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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
CAM
126
Cresset Asset Management
Illinois
$1.08M +$711K +15,387 +219%
CWA
127
Clarity Wealth Advisors
California
$1.05M +$462K +10,000 +85%
RIA
128
Realta Investment Advisors
Delaware
$1.02M +$99.6K +2,154 +11%
SMC
129
Smith, Moore & Co
Missouri
$964K +$921K +19,931 New
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$955K -$226K -4,887 -20%
SWP
131
Summit Wealth Partners
Florida
$905K +$55.4K +1,199 +7%
VAS
132
Vestmark Advisory Solutions
Massachusetts
$893K +$458K +9,906 +116%
Bank of America
133
Bank of America
North Carolina
$892K +$852K +18,435 New
Koshinski Asset Management
134
Koshinski Asset Management
Illinois
$878K +$349K +7,540 +71%
WE
135
Wealth Effects
Massachusetts
$865K +$479K +10,365 +138%
WS
136
Wedbush Securities
California
$845K +$520K +11,245 +181%
MA
137
MBA Advisors
Pennsylvania
$825K +$788K +17,047 New
TA
138
TrueWealth Advisors
Alabama
$814K +$449K +9,719 +137%
ASN
139
Advisory Services Network
Georgia
$798K +$612K +13,246 +407%
Lido Advisors
140
Lido Advisors
California
$783K +$44.3K +959 +6%
IAN
141
Integrated Advisors Network
Texas
$781K -$94.8K -2,051 -11%
Morgan Stanley
142
Morgan Stanley
New York
$767K +$589K +12,734 +407%
AUB
143
Atlantic Union Bankshares
Virginia
$759K +$24.1K +522 +3%
BWA
144
Beam Wealth Advisors
Louisiana
$744K +$204K +4,413 +40%
BAM
145
BTS Asset Management
Massachusetts
$744K +$108K +2,331 +18%
CAN
146
Cetera Advisor Networks
California
$743K +$99.3K +2,149 +16%
CW
147
CreativeOne Wealth
Kansas
$727K +$46.5K +1,007 +7%
NCM
148
NCM Capital Management
New Jersey
$701K +$74K +1,601 +12%
TSWM
149
Tyler-Stone Wealth Management
Ohio
$697K +$666K +14,410 New
WAOI
150
Wealth Advisors of Iowa
Iowa
$694K +$663K +14,349 New