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JPMorgan Nasdaq Equity Premium Income ETF

324 hedge funds and large institutions have $2.02B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 181 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+56
Holders Change %
+20.9%
% of All Funds
5.17%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
77
Increased
181
Reduced
49
Closed
19
Calls
$1.02M
Puts
$4.1M
Net Calls
-$3.08M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
176
BTS Asset Management
Massachusetts
$721K -$328 -7 -0%
IAN
177
Integrated Advisors Network
Texas
$705K -$52.8K -1,125 -7%
MAC
178
Mason & Associates (California)
California
$705K +$476K +10,133 +207%
CF
179
Centaurus Financial
California
$704K +$65K +1,385 +10%
TSWM
180
Tyler-Stone Wealth Management
Ohio
$695K +$18.8K +400 +3%
WA
181
Waverly Advisors
Alabama
$692K +$692K +14,750 New
RIL
182
Rothschild Investment LLC
Illinois
$684K +$22.7K +484 +3%
NCM
183
NCM Capital Management
New Jersey
$661K -$19.2K -409 -3%
E
184
ETFidea
New York
$661K +$190K +4,040 +40%
JIP
185
Jaffetilchin Investment Partners
Florida
$658K +$9.9K +211 +2%
PA
186
Pinnacle Associates
New York
$648K +$145K +3,100 +29%
KPWS
187
Kestra Private Wealth Services
Texas
$641K +$308K +6,559 +92%
HFS
188
Howard Financial Services
Texas
$611K
SFG
189
SevenBridge Financial Group
Pennsylvania
$605K +$56.7K +1,209 +10%
AF
190
Advisornet Financial
Minnesota
$598K +$270K +5,757 +82%
ACM
191
Absolute Capital Management
Pennsylvania
$593K +$593K +12,641 New
PWMAG
192
Pinnacle Wealth Management Advisory Group
New Jersey
$580K +$122K +2,600 +27%
AWM
193
Axxcess Wealth Management
California
$578K +$578K +12,326 New
SSWM
194
Sheets Smith Wealth Management
North Carolina
$578K +$7.51K +160 +1%
PIA
195
Panoramic Investment Advisors
Colorado
$577K +$577K +12,300 New
MA
196
Modus Advisors
Minnesota
$575K +$64.7K +1,379 +13%
SDH
197
Sloy Dahl & Holst
Washington
$565K +$565K +12,040 New
GVAG
198
Great Valley Advisor Group
Delaware
$559K +$306K +6,532 +121%
CA
199
Clearstead Advisors
Ohio
$527K +$263K +5,610 +100%
MP
200
McDonald Partners
Ohio
$525K +$46.5K +990 +10%