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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
SA
251
Sanctuary Advisors
Indiana
$1.44M +$1.47M +27,433 New
BAG
252
Bridgewealth Advisory Group
California
$1.4M +$376K +6,990 +38%
RFA
253
Resurgent Financial Advisors
Georgia
$1.39M +$192K +3,570 +17%
LWM
254
Lionsbridge Wealth Management
Florida
$1.34M -$93.7K -1,744 -7%
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$1.33M +$222K +4,139 +21%
PA
256
Pinnacle Associates
New York
$1.32M -$12.1K -225 -0.9%
PS
257
Principal Securities
Iowa
$1.32M +$772K +14,367 +152%
RJT
258
Raymond James Trust
Florida
$1.31M +$348K +6,482 +38%
E
259
ETFidea
New York
$1.31M +$40K +745 +3%
CIA
260
Concurrent Investment Advisors
Florida
$1.3M +$343K +6,377 +38%
SP
261
Sequent Planning
Nebraska
$1.29M -$121K -2,251 -9%
AF
262
Advisornet Financial
Minnesota
$1.29M +$159K +2,963 +15%
GWM
263
Greenwich Wealth Management
Connecticut
$1.29M +$806 +15 +0.1%
FA
264
Fiduciary Alliance
South Carolina
$1.29M +$203K +3,782 +19%
LI
265
LRI Investments
Florida
$1.28M +$1.24M +23,000 New
SDH
266
Sloy Dahl & Holst
Washington
$1.27M +$89.8K +1,670 +8%
RIL
267
Rothschild Investment LLC
Illinois
$1.27M +$295K +5,498 +32%
NC
268
Napatree Capital
Rhode Island
$1.26M +$122K +2,273 +11%
CGA
269
Crescent Grove Advisors
Illinois
$1.26M +$34.8K +648 +3%
OC
270
Oppenheimer & Co
New York
$1.25M -$1.59M -29,648 -57%
OPWM
271
Oxinas Partners Wealth Management
Indiana
$1.25M +$604K +11,241 +100%
NCG
272
Newport Capital Group
New Jersey
$1.24M +$1.2M +22,388 New
AWA
273
Arete Wealth Advisors
Illinois
$1.23M -$98.7K -1,837 -8%
TAM
274
Tucker Asset Management
Colorado
$1.22M +$53.6K +998 +5%
PWMAG
275
Pinnacle Wealth Management Advisory Group
New Jersey
$1.2M