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JPMorgan Nasdaq Equity Premium Income ETF

508 hedge funds and large institutions have $4.66B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 283 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 24

241% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 83

31% more funds holding in top 10

Funds holding in top 10: 2938 (+9)

29% more capital invested

Capital invested by funds: $3.61B → $4.66B (+$1.05B)

20% more funds holding

Funds holding: 425508 (+83)

2.94% less ownership

Funds ownership: 43.01%40.07% (-2.9%)

29% less call options, than puts

Call options by funds: $3.49M | Put options by funds: $4.91M

Holders
508
Holders Change
+83
Holders Change %
+19.53%
% of All Funds
7.32%
Holding in Top 10
38
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+31.03%
% of All Funds
0.55%
New
110
Increased
283
Reduced
83
Closed
24
Calls
$3.49M
Puts
$4.91M
Net Calls
-$1.42M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
226
Insigneo Advisory Services
Florida
$1.2M +$829K +15,880 +254%
CGA
227
Crescent Grove Advisors
Illinois
$1.19M +$22.8K +437 +2%
PP
228
PDS Planning
Ohio
$1.19M +$671K +12,848 +141%
BFEC
229
Benjamin F. Edwards & Company
Missouri
$1.19M -$27K -517 -2%
NFSG
230
Newbridge Financial Services Group
Florida
$1.18M +$959K +18,357 +536%
PWMAG
231
Pinnacle Wealth Management Advisory Group
New Jersey
$1.18M +$96K +1,839 +9%
RCM
232
Rain Capital Management
Oregon
$1.17M -$61.5K -1,178 -5%
RFA
233
Resurgent Financial Advisors
Georgia
$1.16M +$681K +13,039 +155%
SDH
234
Sloy Dahl & Holst
Washington
$1.15M +$279K +5,345 +34%
PA
235
Parallel Advisors
California
$1.15M +$76.9K +1,472 +7%
TAM
236
Tucker Asset Management
Colorado
$1.14M +$128K +2,455 +13%
RIA
237
Realta Investment Advisors
Delaware
$1.13M -$56.5K -1,082 -5%
AF
238
Advisornet Financial
Minnesota
$1.1M +$118K +2,267 +13%
William Blair & Company
239
William Blair & Company
Illinois
$1.09M -$575K -11,017 -35%
PA
240
Procyon Advisors
Connecticut
$1.09M +$1.05M +20,020 New
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$1.08M +$1.01M +19,255 +3,052%
AA
242
AlphaMark Advisors
Kentucky
$1.08M -$62.3K -1,193 -6%
GLA
243
Good Life Advisors
Pennsylvania
$1.06M +$406K +7,781 +66%
NC
244
Napatree Capital
Rhode Island
$1.06M +$57.1K +1,093 +6%
MAG
245
Mayfair Advisory Group
Alabama
$1.06M +$253K +4,847 +33%
CFG
246
Cooper Financial Group
California
$1.05M -$183K -3,514 -15%
FA
247
Fiduciary Alliance
South Carolina
$1.05M +$654K +12,525 +181%
GRP
248
Global Retirement Partners
California
$1.03M +$65.7K +1,258 +7%
GM
249
GeoWealth Management
Illinois
$1.03M -$728K -13,935 -42%
SFA
250
Source Financial Advisors
New York
$1.03M -$728K -13,935 -42%