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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
CA
201
Clearstead Advisors
Ohio
$527K +$270K +5,610 +100%
MP
202
McDonald Partners
Ohio
$525K +$47.7K +990 +10%
NCM
203
Novare Capital Management
North Carolina
$516K +$530K +11,000 New
HCM
204
Highlander Capital Management
New Jersey
$506K -$14.5K -300 -3%
BCM
205
Brookstone Capital Management
Illinois
$506K +$520K +10,792 New
FHC
206
First Heartland Consultants
Missouri
$501K +$125K +2,585 +32%
MAG
207
Mayfair Advisory Group
Alabama
$500K +$507K +10,520 New
SL
208
SWMG LLC
Texas
$497K -$107K -2,230 -17%
RA
209
Rockingstone Advisors
Massachusetts
$490K +$3.85K +80 +0.8%
EFMC
210
Empire Financial Management Company
New York
$486K +$106K +2,192 +27%
HA
211
Herold Advisors
New York
$486K +$498K +10,345 New
GRP
212
Global Retirement Partners
California
$477K +$481K +9,979 +4,008%
SWM
213
Silverlake Wealth Management
Vermont
$467K +$479K +9,944 New
KIA
214
Kraematon Investment Advisors
Massachusetts
$465K -$2.12K -44 -0.4%
SEP
215
Southland Equity Partners
Missouri
$454K +$178K +3,697 +62%
SBIA
216
Sheaff Brock Investment Advisors
Indiana
$444K +$75.2K +1,562 +20%
CA
217
Calton & Associates
Florida
$434K +$445K +9,237 New
PWM
218
Perigon Wealth Management
California
$421K +$79.9K +1,659 +23%
MWM
219
Marion Wealth Management
Pennsylvania
$419K -$31.6K -657 -7%
HAS
220
HBW Advisory Services
California
$417K -$52.6K -1,093 -11%
CIA
221
Caerus Investment Advisors
Texas
$417K +$428K +8,883 New
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$413K +$293K +6,087 +245%
FH
223
FWG Holdings
Florida
$405K +$5.68K +118 +1%
WP
224
WealthShield Partners
North Carolina
$399K +$9.35K +194 +2%
ZIMP
225
Zimmermann Investment Management & Planning
Pennsylvania
$396K +$30.5K +634 +8%