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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
EP
276
Eudaimonia Partners
Tennessee
$822K
NCM
277
Novare Capital Management
North Carolina
$814K +$157K +3,000 +25%
PI
278
PFG Investments
New York
$813K +$352K +6,739 +82%
JF
279
JSF Financial
California
$794K +$301K +5,770 +65%
SWM
280
Silverlake Wealth Management
Vermont
$776K +$516K +9,880 +223%
DWP
281
Daymark Wealth Partners
Ohio
$773K +$79.1K +1,515 +12%
Mirae Asset Global Investments
282
Mirae Asset Global Investments
South Korea
$772K +$743K +14,230 New
SFG
283
SevenBridge Financial Group
Pennsylvania
$769K +$55.6K +1,065 +8%
SCA
284
Snowden Capital Advisors
New York
$765K +$296K +5,664 +67%
RA
285
Rockingstone Advisors
Massachusetts
$760K +$14.4K +275 +2%
NCM
286
NCM Capital Management
New Jersey
$751K -$36.5K -699 -5%
SFA
287
Sequoia Financial Advisors
Ohio
$720K +$694K +13,283 New
KF
288
Krilogy Financial
Missouri
$716K +$690K +13,209 New
IW
289
Imprint Wealth
South Carolina
$716K +$694K +13,283 New
CAAS
290
Capital Asset Advisory Services
Michigan
$716K -$93.1K -1,782 -12%
EFS
291
Econ Financial Services
Pennsylvania
$711K +$685K +13,113 New
PIA
292
Panoramic Investment Advisors
Colorado
$694K +$13.1K +250 +2%
SSWM
293
Sheets Smith Wealth Management
North Carolina
$693K +$23.5K +450 +4%
IAN
294
Integrated Advisors Network
Texas
$692K -$4.54K -87 -0.7%
MCC
295
Money Concepts Capital
Florida
$683K +$199K +3,813 +43%
SBIA
296
Sheaff Brock Investment Advisors
Indiana
$678K +$134K +2,565 +26%
HFS
297
Howard Financial Services
Texas
$678K -$27.3K -522 -4%
WWM
298
Western Wealth Management
Colorado
$678K +$282K +5,409 +76%
Bank of New York Mellon
299
Bank of New York Mellon
New York
$653K -$18K -344 -3%
HAS
300
HBW Advisory Services
California
$653K