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JPMorgan Nasdaq Equity Premium Income ETF

203 hedge funds and large institutions have $719M invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 99 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
203
Holders Change
+61
Holders Change %
+42.96%
% of All Funds
3.25%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
73
Increased
99
Reduced
21
Closed
12
Calls
$154K
Puts
$502K
Net Calls
-$348K
Net Calls Change
-$499K
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$86.7M 1,923,103 +1,120,566 +140%
Osaic Holdings
2
Osaic Holdings
Arizona
$46.4M 1,031,883 +444,500 +76%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$45.1M 1,001,059 +562,262 +128%
RIG
4
RiverFront Investment Group
Virginia
$42.1M 933,712 +33,010 +4%
UBS Group
5
UBS Group
Switzerland
$26.9M 595,640 +348,317 +141%
LJCM
6
Lee Johnson Capital Management
Texas
$24.9M 550,747 +550,747 New
PCIA
7
Prime Capital Investment Advisors
Kansas
$24.4M 542,202 -238,369 -31%
KAS
8
Kestra Advisory Services
Texas
$21.1M 467,309 +459,454 +5,849%
RCM
9
Requisite Capital Management
Texas
$20.9M 463,861 +75,736 +20%
WHG
10
Westwood Holdings Group
Texas
$17.8M 395,210 +217,831 +123%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$16.6M 367,241 +114,641 +45%
SFG
12
Socha Financial Group
New York
$14.8M 328,115 +11,571 +4%
RJA
13
Raymond James & Associates
Florida
$13M 288,453 -9,129 -3%
MS
14
Madden Securities
Texas
$12.2M 270,502 +32,375 +14%
PAG
15
Private Advisor Group
New Jersey
$12.2M 269,889 +61,985 +30%
CA
16
Cornerstone Advisory
Maryland
$11.7M 258,393 +38,488 +18%
WWA
17
WCG Wealth Advisors
Nevada
$11.3M 250,268 +250,268 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$10.9M 241,308 +110,156 +84%
DAM
19
Derbend Asset Management
Georgia
$9.72M 215,666 +14,339 +7%
BWP
20
Bernardo Wealth Planning
Pennsylvania
$9.72M 215,463 +215,463 New
SHFP
21
Second Half Financial Partners
Florida
$9.58M 212,470 -3,036 -1%
ACA
22
Aptus Capital Advisors
Alabama
$9.39M 208,211 +208,211 New
PFS
23
Prospera Financial Services
Texas
$7.88M 174,689 +20,804 +14%
WMA
24
West Michigan Advisors
Michigan
$7.86M 174,224 +13,204 +8%
SPIA
25
Steward Partners Investment Advisory
New York
$7.52M 166,872 +98,392 +144%