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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
RIL
151
Rothschild Investment LLC
Illinois
$681K +$17.4K +377 +3%
CFG
152
Cooper Financial Group
California
$670K +$12.6K +273 +2%
JIP
153
Jaffetilchin Investment Partners
Florida
$667K +$294K +6,361 +86%
TAM
154
Tucker Asset Management
Colorado
$666K +$85.2K +1,844 +15%
SWP
155
Semus Wealth Partners
Florida
$663K +$633K +13,700 New
CF
156
Centaurus Financial
California
$659K -$92.6K -2,004 -13%
PIA
157
Perennial Investment Advisors
California
$646K +$334K +7,221 +118%
CPW
158
Crestmont Private Wealth
Texas
$635K
HFS
159
Howard Financial Services
Texas
$630K +$154K +3,334 +34%
SL
160
SWMG LLC
Texas
$620K +$592K +12,814 New
HI
161
Harbour Investments
Wisconsin
$595K +$471K +10,189 +483%
SPC
162
Sigma Planning Corp
Michigan
$590K -$292K -6,320 -34%
SSWM
163
Sheets Smith Wealth Management
North Carolina
$588K +$21.7K +470 +4%
MCIA
164
Mountain Capital Investment Advisors
Colorado
$583K +$554K +11,976 New
WP
165
WealthSource Partners
California
$577K +$552K +11,934 New
Belvedere Trading
166
Belvedere Trading
Illinois
$565K +$540K +11,687 New
SFG
167
SevenBridge Financial Group
Pennsylvania
$565K +$213K +4,618 +65%
JWCA
168
J.W. Cole Advisors
Florida
$544K +$237K +5,135 +84%
HCM
169
Highlander Capital Management
New Jersey
$536K +$2.31K +50 +0.5%
PA
170
Parallel Advisors
California
$533K +$509K +11,017 New
MA
171
Modus Advisors
Minnesota
$526K +$160K +3,464 +47%
PA
172
Pinnacle Associates
New York
$518K +$14.3K +310 +3%
RJFSA
173
Raymond James Financial Services Advisors
Florida
$518K -$39.3K -850 -7%
ACG
174
Allen Capital Group
Nebraska
$514K +$43.9K +950 +10%
NW
175
NewEdge Wealth
Pennsylvania
$504K +$482K +10,422 New