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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
CBA
126
Coastal Bridge Advisors
Connecticut
$2.49M +$1.45M +30,047 +152%
MTWM
127
Masso Torrence Wealth Management
New Jersey
$2.49M +$718K +14,872 +43%
VAM
128
Verity Asset Management
North Carolina
$2.48M -$899K -18,628 -27%
HGERS
129
Householder Group Estate & Retirement Specialist
Arizona
$2.47M +$1.44M +29,769 +151%
WM
130
Whitford Management
New York
$2.45M +$2.37M +49,154 New
LSPW
131
Lake Street Private Wealth
Illinois
$2.45M -$158K -3,268 -6%
GSIAS
132
Garden State Investment Advisory Services
New Jersey
$2.4M +$13.5K +280 +0.6%
AWM
133
Axxcess Wealth Management
California
$2.31M +$1.64M +33,912 +275%
WAOI
134
Wealth Advisors of Iowa
Iowa
$2.3M +$1.17M +24,139 +110%
Franklin Resources
135
Franklin Resources
California
$2.29M +$21.7K +450 +1%
FPGK
136
Financial Partners Group (Kansas)
Kansas
$2.26M +$598K +12,382 +38%
SOS
137
Silver Oak Securities
Tennessee
$2.26M +$563K +11,674 +35%
OWA
138
ORBA Wealth Advisors
Illinois
$2.25M +$2.17M +44,969 New
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$2.2M +$330K +6,842 +18%
SWP
140
Stratos Wealth Partners
Ohio
$2.19M +$312K +6,467 +17%
PFGIA
141
Patriot Financial Group Insurance Agency
Massachusetts
$2.16M +$2.09M +43,209 New
TWM
142
Tradition Wealth Management
Minnesota
$2.13M +$42.5K +880 +2%
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$2.12M +$220K +4,562 +12%
PGAM
144
Princeton Global Asset Management
New Jersey
$2.11M +$412K +8,536 +25%
WS
145
Wedbush Securities
California
$2.09M +$1.11M +22,894 +121%
PIA
146
Perennial Investment Advisors
California
$2.09M +$252K +5,220 +14%
Wealthfront Advisers
147
Wealthfront Advisers
California
$2.06M +$1.99M +41,249 New
KA
148
Kovack Advisors
Florida
$2.04M +$480K +9,951 +32%
SRA
149
Secured Retirement Advisors
Minnesota
$2.02M +$1.95M +40,370 New
SMC
150
Smith, Moore & Co
Missouri
$2.01M +$352K +7,284 +22%