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JPMorgan Nasdaq Equity Premium Income ETF

329 hedge funds and large institutions have $2.03B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 183 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 19

273% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 49

44% more capital invested

Capital invested by funds: $1.41B → $2.03B (+$620M)

22% more funds holding

Funds holding: 270329 (+59)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

1.09% less ownership

Funds ownership: 37.78%36.68% (-1.1%)

75% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $4.1M

Holders
329
Holders Change
+59
Holders Change %
+21.85%
% of All Funds
5.22%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
80
Increased
183
Reduced
49
Closed
19
Calls
$1.02M
Puts
$4.1M
Net Calls
-$3.08M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$260M +$263M +5,466,397 +7,943%
LPL Financial
2
LPL Financial
California
$171M +$42.9M +889,644 +32%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$141M +$68.2M +1,415,166 +90%
Morgan Stanley
4
Morgan Stanley
New York
$96.4M +$98.2M +2,037,984 +12,847%
UBS Group
5
UBS Group
Switzerland
$94.8M +$32.6M +676,119 +50%
RIG
6
RiverFront Investment Group
Virginia
$91.7M +$4.47M +92,762 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$84.5M +$9.55M +198,227 +12%
Wells Fargo
8
Wells Fargo
California
$64.7M +$47.1M +976,914 +243%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$60M +$31.7M +658,431 +106%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$56.8M +$9.28M +192,660 +19%
NYLIM
11
New York Life Investment Management
New York
$38.2M -$6.08M -126,222 -13%
LJCM
12
Lee Johnson Capital Management
Texas
$36.5M +$655K +13,598 +2%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$33.1M +$1.93M +40,021 +6%
RJA
14
Raymond James & Associates
Florida
$32M +$3.25M +67,539 +11%
RCM
15
Requisite Capital Management
Texas
$27.1M +$1.9M +39,412 +7%
PCIA
16
Prime Capital Investment Advisors
Kansas
$24.6M -$19.2M -398,575 -43%
AWM
17
AE Wealth Management
Kansas
$23.5M +$6.26M +129,931 +35%
Truist Financial
18
Truist Financial
North Carolina
$21.8M +$3.17M +65,744 +16%
MML Investors Services
19
MML Investors Services
Massachusetts
$21.3M +$17.5M +362,951 +399%
PAG
20
Private Advisor Group
New Jersey
$19.8M +$2.62M +54,413 +15%
HighTower Advisors
21
HighTower Advisors
Illinois
$19.4M +$12.6M +261,239 +171%
SFG
22
Socha Financial Group
New York
$18M +$269K +5,580 +1%
KAS
23
Kestra Advisory Services
Texas
$17.1M +$2.8M +58,160 +19%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$15M +$14.9M +308,597 +2,883%
WHG
25
Westwood Holdings Group
Texas
$14.1M -$10.7K -222 -0.1%