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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
IWA
251
IVC Wealth Advisors
Pennsylvania
$1.03M +$992K +18,990 New
NAS
252
NWF Advisory Services
California
$1.02M +$657K +12,585 +203%
HA
253
Herold Advisors
New York
$1.01M +$318K +6,082 +49%
IA
254
IFG Advisory
Georgia
$1M +$747K +14,314 +340%
FFA
255
Florida Financial Advisors
Florida
$1M +$675K +12,919 +233%
4WM
256
49 Wealth Management
Texas
$1,000K +$4.33K +83 +0.4%
BAG
257
Bridgewealth Advisory Group
California
$986K +$619K +11,847 +187%
KIA
258
Kraematon Investment Advisors
Massachusetts
$986K +$132K +2,534 +16%
AUB
259
Atlantic Union Bankshares
Virginia
$972K +$12.4K +237 +1%
RIL
260
Rothschild Investment LLC
Illinois
$945K +$83K +1,589 +10%
RJT
261
Raymond James Trust
Florida
$930K +$536K +10,264 +149%
WCFA
262
Walkner Condon Financial Advisors
Wisconsin
$927K +$197K +3,775 +28%
FSI
263
Flow State Investments
Illinois
$927K +$892K +17,082 New
JIP
264
Jaffetilchin Investment Partners
Florida
$922K +$147K +2,813 +20%
CIA
265
Concurrent Investment Advisors
Florida
$922K +$888K +17,005 New
MP
266
McDonald Partners
Ohio
$921K +$246K +4,714 +38%
MA
267
Mutual Advisors
Nebraska
$907K +$264K +5,058 +43%
S
268
Sunpointe
Missouri
$907K
PWM
269
Perigon Wealth Management
California
$869K +$130K +2,497 +18%
NI
270
NCP Inc
California
$863K +$830K +15,902 New
ZF
271
Zega Financial
Florida
$861K +$51.5K +987 +7%
RRA
272
Round Rock Advisors
Connecticut
$858K -$27.8K -533 -3%
SEP
273
Southland Equity Partners
Missouri
$855K +$52.1K +997 +7%
DADC
274
D.A. Davidson & Co
Montana
$837K +$309K +5,916 +62%
BWA
275
Beam Wealth Advisors
Louisiana
$824K +$13.4K +257 +2%