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JPMorgan Nasdaq Equity Premium Income ETF

329 hedge funds and large institutions have $2.03B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 183 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 19

273% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 49

44% more capital invested

Capital invested by funds: $1.41B → $2.03B (+$620M)

22% more funds holding

Funds holding: 270329 (+59)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

1.09% less ownership

Funds ownership: 37.78%36.68% (-1.1%)

75% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $4.1M

Holders
329
Holders Change
+59
Holders Change %
+21.85%
% of All Funds
5.22%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
80
Increased
183
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
Change in
Stake
MCIA
176
Mountain Capital Investment Advisors
Colorado
$736K +$154K +3,203 +27%
WP
177
WealthSource Partners
California
$731K +$175K +3,635 +30%
BAM
178
BTS Asset Management
Massachusetts
$721K -$337 -7 -0%
IAN
179
Integrated Advisors Network
Texas
$705K -$54.2K -1,125 -7%
MAC
180
Mason & Associates (California)
California
$705K +$488K +10,133 +207%
CF
181
Centaurus Financial
California
$704K +$66.7K +1,385 +10%
TSWM
182
Tyler-Stone Wealth Management
Ohio
$695K +$19.3K +400 +3%
WA
183
Waverly Advisors
Alabama
$692K +$710K +14,750 New
RIL
184
Rothschild Investment LLC
Illinois
$684K +$23.3K +484 +3%
NCM
185
NCM Capital Management
New Jersey
$661K -$19.7K -409 -3%
E
186
ETFidea
New York
$661K +$195K +4,040 +40%
JIP
187
Jaffetilchin Investment Partners
Florida
$658K +$10.2K +211 +2%
PA
188
Pinnacle Associates
New York
$648K +$149K +3,100 +29%
KPWS
189
Kestra Private Wealth Services
Texas
$641K +$316K +6,559 +92%
HFS
190
Howard Financial Services
Texas
$611K
SFG
191
SevenBridge Financial Group
Pennsylvania
$605K +$58.2K +1,209 +10%
AF
192
Advisornet Financial
Minnesota
$598K +$277K +5,757 +82%
ACM
193
Absolute Capital Management
Pennsylvania
$593K +$609K +12,641 New
PWMAG
194
Pinnacle Wealth Management Advisory Group
New Jersey
$580K +$125K +2,600 +27%
AWM
195
Axxcess Wealth Management
California
$578K +$594K +12,326 New
SSWM
196
Sheets Smith Wealth Management
North Carolina
$578K +$7.71K +160 +1%
PIA
197
Panoramic Investment Advisors
Colorado
$577K +$592K +12,300 New
MA
198
Modus Advisors
Minnesota
$575K +$66.4K +1,379 +13%
SDH
199
Sloy Dahl & Holst
Washington
$565K +$580K +12,040 New
GVAG
200
Great Valley Advisor Group
Delaware
$559K +$315K +6,532 +121%