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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
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
$976K +$943K +19,541 New
NC
202
Napatree Capital
Rhode Island
$965K +$933K +19,329 New
NW
203
NewEdge Wealth
Pennsylvania
$957K +$45.7K +946 +5%
ICP
204
Interchange Capital Partners
Pennsylvania
$953K -$1.21M -25,018 -56%
Lido Advisors
205
Lido Advisors
California
$939K +$14.1K +293 +2%
CF
206
Centaurus Financial
California
$931K +$175K +3,634 +24%
TAM
207
Tucker Asset Management
Colorado
$923K +$91.5K +1,895 +11%
4WM
208
49 Wealth Management
Texas
$922K +$891K +18,457 New
JWCA
209
J.W. Cole Advisors
Florida
$916K +$101K +2,095 +13%
E
210
ETFidea
New York
$905K +$195K +4,043 +29%
GRP
211
Global Retirement Partners
California
$902K +$367K +7,596 +74%
AF
212
Advisornet Financial
Minnesota
$900K +$255K +5,274 +41%
CPC
213
Consolidated Planning Corp
Georgia
$890K +$860K +17,819 New
AUB
214
Atlantic Union Bankshares
Virginia
$883K +$60.9K +1,262 +8%
FA
215
FDx Advisors
Illinois
$849K -$1.21M -25,087 -60%
BPA
216
Beacon Pointe Advisors
California
$847K +$608K +12,605 +290%
S
217
Sunpointe
Missouri
$841K +$807K +16,718 New
TSWM
218
Tyler-Stone Wealth Management
Ohio
$820K +$78K +1,615 +11%
RRA
219
Round Rock Advisors
Connecticut
$816K +$2.37K +49 +0.3%
FHC
220
First Heartland Consultants
Missouri
$808K +$266K +5,504 +52%
CAM
221
Cresset Asset Management
Illinois
$805K +$448K +9,277 +138%
SDH
222
Sloy Dahl & Holst
Washington
$796K +$188K +3,895 +32%
RIL
223
Rothschild Investment LLC
Illinois
$791K +$61.1K +1,265 +9%
KIA
224
Kraematon Investment Advisors
Massachusetts
$781K +$276K +5,727 +58%
MA
225
Modus Advisors
Minnesota
$771K +$155K +3,206 +26%