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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
CWA
176
Clarity Wealth Advisors
California
$1.36M +$263K +5,459 +25%
VVP
177
Venture Visionary Partners
Ohio
$1.34M +$1.3M +26,905 New
MA
178
MBA Advisors
Pennsylvania
$1.31M +$178K +3,681 +16%
NWM
179
Napa Wealth Management
California
$1.23M +$1.19M +24,656 New
TCA
180
Transcend Capital Advisors
New Jersey
$1.23M +$1.19M +24,634 New
SWP
181
Summit Wealth Partners
Florida
$1.22M +$149K +3,097 +15%
CIAS
182
Capital Investment Advisory Services
North Carolina
$1.22M +$361K +7,474 +44%
CWP
183
Concord Wealth Partners
Virginia
$1.21M +$34.2K +709 +3%
FFWA
184
FRG Family Wealth Advisors
Washington
$1.21M +$227K +4,700 +24%
TA
185
TrueWealth Advisors
Alabama
$1.18M +$156K +3,224 +16%
AWA
186
Arete Wealth Advisors
Illinois
$1.15M +$1.11M +22,998 New
KPWS
187
Kestra Private Wealth Services
Texas
$1.14M +$446K +9,243 +68%
CFG
188
Cooper Financial Group
California
$1.14M +$85.2K +1,765 +8%
RCM
189
Rain Capital Management
Oregon
$1.14M +$128K +2,659 +13%
BFEC
190
Benjamin F. Edwards & Company
Missouri
$1.12M +$1.08M +22,383 New
RIA
191
Realta Investment Advisors
Delaware
$1.09M +$40.4K +838 +4%
CGA
192
Crescent Grove Advisors
Illinois
$1.09M -$466K -9,663 -31%
PA
193
Pinnacle Associates
New York
$1.06M +$362K +7,507 +54%
NL
194
NWAM LLC
Washington
$1.06M -$44.9K -930 -4%
AA
195
AlphaMark Advisors
Kentucky
$1.05M +$703K +14,567 +225%
HI
196
Harbour Investments
Wisconsin
$1.03M +$142K +2,947 +17%
WA
197
Waverly Advisors
Alabama
$1.01M +$268K +5,545 +38%
PWMAG
198
Pinnacle Wealth Management Advisory Group
New Jersey
$991K +$362K +7,507 +61%
GWM
199
Greenwich Wealth Management
Connecticut
$985K +$952K +19,734 New
PA
200
Parallel Advisors
California
$983K +$45.5K +943 +5%