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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.

Holders
142
Holders Change
+52
Holders Change %
+57.78%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.15%
New
66
Increased
47
Reduced
20
Closed
11
Calls
$775K
Puts
$624K
Net Calls
+$151K
Net Calls Change
+$151K
Name Market Value Shares Shares
Change
Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$573M 14,053 +3,254 +30%
LPL Financial
2
LPL Financial
California
$32.7M 802,537 +785,583 +4,634%
PCIA
3
Prime Capital Investment Advisors
Kansas
$31.8M 780,571 +780,571 New
Osaic Holdings
4
Osaic Holdings
Arizona
$24M 587,383 +305,177 +108%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.9M 438,797 -430,042 -49%
RCM
6
Requisite Capital Management
Texas
$16.3M 388,125 -20,332 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$16.1M 395,436 +160,713 +68%
SFG
8
Socha Financial Group
New York
$12.9M 316,544 +150,905 +91%
RJA
9
Raymond James & Associates
Florida
$12.1M 297,582 -35,071 -11%
Jane Street
10
Jane Street
New York
$10.7M 261,500 +75,642 +41%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$10.3M 252,600 +76,988 +44%
UBS Group
12
UBS Group
Switzerland
$10.1M 247,323 +182,742 +283%
MS
13
Madden Securities
Texas
$9.72M 238,127 +238,127 New
SHFP
14
Second Half Financial Partners
Florida
$9.34M 215,506 +215,506 New
CA
15
Cornerstone Advisory
Maryland
$8.97M 219,905 +57,671 +36%
DAM
16
Derbend Asset Management
Georgia
$8.21M 201,327 +13,361 +7%
WHG
17
Westwood Holdings Group
Texas
$7.24M 177,379 +96,597 +120%
WMA
18
West Michigan Advisors
Michigan
$6.57M 161,020 +161,020 New
PFS
19
Prospera Financial Services
Texas
$6.28M 153,885 +153,885 New
RIG
20
RiverFront Investment Group
Virginia
$5.53M 900,702 -56,332 -6%
EIP
21
Ellis Investment Partners
Pennsylvania
$5.37M 131,667 +27,415 +26%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.35M 131,152 -3,393 -3%
SA
23
Stewardship Advisors
Pennsylvania
$5.21M 127,696 +127,696 New
CSPAM
24
Cary Street Partners Asset Management
Virginia
$4.74M 116,133 +14,919 +15%
Truist Financial
25
Truist Financial
North Carolina
$3.6M 88,271 -399 -0.4%