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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
ACM
101
AlphaStar Capital Management
North Carolina
$3.71M +$2.54M +52,573 +249%
IP
102
Ignite Planners
California
$3.7M +$319K +6,612 +10%
BIP
103
Blue Investment Partners
California
$3.67M +$431K +8,930 +14%
BRWA
104
B. Riley Wealth Advisors
Florida
$3.63M +$3.15M +65,340 +887%
HWAM
105
Hennion & Walsh Asset Management
New Jersey
$3.49M +$430K +8,913 +15%
VAM
106
Vienna Asset Management
California
$3.48M +$3.39M +70,260 New
QFA
107
Quattro Financial Advisors
Texas
$3.48M +$2.41K +50 New
KFS
108
Kelly Financial Services
Massachusetts
$3.4M +$1.52M +31,475 +86%
IWC
109
Integrated Wealth Concepts
Massachusetts
$3.38M +$1.72M +35,549 +111%
MFP
110
Meridian Financial Partners
Virginia
$3.35M -$603K -12,501 -16%
PFG
111
Prosperity Financial Group
California
$3.34M +$194K +4,013 +6%
HNWAG
112
High Net Worth Advisory Group
Florida
$3.19M +$1.88K +39 +0.1%
ARC
113
Advisor Resource Council
Texas
$3.16M +$3.05M +63,228 New
CWA
114
Consilium Wealth Advisory
Texas
$3.14M -$121K -2,515 -4%
ARG
115
Advisory Resource Group
Oklahoma
$3.05M -$93.1K -1,929 -3%
ICG
116
InterOcean Capital Group
Tennessee
$2.94M +$2.84M +58,850 New
Comerica Bank
117
Comerica Bank
Texas
$2.9M +$1.15M +23,919 +70%
FA
118
Fagan Associates
New York
$2.77M +$479K +9,920 +22%
USCWA
119
U.S. Capital Wealth Advisors
Texas
$2.76M +$625K +12,950 +31%
HH
120
Hilltop Holdings
Texas
$2.75M -$51.7K -1,072 -2%
SW
121
SlateStone Wealth
Florida
$2.66M +$2.57M +53,209 New
WWMSC
122
Wagner Wealth Management (South Carolina)
South Carolina
$2.65M -$36.9K -764 -1%
DC
123
Davenport & Co
Virginia
$2.6M +$176K +3,647 +8%
KWM
124
Kingsview Wealth Management
Oregon
$2.58M +$151K +3,132 +6%
IWM
125
IHT Wealth Management
Illinois
$2.52M +$591K +12,254 +32%