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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
SOS
126
Silver Oak Securities
Tennessee
$1.58M +$408K +8,463 +34%
SFA
127
Source Financial Advisors
New York
$1.55M +$200K +4,156 +14%
SMC
128
Smith, Moore & Co
Missouri
$1.55M +$626K +13,004 +65%
IAIM
129
International Assets Investment Management
Florida
$1.54M +$416K +8,628 +35%
KWA
130
Kingswood Wealth Advisors
California
$1.53M +$647K +13,430 +133%
IF
131
Intrua Financial
Texas
$1.51M +$1.55M +32,199 New
IWC
132
Integrated Wealth Concepts
Massachusetts
$1.5M +$394K +8,171 +34%
CGA
133
Crescent Grove Advisors
Illinois
$1.47M +$1.51M +31,250 New
KA
134
Kovack Advisors
Florida
$1.45M +$1.19M +24,771 +399%
PWM
135
Purus Wealth Management
California
$1.44M +$64.5K +1,338 +5%
NFG
136
Norris Financial Group
South Carolina
$1.43M +$182K +3,784 +14%
OC
137
Oppenheimer & Co
New York
$1.41M +$1.45M +30,003 New
NFG
138
Nations Financial Group
Iowa
$1.41M +$1.44M +29,972 New
JFG
139
Jefferies Financial Group
New York
$1.35M +$119K +2,475 +9%
IA
140
IFP Advisors
Florida
$1.32M +$11.9K +248 +0.9%
SC
141
Scotia Capital
Ontario, Canada
$1.31M +$1.35M +27,954 New
RWPA
142
Richard W. Paul & Associates
Michigan
$1.28M -$437K -9,067 -25%
WE
143
Wealth Effects
Massachusetts
$1.15M +$321K +6,660 +37%
CWP
144
Concord Wealth Partners
Virginia
$1.11M +$1.14M +23,601 New
SPC
145
Sigma Planning Corp
Michigan
$1.06M +$497K +10,325 +85%
MA
146
MBA Advisors
Pennsylvania
$1.05M +$261K +5,426 +32%
Two Sigma Investments
147
Two Sigma Investments
New York
$1.04M +$1.07M +22,200 New
NL
148
NWAM LLC
Washington
$1.04M +$1.07M +22,143 New
SWP
149
Semus Wealth Partners
Florida
$1.03M +$398K +8,265 +60%
WAOI
150
Wealth Advisors of Iowa
Iowa
$1.03M +$363K +7,542 +53%