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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
RA
176
Rockingstone Advisors
Massachusetts
$501K
Citadel Advisors
177
Citadel Advisors
Florida
$499K -$147K -3,173 -24%
LNC
178
Lincoln National Corp
Pennsylvania
$494K +$163K +3,530 +53%
MP
179
McDonald Partners
Ohio
$493K +$7.77K +168 +2%
KWA
180
Kingswood Wealth Advisors
California
$487K +$465K +10,060 New
E
181
ETFidea
New York
$486K +$465K +10,050 New
HAS
182
HBW Advisory Services
California
$483K +$461K +9,978 New
KIA
183
Kraematon Investment Advisors
Massachusetts
$481K +$460K +9,953 New
SWP
184
Stratos Wealth Partners
Ohio
$478K +$230K +4,984 +102%
PWMAG
185
Pinnacle Wealth Management Advisory Group
New Jersey
$472K
MWM
186
Marion Wealth Management
Pennsylvania
$464K +$444K +9,595 New
FH
187
FWG Holdings
Florida
$423K +$401K +8,672 New
WP
188
WealthShield Partners
North Carolina
$401K +$86.9K +1,879 +29%
EFMC
189
Empire Financial Management Company
New York
$395K +$377K +8,156 New
FHC
190
First Heartland Consultants
Missouri
$391K +$374K +8,090 New
BWM
191
Birchcreek Wealth Management
Ohio
$384K +$367K +7,934 New
SBIA
192
Sheaff Brock Investment Advisors
Indiana
$382K +$365K +7,899 New
VWM
193
Vigilare Wealth Management
Arizona
$381K -$56.8K -1,228 -13%
CIBC World Market
194
CIBC World Market
Ontario, Canada
$378K +$361K +7,815 New
ZIMP
195
Zimmermann Investment Management & Planning
Pennsylvania
$377K +$12.5K +270 +4%
KFS
196
Kelly Financial Services
Massachusetts
$364K +$290K +6,267 +498%
PWM
197
Perigon Wealth Management
California
$353K +$18.6K +402 +6%
KPWS
198
Kestra Private Wealth Services
Texas
$343K +$38.2K +826 +13%
SFC
199
Strategic Financial Concepts
Texas
$343K +$328K +7,100 New
AF
200
Advisornet Financial
Minnesota
$338K +$139K +3,011 +76%