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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
KWA
151
Kingswood Wealth Advisors
California
$1.96M +$764K +15,834 +67%
OIA
152
OneDigital Investment Advisors
Kansas
$1.86M +$53.8K +1,115 +3%
OC
153
Oppenheimer & Co
New York
$1.82M +$316K +6,547 +22%
JPLA
154
Joseph P. Lucia & Associates
New York
$1.82M -$49.2K -1,020 -3%
IA
155
IFP Advisors
Florida
$1.82M +$398K +8,237 +29%
JSL
156
JT Stratford LLC
Georgia
$1.76M +$9.7K +201 +0.6%
IAIM
157
International Assets Investment Management
Florida
$1.76M +$109K +2,268 +7%
BAM
158
Bellevue Asset Management
Washington
$1.75M +$1.64M +33,891 +3,081%
GCP
159
Gill Capital Partners
Colorado
$1.74M +$19.2K +397 +1%
BEI
160
Benjamin Edwards Inc
Missouri
$1.72M -$79.4K -1,644 -5%
NFG
161
Nations Financial Group
Iowa
$1.71M +$206K +4,268 +14%
LAM
162
Lifestyle Asset Management
Texas
$1.66M +$1.26M +26,031 +363%
OL
163
Owen LaRue
Kentucky
$1.65M +$1.6M +33,110 New
SFA
164
Source Financial Advisors
New York
$1.65M +$724 +15 +0%
GM
165
GeoWealth Management
Illinois
$1.65M -$116K -2,411 -7%
PWM
166
Purus Wealth Management
California
$1.64M +$105K +2,175 +7%
SFP
167
Sandbox Financial Partners
Maryland
$1.62M +$1.57M +32,492 New
William Blair & Company
168
William Blair & Company
Illinois
$1.56M +$1.45M +29,996 +2,531%
WE
169
Wealth Effects
Massachusetts
$1.51M +$274K +5,677 +23%
JFG
170
Jefferies Financial Group
New York
$1.46M +$21.5K +445 +2%
IF
171
Intrua Financial
Texas
$1.42M -$180K -3,735 -12%
LNC
172
Lincoln National Corp
Pennsylvania
$1.4M +$476K +9,860 +54%
SWP
173
Semus Wealth Partners
Florida
$1.4M +$292K +6,056 +28%
RWPA
174
Richard W. Paul & Associates
Michigan
$1.38M +$20.5K +425 +2%
DOA
175
D'Orazio & Associates
Virginia
$1.37M +$1.32M +27,364 New