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JPMorgan Nasdaq Equity Premium Income ETF

142 hedge funds and large institutions have $936M invested in JPMorgan Nasdaq Equity Premium Income ETF in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 47 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 11

290% more capital invested

Capital invested by funds: $240M → $936M (+$696M)

135% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 20

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

58% more funds holding

Funds holding: 90142 (+52)

24% more call options, than puts

Call options by funds: $775K | Put options by funds: $624K

15.73% less ownership

Funds ownership: 58.15%42.42% (-16%)

Holders
142
Holders Change
+52
Holders Change %
+57.78%
% of All Funds
2.28%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
66
Increased
47
Reduced
20
Closed
11
Calls
$775K
Puts
$624K
Net Calls
+$151K
Net Calls Change
+$151K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$573M +$138K +3,254 +30%
LPL Financial
2
LPL Financial
California
$32.7M +$33.4M +785,583 +4,634%
PCIA
3
Prime Capital Investment Advisors
Kansas
$31.8M +$33.2M +780,571 New
Osaic Holdings
4
Osaic Holdings
Arizona
$24M +$13M +305,177 +108%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.9M -$18.3M -430,042 -49%
RCM
6
Requisite Capital Management
Texas
$16.3M -$864K -20,332 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$16.1M +$6.83M +160,713 +68%
SFG
8
Socha Financial Group
New York
$12.9M +$6.42M +150,905 +91%
RJA
9
Raymond James & Associates
Florida
$12.1M -$1.49M -35,071 -11%
Jane Street
10
Jane Street
New York
$10.7M +$3.22M +75,642 +41%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$10.3M +$3.27M +76,988 +44%
UBS Group
12
UBS Group
Switzerland
$10.1M +$7.77M +182,742 +283%
MS
13
Madden Securities
Texas
$9.72M +$10.1M +238,127 New
SHFP
14
Second Half Financial Partners
Florida
$9.34M +$9.16M +215,506 New
CA
15
Cornerstone Advisory
Maryland
$8.97M +$2.45M +57,671 +36%
DAM
16
Derbend Asset Management
Georgia
$8.21M +$568K +13,361 +7%
WHG
17
Westwood Holdings Group
Texas
$7.24M +$4.11M +96,597 +120%
WMA
18
West Michigan Advisors
Michigan
$6.57M +$6.85M +161,020 New
PFS
19
Prospera Financial Services
Texas
$6.28M +$6.54M +153,885 New
RIG
20
RiverFront Investment Group
Virginia
$5.53M -$2.39M -56,332 -6%
EIP
21
Ellis Investment Partners
Pennsylvania
$5.37M +$1.17M +27,415 +26%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.35M -$144K -3,393 -3%
SA
23
Stewardship Advisors
Pennsylvania
$5.21M +$5.43M +127,696 New
CSPAM
24
Cary Street Partners Asset Management
Virginia
$4.74M +$634K +14,919 +15%
Truist Financial
25
Truist Financial
North Carolina
$3.6M -$17K -399 -0.4%