +23%
JSL
119
JT Stratford LLC
Georgia
$1.65M +$63.5K +1,318 +4%
MTWM
120
Masso Torrence Wealth Management
New Jersey
$1.64M +$21.4K +444 +1%
Bank of New York Mellon
121
Bank of New York Mellon
New York
$1.63M -$15.2K -315 -0.9%
GCP
122
Gill Capital Partners
Colorado
$1.62M +$232K +4,814 +16%
Comerica Bank
123
Comerica Bank
Texas
$1.6M +$1.64M +34,070 New
PGAM
124
Princeton Global Asset Management
New Jersey
$1.58M +$1.49M +30,891 +1,103%
FPGK
125
Financial Partners Group (Kansas)
Kansas
$1.58M +$1.59M +32,974 New