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JPMorgan Nasdaq Equity Premium Income ETF

268 hedge funds and large institutions have $1.4B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 149 increasing their positions, 26 reducing their positions, and 17 closing their positions.

Holders
268
Holders Change
+65
Holders Change %
+32.02%
% of All Funds
4.23%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
82
Increased
149
Reduced
26
Closed
17
Calls
$339K
Puts
$1.89M
Net Calls
-$1.55M
Net Calls Change
-$1.2M
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$133M 2,750,567 +827,464 +43%
RIG
2
RiverFront Investment Group
Virginia
$90M 1,861,690 +927,978 +99%
Osaic Holdings
3
Osaic Holdings
Arizona
$77.4M 1,602,533 +570,650 +55%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$76.4M 1,580,309 +579,250 +58%
UBS Group
5
UBS Group
Switzerland
$65M 1,344,662 +749,022 +126%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$49.2M 1,017,513 +454,091 +81%
NYLIM
7
New York Life Investment Management
New York
$45.5M 941,233 +941,233 New
PCIA
8
Prime Capital Investment Advisors
Kansas
$44.7M 923,319 +381,117 +70%
HCM
9
Hilton Capital Management
New York
$44.6M 921,554 +921,554 New
LJCM
10
Lee Johnson Capital Management
Texas
$36.9M 763,587 +212,840 +39%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$32.2M 664,967 +297,726 +81%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$30M 619,418 +378,110 +157%
RJA
13
Raymond James & Associates
Florida
$29.7M 614,871 +326,418 +113%
RCM
14
Requisite Capital Management
Texas
$26M 537,325 +73,464 +16%
RCA
15
Reitz Capital Advisors
Michigan
$20.6M 410,867 +356,109 +650%
Wells Fargo
16
Wells Fargo
California
$19.4M 401,712 +396,550 +7,682%
Truist Financial
17
Truist Financial
North Carolina
$19.3M 399,489 +265,039 +197%
SFG
18
Socha Financial Group
New York
$18.3M 378,981 +50,866 +16%
AWM
19
AE Wealth Management
Kansas
$18M 371,334 +293,485 +377%
PAG
20
Private Advisor Group
New Jersey
$17.8M 366,883 +96,994 +36%
Jane Street
21
Jane Street
New York
$17.6M 364,432 +307,355 +538%
Stifel Financial
22
Stifel Financial
Missouri
$15.3M 315,925 +253,808 +409%
KAS
23
Kestra Advisory Services
Texas
$14.8M 306,006 -161,303 -35%
WHG
24
Westwood Holdings Group
Texas
$14.6M 301,609 -93,601 -24%
WWA
25
WCG Wealth Advisors
Nevada
$12.7M 262,167 +11,899 +5%