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JPMorgan Nasdaq Equity Premium Income ETF

268 hedge funds and large institutions have $1.4B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 149 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+65
Holders Change %
+32.02%
% of All Funds
4.23%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
82
Increased
149
Reduced
26
Closed
17
Calls
$339K
Puts
$1.89M
Net Calls
-$1.55M
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
126
Realta Investment Advisors
Delaware
$1.02M +$104K +2,154 +11%
SMC
127
Smith, Moore & Co
Missouri
$964K +$964K +19,931 New
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$955K -$236K -4,887 -20%
SWP
129
Summit Wealth Partners
Florida
$905K +$58K +1,199 +7%
VAS
130
Vestmark Advisory Solutions
Massachusetts
$893K +$479K +9,906 +116%
Bank of America
131
Bank of America
North Carolina
$892K +$892K +18,435 New
Koshinski Asset Management
132
Koshinski Asset Management
Illinois
$878K +$365K +7,540 +71%
WE
133
Wealth Effects
Massachusetts
$865K +$501K +10,365 +138%
WS
134
Wedbush Securities
California
$845K +$544K +11,245 +181%
MA
135
MBA Advisors
Pennsylvania
$825K +$825K +17,047 New
TA
136
TrueWealth Advisors
Alabama
$814K +$470K +9,719 +137%
ASN
137
Advisory Services Network
Georgia
$798K +$641K +13,246 +407%
Lido Advisors
138
Lido Advisors
California
$783K +$46.4K +959 +6%
IAN
139
Integrated Advisors Network
Texas
$781K -$99.2K -2,051 -11%
Morgan Stanley
140
Morgan Stanley
New York
$767K +$616K +12,734 +407%
AUB
141
Atlantic Union Bankshares
Virginia
$759K +$25.2K +522 +3%
BWA
142
Beam Wealth Advisors
Louisiana
$744K +$213K +4,413 +40%
BAM
143
BTS Asset Management
Massachusetts
$744K +$113K +2,331 +18%
CAN
144
Cetera Advisor Networks
California
$743K +$104K +2,149 +16%
CW
145
CreativeOne Wealth
Kansas
$727K +$48.7K +1,007 +7%
NCM
146
NCM Capital Management
New Jersey
$701K +$77.4K +1,601 +12%
TSWM
147
Tyler-Stone Wealth Management
Ohio
$697K +$697K +14,410 New
WAOI
148
Wealth Advisors of Iowa
Iowa
$694K +$694K +14,349 New
RIL
149
Rothschild Investment LLC
Illinois
$681K +$18.2K +377 +3%
CFG
150
Cooper Financial Group
California
$670K +$13.2K +273 +2%