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JPMorgan Nasdaq Equity Premium Income ETF

581 hedge funds and large institutions have $5.84B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 347 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 24

303% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 86

25% more capital invested

Capital invested by funds: $4.66B → $5.84B (+$1.18B)

14% more funds holding

Funds holding: 508581 (+73)

12% more call options, than puts

Call options by funds: $4.47M | Put options by funds: $4.01M

0.64% less ownership

Funds ownership: 40.07%39.43% (-0.64%)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

Holders
581
Holders Change
+73
Holders Change %
+14.37%
% of All Funds
8.39%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.49%
New
109
Increased
347
Reduced
86
Closed
24
Calls
$4.47M
Puts
$4.01M
Net Calls
+$466K
Net Calls Change
+$1.89M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
226
PDS Planning
Ohio
$1.67M +$435K +8,094 +37%
WE
227
Wealth Effects
Massachusetts
$1.67M -$109K -2,020 -6%
KPWS
228
Kestra Private Wealth Services
Texas
$1.67M +$113K +2,103 +8%
SFS
229
Sowell Financial Services
Arkansas
$1.66M +$299K +5,567 +23%
MA
230
Modus Advisors
Minnesota
$1.66M +$102K +1,893 +7%
BWP
231
Balboa Wealth Partners
Arizona
$1.66M +$349K +6,497 +28%
MAG
232
Mayfair Advisory Group
Alabama
$1.65M +$536K +9,978 +51%
MAC
233
Mason & Associates (California)
California
$1.64M -$145K -2,707 -8%
EFMC
234
Empire Financial Management Company
New York
$1.63M +$218K +4,050 +16%
CPC
235
Consolidated Planning Corp
Georgia
$1.62M +$79.3K +1,475 +5%
TCA
236
Transcend Capital Advisors
New Jersey
$1.61M +$19.2K +357 +1%
FA
237
Flagstar Advisors
New York
$1.61M +$44K +818 +3%
Thrivent Financial for Lutherans
238
Thrivent Financial for Lutherans
Minnesota
$1.6M +$322K +5,987 +26%
TGAM
239
TBH Global Asset Management
Tennessee
$1.6M +$1.01M +18,726 +187%
IF
240
Intrua Financial
Texas
$1.58M +$1.56K +29 +0.1%
TSWM
241
Tyler-Stone Wealth Management
Ohio
$1.57M +$306K +5,694 +25%
FFA
242
Florida Financial Advisors
Florida
$1.55M +$506K +9,411 +51%
MCM
243
MAI Capital Management
Ohio
$1.54M +$1.49M +27,739 New
GRP
244
Global Retirement Partners
California
$1.53M +$455K +8,474 +44%
WAM
245
WNY Asset Management
New York
$1.52M +$898K +16,710 +156%
Bank of Nova Scotia
246
Bank of Nova Scotia
Ontario, Canada
$1.52M +$1.47M +27,380 New
DWP
247
Daymark Wealth Partners
Ohio
$1.52M +$703K +13,084 +92%
MA
248
MBA Advisors
Pennsylvania
$1.52M +$3.33K +62 +0.2%
CWP
249
Concord Wealth Partners
Virginia
$1.45M +$34.2K +636 +2%
JFG
250
Jefferies Financial Group
New York
$1.44M -$39.8K -740 -3%