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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
AA
126
AlphaMark Advisors
Kentucky
$10K +$10.1K +237 New
AWM
127
Activest Wealth Management
Florida
$10K +$10.4K +245 New
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$6.65K +$6.93K +163 New
HIA
129
Harbor Investment Advisory
Maryland
$6.41K
Bank of America
130
Bank of America
North Carolina
$4.9K -$14K -330 -73%
AWM
131
Avior Wealth Management
Nebraska
$4.9K +$5.1K +120 New
MIM
132
Macroview Investment Management
Maryland
$4.83K +$5.02K +118 New
HCP
133
Hexagon Capital Partners
Arkansas
$4.08K +$4.25K +100 New
NFSG
134
Newbridge Financial Services Group
Florida
$4.08K +$4.25K +100 New
KTC
135
Kistler-Tiffany Companies
Pennsylvania
$3.18K
BAM
136
Belpointe Asset Management
Nevada
$3.06K +$3.19K +75 New
S
137
SignatureFD
Georgia
$2.33K
GRP
138
Global Retirement Partners
California
$1.02K +$1.06K +25 New
FMP
139
Financial Management Professionals
Texas
$1K
ACM
140
AlphaStar Capital Management
North Carolina
$622 +$644K +15,148 New
HS
141
Horan Securities
United States
$464 +$43 +1 +10%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$82 +$85 +2 New
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
-$2.58M -61,824 Closed
HC
144
Hourglass Capital
Texas
-$2.08M -50,000 Closed
OBWG
145
Onyx Bridge Wealth Group
New York
-$455K -11,168 Closed
AAS
146
Avantax Advisory Services
Texas
-$346K -8,318 Closed
UCFA
147
United Capital Financial Advisors
Texas
-$214K -5,139 Closed
TPCW
148
TD Private Client Wealth
New York
-$38K -912 Closed
AWMS
149
Advocacy Wealth Management Services
Georgia
-$16K -375 Closed
HI
150
Hudock Inc
Pennsylvania
-$9K -237 Closed