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JPMorgan Nasdaq Equity Premium Income ETF

420 hedge funds and large institutions have $3.6B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 229 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+96
Holders Change %
+29.63%
% of All Funds
6.16%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.43%
New
117
Increased
229
Reduced
52
Closed
18
Calls
$2.85M
Puts
$3.02M
Net Calls
-$173K
Net Calls Change
+$2.91M
Name Holding Trade Value Shares
Change
Shares
Change %
NC
201
Napatree Capital
Rhode Island
$965K +$965K +19,329 New
NW
202
NewEdge Wealth
Pennsylvania
$957K +$47.2K +946 +5%
ICP
203
Interchange Capital Partners
Pennsylvania
$953K -$1.2M -25,018 -56%
Lido Advisors
204
Lido Advisors
California
$939K +$14.7K +293 +2%
CF
205
Centaurus Financial
California
$931K +$182K +3,634 +24%
TAM
206
Tucker Asset Management
Colorado
$923K +$94.6K +1,895 +11%
4WM
207
49 Wealth Management
Texas
$922K +$922K +18,457 New
JWCA
208
J.W. Cole Advisors
Florida
$916K +$105K +2,095 +13%
E
209
ETFidea
New York
$905K +$202K +4,043 +29%
GRP
210
Global Retirement Partners
California
$902K +$384K +7,596 +74%
AF
211
Advisornet Financial
Minnesota
$900K +$263K +5,274 +41%
CPC
212
Consolidated Planning Corp
Georgia
$890K +$890K +17,819 New
AUB
213
Atlantic Union Bankshares
Virginia
$883K +$63K +1,262 +8%
FA
214
FDx Advisors
Illinois
$849K -$1.25M -25,087 -60%
BPA
215
Beacon Pointe Advisors
California
$847K +$629K +12,605 +290%
S
216
Sunpointe
Missouri
$841K +$841K +16,718 New
TSWM
217
Tyler-Stone Wealth Management
Ohio
$820K +$80.6K +1,615 +11%
RRA
218
Round Rock Advisors
Connecticut
$816K +$2.45K +49 +0.3%
FHC
219
First Heartland Consultants
Missouri
$808K +$275K +5,504 +52%
CAM
220
Cresset Asset Management
Illinois
$805K +$467K +9,277 +138%
SDH
221
Sloy Dahl & Holst
Washington
$796K +$194K +3,895 +32%
RIL
222
Rothschild Investment LLC
Illinois
$791K +$63.2K +1,265 +9%
KIA
223
Kraematon Investment Advisors
Massachusetts
$781K +$286K +5,727 +58%
MA
224
Modus Advisors
Minnesota
$771K +$160K +3,206 +26%
MAC
225
Mason & Associates (California)
California
$767K +$16.5K +331 +2%