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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 %
JIP
151
Jaffetilchin Investment Partners
Florida
$667K +$308K +6,361 +86%
TAM
152
Tucker Asset Management
Colorado
$666K +$89.2K +1,844 +15%
SWP
153
Semus Wealth Partners
Florida
$663K +$663K +13,700 New
CF
154
Centaurus Financial
California
$659K -$97K -2,004 -13%
PIA
155
Perennial Investment Advisors
California
$646K +$349K +7,221 +118%
CPW
156
Crestmont Private Wealth
Texas
$635K
HFS
157
Howard Financial Services
Texas
$630K +$161K +3,334 +34%
SL
158
SWMG LLC
Texas
$620K +$620K +12,814 New
HI
159
Harbour Investments
Wisconsin
$595K +$493K +10,189 +483%
SPC
160
Sigma Planning Corp
Michigan
$590K -$306K -6,320 -34%
SSWM
161
Sheets Smith Wealth Management
North Carolina
$588K +$22.7K +470 +4%
MCIA
162
Mountain Capital Investment Advisors
Colorado
$583K +$583K +11,976 New
WP
163
WealthSource Partners
California
$577K +$577K +11,934 New
Belvedere Trading
164
Belvedere Trading
Illinois
$565K +$565K +11,687 New
SFG
165
SevenBridge Financial Group
Pennsylvania
$565K +$223K +4,618 +65%
JWCA
166
J.W. Cole Advisors
Florida
$544K +$248K +5,135 +84%
HCM
167
Highlander Capital Management
New Jersey
$536K +$2.42K +50 +0.5%
PA
168
Parallel Advisors
California
$533K +$533K +11,017 New
MA
169
Modus Advisors
Minnesota
$526K +$168K +3,464 +47%
PA
170
Pinnacle Associates
New York
$518K +$15K +310 +3%
RJFSA
171
Raymond James Financial Services Advisors
Florida
$518K -$41.1K -850 -7%
ACG
172
Allen Capital Group
Nebraska
$514K +$46K +950 +10%
NW
173
NewEdge Wealth
Pennsylvania
$504K +$504K +10,422 New
RA
174
Rockingstone Advisors
Massachusetts
$501K
Citadel Advisors
175
Citadel Advisors
Florida
$499K -$153K -3,173 -24%